LFA
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Longview Financial Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Longview Financial Advisors’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,076
Closed -$86.7K – 54
2026
Q1 		$86.7K Buy
+1,076
New +$87.3K 0.05% 66

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Longview Financial Advisors's AVLV Position: Q2 2026 in Review

Longview Financial Advisors sold out of Avantis US Large Cap Value ETF (AVLV) in Q2 2026, closing a stake of 1,076 shares — an estimated $86.7K sold.

Longview Financial Advisors first reported a position in AVLV in Q1 2026 and held it in 1 quarter. The position peaked at $86.7K in Q1 2026. 123 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Longview Financial Advisors reported no remaining Avantis US Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Longview Financial Advisors sold 1,076 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $86.7K.
  • Longview Financial Advisors first reported a position in Avantis US Large Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Longview Financial Advisors's Avantis US Large Cap Value ETF position peaked at $86.7K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.