Leading Edge Financial Planning’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Leading Edge Financial Planning’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	$33.5M	Buy	367,041 +19,682	+6%	+$1.73M	5.96%	7
2026 Q1	$28M	Buy	347,359 +26,400	+8%	+$2.14M	5.89%	7
2025 Q4	$24.3M	Buy	320,959 +28,726	+10%	+$2.11M	5.54%	9
2025 Q3	$21.1M	Buy	292,233 +16,391	+6%	+$1.16M	5.3%	9
2025 Q2	$18.8M	Buy	275,842 +17,562	+7%	+$1.13M	5.23%	9
2025 Q1	$16.8M	Buy	258,280 +13,442	+5%	+$911K	5.26%	9
2024 Q4	$16.3M	Buy	244,838 +6,734	+3%	+$458K	5.36%	9
2024 Q3	$15.7M	Buy	238,104 +34,374	+17%	+$2.19M	5.25%	8
2024 Q2	$12.8M	Buy	203,730 +17,374	+9%	+$1.09M	5.14%	8
2024 Q1	$12M	Buy	186,356 +29,624	+19%	+$1.78M	5.3%	8
2023 Q4	$9.05M	Buy	156,732 +118,831	+314%	+$6.39M	4.7%	8
2023 Q3	$2M	Buy	+37,901	New	+$2.05M	1.28%	15

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

Leading Edge Financial Planning's AVLV Position: Q2 2026 in Review

Leading Edge Financial Planning increased its Avantis US Large Cap Value ETF (AVLV) stake by 5.7% in Q2 2026, buying an estimated $1.73M and bringing the position to 367,041 shares worth $33.5M. The position accounts for 5.96% of the portfolio, ranked #7.

Leading Edge Financial Planning first reported a position in AVLV in Q3 2023 and has held it in 12 quarters since. 563 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Leading Edge Financial Planning held 367,041 shares of Avantis US Large Cap Value ETF worth $33.5M as of Q2 2026.
Leading Edge Financial Planning bought 19,682 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $1.73M.
Avantis US Large Cap Value ETF made up 5.96% of Leading Edge Financial Planning's portfolio in Q2 2026, its #7 holding.
Leading Edge Financial Planning first reported a position in Avantis US Large Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
563 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.