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 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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

M Wealth Management LLC's AVUS Position: Q1 2026 in Review

M Wealth Management LLC reduced its Avantis US Equity ETF (AVUS) stake by 1.1% in Q1 2026, selling an estimated $15.9K and leaving 12,502 shares worth $1.39M. The position accounts for 1.17% of the portfolio, ranked #16.

M Wealth Management LLC first reported a position in AVUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.56M in Q4 2024. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

M Wealth Management LLC held 12,502 shares of Avantis US Equity ETF worth $1.39M as of Q1 2026.
M Wealth Management LLC sold 139 Avantis US Equity ETF shares in Q1 2026, an estimated $15.9K.
Avantis US Equity ETF made up 1.17% of M Wealth Management LLC's portfolio in Q1 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 6 quarters since.
M Wealth Management LLC's Avantis US Equity ETF position peaked at $1.56M in Q4 2024.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.