M Wealth Management LLC’s Avantis US Equity ETF AVUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.6M	Hold	12,474	–	–	1.23%	16
2026 Q2	$1.6M	Sell	12,474 -28	-0.2%	-$3.45K	1.25%	15
2026 Q1	$1.39M	Sell	12,502 -139	-1%	-$15.9K	1.17%	16
2025 Q4	$1.41M	Sell	12,641 -1,619	-11%	-$178K	1.23%	16
2025 Q3	$1.55M	Sell	14,260 -706	-5%	-$74.1K	1.36%	16
2025 Q2	$1.51M	Hold	14,966	–	–	1.39%	16
2025 Q1	$1.38M	Sell	14,966 -1,088	-7%	-$106K	1.29%	15
2024 Q4	$1.56M	Buy	+16,054	New	+$1.58M	1.42%	14

Other funds holding AVUS

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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

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

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

M Wealth Management LLC held its Avantis US Equity ETF (AVUS) position steady in Q3 2026 at 12,474 shares worth $1.6M. The position accounts for 1.23% of the portfolio, ranked #16.

M Wealth Management LLC first reported a position in AVUS in Q4 2024 and has held it in 8 quarters since. 130 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

M Wealth Management LLC held 12,474 shares of Avantis US Equity ETF worth $1.6M as of Q3 2026.
M Wealth Management LLC left its Avantis US Equity ETF share count unchanged in Q3 2026.
Avantis US Equity ETF made up 1.23% of M Wealth Management LLC's portfolio in Q3 2026, its #16 holding.
M Wealth Management LLC first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 8 quarters since.
130 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

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