Klingman & Associates’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Klingman & Associates’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.51M	Buy	+16,722	New	+$1.55M	0.06%	111

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Klingman & Associates's AVLV Position: Q3 2026 in Review

Klingman & Associates opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q3 2026: 16,722 shares worth $1.51M. The stake represents 0.06% of the portfolio and ranks #111 among its holdings.

592 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

Klingman & Associates held 16,722 shares of Avantis US Large Cap Value ETF worth $1.51M as of Q3 2026.
Avantis US Large Cap Value ETF was a new Klingman & Associates position in Q3 2026.
Avantis US Large Cap Value ETF made up 0.06% of Klingman & Associates's portfolio in Q3 2026, its #111 holding.
592 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.