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 Q3	$625K	Sell	5,309 -400	-7%	-$49.9K	0.48%	34
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 $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

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

M Wealth Management LLC reduced its Avantis US Small Cap Value ETF (AVUV) stake by 7% in Q3 2026, selling an estimated $49.9K and leaving 5,309 shares worth $625K. The position accounts for 0.48% of the portfolio, ranked #34.

M Wealth Management LLC first reported a position in AVUV in Q4 2024 and has held it in 8 quarters since. The position peaked at $712K in Q2 2026. 904 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

M Wealth Management LLC held 5,309 shares of Avantis US Small Cap Value ETF worth $625K as of Q3 2026.
M Wealth Management LLC sold 400 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $49.9K.
Avantis US Small Cap Value ETF made up 0.48% of M Wealth Management LLC's portfolio in Q3 2026, its #34 holding.
M Wealth Management LLC first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
M Wealth Management LLC's Avantis US Small Cap Value ETF position peaked at $712K in Q2 2026.
904 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

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