LWM
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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
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

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Lodestone Wealth Management's AVMV Position: Q2 2026 in Review

Lodestone Wealth Management held its Avantis US Mid Cap Value ETF (AVMV) position steady in Q2 2026 at 10 shares worth $813. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Lodestone Wealth Management first reported a position in AVMV in Q4 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Lodestone Wealth Management held 10 shares of Avantis US Mid Cap Value ETF worth $813 as of Q2 2026.
  • Lodestone Wealth Management left its Avantis US Mid Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Mid Cap Value ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #739 holding.
  • Lodestone Wealth Management first reported a position in Avantis US Mid Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.