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Legacy Financial Group (Oklahoma)’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Legacy Financial Group (Oklahoma)’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.89M Buy
21,058
+5,534
+36% +$478K 0.44% 34
2026
Q1 		$1.2M Buy
15,524
+4,878
+46% +$391K 0.32% 37
2025
Q4 		$837K Buy
10,646
+1,385
+15% +$107K 0.22% 41
2025
Q3 		$709K Buy
9,261
+1,903
+26% +$140K 0.19% 42
2025
Q2 		$523K Buy
7,358
+1,146
+18% +$75.2K 0.15% 48
2025
Q1 		$399K Buy
+6,212
New +$422K 0.13% 55

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s AVLC Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) increased its Avantis US Large Cap Equity ETF (AVLC) stake by 36% in Q2 2026, buying an estimated $478K and bringing the position to 21,058 shares worth $1.89M. The position accounts for 0.44% of the portfolio, ranked #34.

Legacy Financial Group (Oklahoma) first reported a position in AVLC in Q1 2025 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 21,058 shares of Avantis US Large Cap Equity ETF worth $1.89M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) bought 5,534 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $478K.
  • Avantis US Large Cap Equity ETF made up 0.44% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #34 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Avantis US Large Cap Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.