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Regatta Research & Money Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Regatta Research & Money Management’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 		$29K Buy
+318
New +$27.9K 0.03% 350

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Regatta Research & Money Management's AVLV Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 318 shares worth $29K. The stake represents 0.03% of the portfolio and ranks #350 among its holdings.

474 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Regatta Research & Money Management held 318 shares of Avantis US Large Cap Value ETF worth $29K as of Q2 2026.
  • Avantis US Large Cap Value ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Avantis US Large Cap Value ETF made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #350 holding.
  • 474 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.