M Wealth Management LLC’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

M Wealth Management LLC’s Portfolio AVGV Stock Details AVGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.29M	Buy	26,914 +24	+0.1%	+$2K	1.8%	12
2026 Q1	$2.09M	Sell	26,890 -3,167	-11%	-$248K	1.76%	12
2025 Q4	$2.2M	Buy	30,057 +1,373	+5%	+$98K	1.91%	12
2025 Q3	$2.02M	Sell	28,684 -1,816	-6%	-$124K	1.77%	12
2025 Q2	$1.99M	Sell	30,500 -7,594	-20%	-$468K	1.83%	12
2025 Q1	$2.32M	Buy	38,094 +6,692	+21%	+$416K	2.16%	12
2024 Q4	$1.91M	Buy	+31,402	New	+$1.98M	1.75%	12

Other funds holding AVGV

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

McCartney Wealth Management Clayton, Missouri $132M AUM

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

MWM

Maimon Wealth Management Ra'anana, Israel $130M AUM

M Wealth Management LLC's AVGV Position: Q2 2026 in Review

M Wealth Management LLC increased its Avantis All Equity Markets Value ETF (AVGV) stake by 0.09% in Q2 2026, buying an estimated $2K and bringing the position to 26,914 shares worth $2.29M. The position accounts for 1.8% of the portfolio, ranked #12.

M Wealth Management LLC first reported a position in AVGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.32M in Q1 2025. 31 funds tracked by Wall St. Rank hold AVGV as of Q2 2026.

M Wealth Management LLC held 26,914 shares of Avantis All Equity Markets Value ETF worth $2.29M as of Q2 2026.
M Wealth Management LLC bought 24 Avantis All Equity Markets Value ETF shares in Q2 2026, an estimated $2K.
Avantis All Equity Markets Value ETF made up 1.8% of M Wealth Management LLC's portfolio in Q2 2026, its #12 holding.
M Wealth Management LLC first reported a position in Avantis All Equity Markets Value ETF in Q4 2024 and has held it in 7 quarters since.
M Wealth Management LLC's Avantis All Equity Markets Value ETF position peaked at $2.32M in Q1 2025.
31 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.