Leo Wealth LLC’s Avantis US Equity ETF AVUS Stock Holding History

Leo Wealth LLC’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 Q3	$17M	Buy	+132,550	New	+$17.1M	3.6%	5
2026 Q1	$52.5M	Sell	471,880 -11,937	-2%	-$1.37M	3.81%	3
2025 Q4	$54.1M	Buy	483,817 +216,502	+81%	+$23.8M	3.92%	5
2025 Q3	$29.1M	Sell	267,315 -197,809	-43%	-$20.8M	3.77%	6
2025 Q2	$46.9M	Buy	465,124 +198,393	+74%	+$18.6M	3.65%	6
2025 Q1	$24.6M	Sell	266,731 -176,904	-40%	-$17.2M	3.54%	6
2024 Q4	$43M	Buy	443,635 +23,922	+6%	+$2.35M	3.85%	5
2024 Q3	$39.9M	Buy	419,713 +14,033	+3%	+$1.29M	3.65%	6
2024 Q2	$36.6M	Sell	405,680 -5,747	-1%	-$508K	3.73%	5
2024 Q1	$36.8M	Buy	411,427 +22,937	+6%	+$1.94M	3.76%	6
2023 Q4	$32.7M	Buy	+388,490	New	+$29.4M	3.39%	6

Other funds holding AVUS

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Leo Wealth LLC's AVUS Position: Q3 2026 in Review

Leo Wealth LLC opened a new position in Avantis US Equity ETF (AVUS) in Q3 2026: 132,550 shares worth $17M. The stake represents 3.6% of the portfolio and ranks #5 among its holdings. This is a return to the name: Leo Wealth LLC previously reported a position in AVUS as recently as Q1 2026.

Leo Wealth LLC first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $54.1M in Q4 2025. 236 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

Leo Wealth LLC held 132,550 shares of Avantis US Equity ETF worth $17M as of Q3 2026.
Avantis US Equity ETF was a new Leo Wealth LLC position in Q3 2026.
Avantis US Equity ETF made up 3.6% of Leo Wealth LLC's portfolio in Q3 2026, its #5 holding.
Leo Wealth LLC first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
Leo Wealth LLC's Avantis US Equity ETF position peaked at $54.1M in Q4 2025.
236 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Leo Wealth LLC's 13F filing for Q3 2026, filed 26 Oct 2026.