Maridea Wealth Management
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Maridea Wealth Management’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Maridea Wealth Management’s Portfolio AVMV Stock Details AVMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.74M Buy
83,666
+2,547
+3% +$200K 0.73% 28
2026
Q1 		$6.02M Buy
81,119
+14,670
+22% +$1.1M 0.88% 24
2025
Q4 		$4.73M Buy
66,449
+17,868
+37% +$1.24M 0.71% 35
2025
Q3 		$3.32M Buy
+48,581
New +$3.3M 0.52% 46

Other funds holding AVMV

Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Enzi Wealth
Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Falcon Wealth Planning
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Maridea Wealth Management's AVMV Position: Q2 2026 in Review

Maridea Wealth Management increased its Avantis US Mid Cap Value ETF (AVMV) stake by 3.1% in Q2 2026, buying an estimated $200K and bringing the position to 83,666 shares worth $6.74M. The position accounts for 0.73% of the portfolio, ranked #28.

Maridea Wealth Management first reported a position in AVMV in Q3 2025 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Maridea Wealth Management held 83,666 shares of Avantis US Mid Cap Value ETF worth $6.74M as of Q2 2026.
  • Maridea Wealth Management bought 2,547 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $200K.
  • Avantis US Mid Cap Value ETF made up 0.73% of Maridea Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Maridea Wealth Management first reported a position in Avantis US Mid Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.