Larson Financial Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Larson Financial Group’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 Q2	$6.79M	Sell	74,418 -2,079	-3%	-$183K	0.18%	100
2026 Q1	$6.17M	Sell	76,497 -23	-0%	-$1.86K	0.2%	95
2025 Q4	$5.8M	Sell	76,520 -189	-0.2%	-$13.9K	0.19%	97
2025 Q3	$5.54M	Sell	76,709 -638	-0.8%	-$45.1K	0.19%	101
2025 Q2	$5.28M	Sell	77,347 -4,508	-6%	-$290K	0.21%	100
2025 Q1	$5.34M	Sell	81,855 -997	-1%	-$67.6K	0.25%	78
2024 Q4	$5.53M	Sell	82,852 -1,991	-2%	-$135K	0.29%	71
2024 Q3	$5.59M	Sell	84,843 -1,248	-1%	-$79.4K	0.32%	63
2024 Q2	$5.41M	Sell	86,091 -2,420	-3%	-$152K	0.37%	53
2024 Q1	$5.69M	Sell	88,511 -2,469	-3%	-$148K	0.44%	45
2023 Q4	$5.26M	Sell	90,980 -5,328	-6%	-$287K	0.46%	46
2023 Q3	$5.07M	Sell	96,308 -2,514	-3%	-$136K	0.5%	44
2023 Q2	$5.27M	Sell	98,822 -2,681	-3%	-$137K	0.53%	44
2023 Q1	$5.19M	Sell	101,503 -2,373	-2%	-$123K	0.56%	36
2022 Q4	$5.21M	Buy	+103,876	New	+$5.21M	0.62%	36

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Larson Financial Group's AVLV Position: Q2 2026 in Review

Larson Financial Group reduced its Avantis US Large Cap Value ETF (AVLV) stake by 2.7% in Q2 2026, selling an estimated $183K and leaving 74,418 shares worth $6.79M. The position accounts for 0.18% of the portfolio, ranked #100.

Larson Financial Group first reported a position in AVLV in Q4 2022 and has held it in 15 quarters since. 565 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Larson Financial Group held 74,418 shares of Avantis US Large Cap Value ETF worth $6.79M as of Q2 2026.
Larson Financial Group sold 2,079 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $183K.
Avantis US Large Cap Value ETF made up 0.18% of Larson Financial Group's portfolio in Q2 2026, its #100 holding.
Larson Financial Group first reported a position in Avantis US Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
565 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.