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 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Larson Financial Group's AVLV Position: Q1 2026 in Review

Larson Financial Group reduced its Avantis US Large Cap Value ETF (AVLV) stake by 0.03% in Q1 2026, selling an estimated $1.86K and leaving 76,497 shares worth $6.17M. The position accounts for 0.2% of the portfolio, ranked #95.

Larson Financial Group first reported a position in AVLV in Q4 2022 and has held it in 14 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

Larson Financial Group held 76,497 shares of Avantis US Large Cap Value ETF worth $6.17M as of Q1 2026.
Larson Financial Group sold 23 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $1.86K.
Avantis US Large Cap Value ETF made up 0.2% of Larson Financial Group's portfolio in Q1 2026, its #95 holding.
Larson Financial Group first reported a position in Avantis US Large Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.