MWM
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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
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

EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $556M AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FIC
Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Maridea Wealth Management's AVMV Position: Q1 2026 in Review

Maridea Wealth Management increased its Avantis US Mid Cap Value ETF (AVMV) stake by 22% in Q1 2026, buying an estimated $1.1M and bringing the position to 81,119 shares worth $6.02M. The position accounts for 0.88% of the portfolio, ranked #24.

Maridea Wealth Management first reported a position in AVMV in Q3 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold AVMV as of Q1 2026.

  • Maridea Wealth Management held 81,119 shares of Avantis US Mid Cap Value ETF worth $6.02M as of Q1 2026.
  • Maridea Wealth Management bought 14,670 Avantis US Mid Cap Value ETF shares in Q1 2026, an estimated $1.1M.
  • Avantis US Mid Cap Value ETF made up 0.88% of Maridea Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Maridea Wealth Management first reported a position in Avantis US Mid Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.