Legacy Financial Strategies’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Legacy Financial Strategies’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	$44.4M	Buy	487,176 +5,323	+1%	+$468K	6.88%	4
2026 Q1	$38.8M	Buy	481,853 +11,159	+2%	+$905K	7.01%	5
2025 Q4	$35.7M	Buy	470,694 +35,838	+8%	+$2.64M	6.31%	4
2025 Q3	$31.4M	Sell	434,856 -65,926	-13%	-$4.66M	5.68%	6
2025 Q2	$34.2M	Sell	500,782 -6,760	-1%	-$435K	6.7%	5
2025 Q1	$33.1M	Buy	507,542 +20,160	+4%	+$1.37M	7.22%	5
2024 Q4	$32.5M	Buy	487,382 +14,390	+3%	+$979K	7%	5
2024 Q3	$31.1M	Buy	+472,992	New	+$30.1M	6.87%	5

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

Legacy Financial Strategies's AVLV Position: Q2 2026 in Review

Legacy Financial Strategies increased its Avantis US Large Cap Value ETF (AVLV) stake by 1.1% in Q2 2026, buying an estimated $468K and bringing the position to 487,176 shares worth $44.4M. The position accounts for 6.88% of the portfolio, ranked #4.

Legacy Financial Strategies first reported a position in AVLV in Q3 2024 and has held it in 8 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Legacy Financial Strategies held 487,176 shares of Avantis US Large Cap Value ETF worth $44.4M as of Q2 2026.
Legacy Financial Strategies bought 5,323 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $468K.
Avantis US Large Cap Value ETF made up 6.88% of Legacy Financial Strategies's portfolio in Q2 2026, its #4 holding.
Legacy Financial Strategies first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.