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 Q2	$212K	Buy	+1,697	New	+$202K	0.1%	144

Other funds holding AVUV

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

LifeGoal Wealth Advisors's AVUV Position: Q2 2026 in Review

LifeGoal Wealth Advisors opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 1,697 shares worth $212K. The stake represents 0.1% of the portfolio and ranks #144 among its holdings.

634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

LifeGoal Wealth Advisors held 1,697 shares of Avantis US Small Cap Value ETF worth $212K as of Q2 2026.
Avantis US Small Cap Value ETF was a new LifeGoal Wealth Advisors position in Q2 2026.
Avantis US Small Cap Value ETF made up 0.1% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #144 holding.
634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.