LWM
AVUV icon

LongView Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

LongView Wealth Management’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$365K Buy
2,928
+887
+43% +$106K 0.09% 152
2026
Q1 		$236K Buy
+2,041
New +$225K 0.06% 224

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

LongView Wealth Management's AVUV Position: Q2 2026 in Review

LongView Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 43% in Q2 2026, buying an estimated $106K and bringing the position to 2,928 shares worth $365K. The position accounts for 0.09% of the portfolio, ranked #152.

LongView Wealth Management first reported a position in AVUV in Q1 2026 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • LongView Wealth Management held 2,928 shares of Avantis US Small Cap Value ETF worth $365K as of Q2 2026.
  • LongView Wealth Management bought 887 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $106K.
  • Avantis US Small Cap Value ETF made up 0.09% of LongView Wealth Management's portfolio in Q2 2026, its #152 holding.
  • LongView Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 228 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.