M Wealth Management LLC’s Avantis US Small Cap Value ETF AVUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$712K	Sell	5,709 -315	-5%	-$37.6K	0.56%	29
2026 Q1	$665K	Hold	6,024	–	–	0.56%	28
2025 Q4	$614K	Sell	6,024 -6	-0.1%	-$600	0.53%	27
2025 Q3	$600K	Hold	6,030	–	–	0.53%	28
2025 Q2	$549K	Sell	6,030 -1,100	-15%	-$94.8K	0.51%	27
2025 Q1	$622K	Hold	7,130	–	–	0.58%	23
2024 Q4	$688K	Buy	+7,130	New	+$708K	0.63%	21

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

M Wealth Management LLC reduced its Avantis US Small Cap Value ETF (AVUV) stake by 5.2% in Q2 2026, selling an estimated $37.6K and leaving 5,709 shares worth $712K. The position accounts for 0.56% of the portfolio, ranked #29.

M Wealth Management LLC first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

M Wealth Management LLC held 5,709 shares of Avantis US Small Cap Value ETF worth $712K as of Q2 2026.
M Wealth Management LLC sold 315 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $37.6K.
Avantis US Small Cap Value ETF made up 0.56% of M Wealth Management LLC's portfolio in Q2 2026, its #29 holding.
M Wealth Management LLC first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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