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Lauterbach Financial Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Lauterbach Financial Advisors’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
Q1 		$1.14M Buy
10,238
+4,665
+84% +$534K 0.56% 25
2025
Q4 		$623K Buy
5,573
+1,128
+25% +$124K 0.3% 40
2025
Q3 		$483K Buy
4,445
+1,414
+47% +$148K 0.24% 49
2025
Q2 		$306K Buy
3,031
+6
+0.2% +$562 0.17% 64
2025
Q1 		$279K Buy
3,025
+7
+0.2% +$682 0.17% 60
2024
Q4 		$293K Buy
3,018
+7
+0.2% +$687 0.18% 53
2024
Q3 		$286K Buy
3,011
+7
+0.2% +$643 0.17% 55
2024
Q2 		$266K Buy
3,004
+7
+0.2% +$619 0.18% 52
2024
Q1 		$268K Buy
2,997
+6
+0.2% +$507 0.18% 54
2023
Q4 		$244K Sell
2,991
-574
-16% -$43.4K 0.17% 54
2023
Q3 		$261K Buy
3,565
+7
+0.2% +$532 0.21% 48
2023
Q2 		$268K Hold
3,558
– – 0.2% 49
2023
Q1 		$252K Buy
3,558
+182
+5% +$12.9K 0.2% 47
2022
Q4 		$230K Buy
+3,376
New +$231K 0.2% 48
2022
Q2 		– Sell
-2,849
Closed -$220K – 48
2022
Q1 		$220K Buy
2,849
+254
+10% +$19.3K 0.2% 44
2021
Q4 		$208K Buy
+2,595
New +$203K 0.18% 47

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Lauterbach Financial Advisors's AVUS Position: Q1 2026 in Review

Lauterbach Financial Advisors increased its Avantis US Equity ETF (AVUS) stake by 84% in Q1 2026, buying an estimated $534K and bringing the position to 10,238 shares worth $1.14M. The position accounts for 0.56% of the portfolio, ranked #25.

Lauterbach Financial Advisors first reported a position in AVUS in Q4 2021 and has held it in 16 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Lauterbach Financial Advisors held 10,238 shares of Avantis US Equity ETF worth $1.14M as of Q1 2026.
  • Lauterbach Financial Advisors bought 4,665 Avantis US Equity ETF shares in Q1 2026, an estimated $534K.
  • Avantis US Equity ETF made up 0.56% of Lauterbach Financial Advisors's portfolio in Q1 2026, its #25 holding.
  • Lauterbach Financial Advisors first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 16 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.