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 Q3	$2.22M	Sell	26,311 -603	-2%	-$52.2K	1.71%	13
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 $401M AUM 16.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

M Wealth Management LLC's AVGV Position: Q3 2026 in Review

M Wealth Management LLC reduced its Avantis All Equity Markets Value ETF (AVGV) stake by 2.2% in Q3 2026, selling an estimated $52.2K and leaving 26,311 shares worth $2.22M. The position accounts for 1.71% of the portfolio, ranked #13.

M Wealth Management LLC first reported a position in AVGV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.32M in Q1 2025. 9 funds tracked by Wall St. Rank hold AVGV as of Q3 2026.

M Wealth Management LLC held 26,311 shares of Avantis All Equity Markets Value ETF worth $2.22M as of Q3 2026.
M Wealth Management LLC sold 603 Avantis All Equity Markets Value ETF shares in Q3 2026, an estimated $52.2K.
Avantis All Equity Markets Value ETF made up 1.71% of M Wealth Management LLC's portfolio in Q3 2026, its #13 holding.
M Wealth Management LLC first reported a position in Avantis All Equity Markets Value ETF in Q4 2024 and has held it in 8 quarters since.
M Wealth Management LLC's Avantis All Equity Markets Value ETF position peaked at $2.32M in Q1 2025.
9 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.