LWA
AVUV icon

LifeGoal Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

LifeGoal Wealth Advisors’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$313K Buy
2,662
+965
+57% +$120K 0.1% 130
2026
Q2 		$212K Buy
+1,697
New +$202K 0.1% 144

Other funds holding AVUV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

LifeGoal Wealth Advisors's AVUV Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 57% in Q3 2026, buying an estimated $120K and bringing the position to 2,662 shares worth $313K. The position accounts for 0.1% of the portfolio, ranked #130.

LifeGoal Wealth Advisors first reported a position in AVUV in Q2 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • LifeGoal Wealth Advisors held 2,662 shares of Avantis US Small Cap Value ETF worth $313K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 965 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $120K.
  • Avantis US Small Cap Value ETF made up 0.1% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #130 holding.
  • LifeGoal Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.