LongView Wealth Management’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

LongView Wealth Management’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 Q3	$604K	Buy	+6,688	New	+$606K	0.15%	119

Other funds holding AVLC

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cypress Point Wealth Management Dallas, Texas $945M AUM 10.4% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $174M AUM 10.48% 1-Year Est. Return

Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return

LongView Wealth Management's AVLC Position: Q3 2026 in Review

LongView Wealth Management opened a new position in Avantis US Large Cap Equity ETF (AVLC) in Q3 2026: 6,688 shares worth $604K. The stake represents 0.15% of the portfolio and ranks #119 among its holdings.

62 funds tracked by Wall St. Rank hold AVLC as of Q3 2026.

LongView Wealth Management held 6,688 shares of Avantis US Large Cap Equity ETF worth $604K as of Q3 2026.
Avantis US Large Cap Equity ETF was a new LongView Wealth Management position in Q3 2026.
Avantis US Large Cap Equity ETF made up 0.15% of LongView Wealth Management's portfolio in Q3 2026, its #119 holding.
62 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.