Level Financial Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Level Financial Advisors’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	$662K	Buy	7,256 +225	+3%	+$19.8K	0.15%	62
2026 Q1	$567K	Sell	7,031 -143	-2%	-$11.6K	0.14%	60
2025 Q4	$544K	Buy	7,174 +128	+2%	+$9.42K	0.14%	60
2025 Q3	$509K	Buy	7,046 +509	+8%	+$35.9K	0.14%	64
2025 Q2	$446K	Buy	6,537 +1,121	+21%	+$72.2K	0.14%	67
2025 Q1	$353K	Buy	5,416 +2,260	+72%	+$153K	0.12%	72
2024 Q4	$211K	Buy	+3,156	New	+$215K	0.08%	79
2024 Q1	–	Sell	-2,777	Closed	-$160K	–	88
2023 Q4	$160K	Buy	2,777 +784	+39%	+$42.2K	0.08%	71
2023 Q3	$105K	Buy	1,993 +390	+24%	+$21.1K	0.06%	78
2023 Q2	$85.5K	Buy	1,603 +1,160	+262%	+$59.2K	0.05%	82
2023 Q1	$22.6K	Buy	443 +57	+15%	+$2.96K	0.01%	128
2022 Q4	$19K	Buy	386 +42	+12%	+$2.11K	0.01%	130
2022 Q3	$15K	Buy	344 +298	+648%	+$14.4K	0.01%	150
2022 Q2	$2K	Buy	+46	New	+$2.34K	﹤0.01%	245

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 22.9% 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

Level Financial Advisors's AVLV Position: Q2 2026 in Review

Level Financial Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 3.2% in Q2 2026, buying an estimated $19.8K and bringing the position to 7,256 shares worth $662K. The position accounts for 0.15% of the portfolio, ranked #62.

Level Financial Advisors first reported a position in AVLV in Q2 2022 and has held it in 14 quarters since. 567 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Level Financial Advisors held 7,256 shares of Avantis US Large Cap Value ETF worth $662K as of Q2 2026.
Level Financial Advisors bought 225 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $19.8K.
Avantis US Large Cap Value ETF made up 0.15% of Level Financial Advisors's portfolio in Q2 2026, its #62 holding.
Level Financial Advisors first reported a position in Avantis US Large Cap Value ETF in Q2 2022 and has held it in 14 quarters since.
567 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.