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

LexAurum 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	$2.77M	Buy	30,366 +3,506	+13%	+$308K	0.32%	68
2026 Q1	$2.17M	Buy	+26,860	New	+$2.18M	0.28%	71
2025 Q3	$2.12M	Sell	29,296 -1,098	-4%	-$77.5K	0.3%	68
2025 Q2	$2.07M	Buy	30,394 +2,069	+7%	+$133K	0.33%	57
2025 Q1	$1.85M	Buy	28,325 +1,509	+6%	+$102K	0.35%	52
2024 Q4	$1.79M	Buy	26,816 +2,486	+10%	+$169K	0.35%	56
2024 Q3	$1.6M	Buy	24,330 +12,392	+104%	+$789K	0.35%	57
2024 Q2	$750K	Buy	11,938 +8,362	+234%	+$524K	0.18%	113
2024 Q1	$230K	Buy	+3,576	New	+$214K	0.06%	265

Other funds holding AVLV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

LexAurum Advisors's AVLV Position: Q2 2026 in Review

LexAurum Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 13% in Q2 2026, buying an estimated $308K and bringing the position to 30,366 shares worth $2.77M. The position accounts for 0.32% of the portfolio, ranked #68.

LexAurum Advisors first reported a position in AVLV in Q1 2024 and has held it in 9 quarters since. 109 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

LexAurum Advisors held 30,366 shares of Avantis US Large Cap Value ETF worth $2.77M as of Q2 2026.
LexAurum Advisors bought 3,506 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $308K.
Avantis US Large Cap Value ETF made up 0.32% of LexAurum Advisors's portfolio in Q2 2026, its #68 holding.
LexAurum Advisors first reported a position in Avantis US Large Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
109 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

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