LAS
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Lloyd Advisory Services’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Lloyd Advisory Services’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$712K Buy
7,910
+6,856
+650% +$592K 0.28% 51
2026
Q1 		$81.7K Sell
1,054
-6,649
-86% -$533K 0.02% 219
2025
Q4 		$606K Buy
+7,703
New +$598K 0.23% 52

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lloyd Advisory Services's AVLC Position: Q2 2026 in Review

Lloyd Advisory Services increased its Avantis US Large Cap Equity ETF (AVLC) stake by 650% in Q2 2026, buying an estimated $592K and bringing the position to 7,910 shares worth $712K. The position accounts for 0.28% of the portfolio, ranked #51.

Lloyd Advisory Services first reported a position in AVLC in Q4 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Lloyd Advisory Services held 7,910 shares of Avantis US Large Cap Equity ETF worth $712K as of Q2 2026.
  • Lloyd Advisory Services bought 6,856 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $592K.
  • Avantis US Large Cap Equity ETF made up 0.28% of Lloyd Advisory Services's portfolio in Q2 2026, its #51 holding.
  • Lloyd Advisory Services first reported a position in Avantis US Large Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.