Maimon Wealth Management’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

Maimon Wealth Management’s Portfolio AVGV Stock Details AVGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.38M	Buy	16,200 +13,150	+431%	+$1.1M	1.06%	29
2026 Q1	$233K	Buy	+3,050	New	+$239K	0.2%	67

Other funds holding AVGV

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MWM

McCartney Wealth Management Clayton, Missouri $132M AUM

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

MWML

M Wealth Management LLC San Diego, California $127M AUM 16.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Maimon Wealth Management's AVGV Position: Q2 2026 in Review

Maimon Wealth Management increased its Avantis All Equity Markets Value ETF (AVGV) stake by 431% in Q2 2026, buying an estimated $1.1M and bringing the position to 16,200 shares worth $1.38M. The position accounts for 1.06% of the portfolio, ranked #29.

Maimon Wealth Management first reported a position in AVGV in Q1 2026 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold AVGV as of Q2 2026.

Maimon Wealth Management held 16,200 shares of Avantis All Equity Markets Value ETF worth $1.38M as of Q2 2026.
Maimon Wealth Management bought 13,150 Avantis All Equity Markets Value ETF shares in Q2 2026, an estimated $1.1M.
Avantis All Equity Markets Value ETF made up 1.06% of Maimon Wealth Management's portfolio in Q2 2026, its #29 holding.
Maimon Wealth Management first reported a position in Avantis All Equity Markets Value ETF in Q1 2026 and has held it in 2 quarters since.
31 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q2 2026.

Based on Maimon Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.