Lodestone Wealth Management
AVMV icon

Lodestone Wealth Management’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Lodestone Wealth Management’s Portfolio AVMV Stock Details AVMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$772 Hold
10
– – ﹤0.01% 762
2026
Q2 		$813 Hold
10
– – ﹤0.01% 739
2026
Q1 		$746 Hold
10
– – ﹤0.01% 739
2025
Q4 		$714 Buy
+10
New +$694 ﹤0.01% 756

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Evensky & Katz
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American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Falcon Wealth Planning
Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Lodestone Wealth Management's AVMV Position: Q3 2026 in Review

Lodestone Wealth Management held its Avantis US Mid Cap Value ETF (AVMV) position steady in Q3 2026 at 10 shares worth $772. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Lodestone Wealth Management first reported a position in AVMV in Q4 2025 and has held it in 4 quarters since. The position peaked at $813 in Q2 2026. 90 funds tracked by Wall St. Rank hold AVMV as of Q3 2026.

  • Lodestone Wealth Management held 10 shares of Avantis US Mid Cap Value ETF worth $772 as of Q3 2026.
  • Lodestone Wealth Management left its Avantis US Mid Cap Value ETF share count unchanged in Q3 2026.
  • Avantis US Mid Cap Value ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #762 holding.
  • Lodestone Wealth Management first reported a position in Avantis US Mid Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's Avantis US Mid Cap Value ETF position peaked at $813 in Q2 2026.
  • 90 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.