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 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 $147B AUM 18.73% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

M Wealth Management LLC held its Avantis US Small Cap Value ETF (AVUV) position steady in Q1 2026 at 6,024 shares worth $665K. The position accounts for 0.56% of the portfolio, ranked #28.

M Wealth Management LLC first reported a position in AVUV in Q4 2024 and has held it in 6 quarters since. The position peaked at $688K in Q4 2024. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

M Wealth Management LLC held 6,024 shares of Avantis US Small Cap Value ETF worth $665K as of Q1 2026.
M Wealth Management LLC left its Avantis US Small Cap Value ETF share count unchanged in Q1 2026.
Avantis US Small Cap Value ETF made up 0.56% of M Wealth Management LLC's portfolio in Q1 2026, its #28 holding.
M Wealth Management LLC first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
M Wealth Management LLC's Avantis US Small Cap Value ETF position peaked at $688K in Q4 2024.
1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

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