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Kondo Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Kondo Wealth Advisors’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.9M Buy
311,684
+5,523
+2% +$659K 13% 2
2026
Q1 		$33.8M Buy
306,161
+1,483
+0.5% +$163K 12.73% 2
2025
Q4 		$31.1M Buy
304,678
+17,023
+6% +$1.7M 11.89% 2
2025
Q3 		$28.6M Buy
287,655
+16,369
+6% +$1.58M 11.55% 2
2025
Q2 		$25.2M Buy
271,286
+18,079
+7% +$1.56M 11.14% 2
2025
Q1 		$22.1M Buy
253,207
+17,881
+8% +$1.68M 10.88% 2
2024
Q4 		$22.7M Buy
+235,326
New +$23.4M 11.53% 2

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kondo Wealth Advisors's AVUV Position: Q2 2026 in Review

Kondo Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.8% in Q2 2026, buying an estimated $659K and bringing the position to 311,684 shares worth $38.9M. The position accounts for 13% of the portfolio, ranked #2.

Kondo Wealth Advisors first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Kondo Wealth Advisors held 311,684 shares of Avantis US Small Cap Value ETF worth $38.9M as of Q2 2026.
  • Kondo Wealth Advisors bought 5,523 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $659K.
  • Avantis US Small Cap Value ETF made up 13% of Kondo Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Kondo Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.