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Lodestone Wealth Management’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Lodestone Wealth Management’s Portfolio AVSF Stock Details AVSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.4K Buy
546
+5
+0.9% +$233 0.01% 385
2026
Q1 		$25.3K Buy
541
+4
+0.7% +$188 0.01% 379
2025
Q4 		$25.3K Buy
+537
New +$25.3K 0.01% 375

Other funds holding AVSF

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Lodestone Wealth Management increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 0.92% in Q2 2026, buying an estimated $233 and bringing the position to 546 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #385.

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

  • Lodestone Wealth Management held 546 shares of Avantis Short-Term Fixed Income ETF worth $25.4K as of Q2 2026.
  • Lodestone Wealth Management bought 5 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $233.
  • Avantis Short-Term Fixed Income ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #385 holding.
  • Lodestone Wealth Management first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

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