LWM
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Lakeridge Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Lakeridge Wealth Management’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.2M Buy
110,978
+28,139
+34% +$3.47M 5.22% 3
2026
Q1 		$9.21M Buy
82,839
+7,476
+10% +$856K 3.96% 4
2025
Q4 		$8.42M Sell
75,363
-4,917
-6% -$542K 3.83% 4
2025
Q3 		$8.73M Sell
80,280
-630
-0.8% -$66.1K 3.88% 5
2025
Q2 		$8.16M Buy
80,910
+1,278
+2% +$120K 3.75% 6
2025
Q1 		$7.36M Sell
79,632
-88
-0.1% -$8.57K 3.68% 6
2024
Q4 		$7.73M Buy
79,720
+15,991
+25% +$1.57M 3.99% 6
2024
Q3 		$6.06M Buy
63,729
+12,237
+24% +$1.12M 3.33% 6
2024
Q2 		$4.64M Buy
51,492
+6,492
+14% +$574K 2.79% 10
2024
Q1 		$4.03M Buy
45,000
+2,525
+6% +$213K 2.61% 10
2023
Q4 		$3.46M Buy
+42,475
New +$3.21M 2.5% 8

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Lakeridge Wealth Management's AVUS Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 34% in Q2 2026, buying an estimated $3.47M and bringing the position to 110,978 shares worth $14.2M. The position accounts for 5.22% of the portfolio, ranked #3.

Lakeridge Wealth Management first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Lakeridge Wealth Management held 110,978 shares of Avantis US Equity ETF worth $14.2M as of Q2 2026.
  • Lakeridge Wealth Management bought 28,139 Avantis US Equity ETF shares in Q2 2026, an estimated $3.47M.
  • Avantis US Equity ETF made up 5.22% of Lakeridge Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Lakeridge Wealth Management first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.