Marrick Wealth
AVMA icon

Marrick Wealth’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Marrick Wealth’s Portfolio AVMA Stock Details AVMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$283K Buy
3,947
+529
+15% +$38.7K 0.2% 51
2026
Q2 		$249K Buy
+3,418
New +$245K 0.18% 58

Other funds holding AVMA

Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
OceanIQ Capital
OceanIQ Capital Palo Alto, California $190M AUM
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.83% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Marrick Wealth's AVMA Position: Q3 2026 in Review

Marrick Wealth increased its Avantis Moderate Allocation ETF (AVMA) stake by 15% in Q3 2026, buying an estimated $38.7K and bringing the position to 3,947 shares worth $283K. The position accounts for 0.2% of the portfolio, ranked #51.

Marrick Wealth first reported a position in AVMA in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold AVMA as of Q3 2026.

  • Marrick Wealth held 3,947 shares of Avantis Moderate Allocation ETF worth $283K as of Q3 2026.
  • Marrick Wealth bought 529 Avantis Moderate Allocation ETF shares in Q3 2026, an estimated $38.7K.
  • Avantis Moderate Allocation ETF made up 0.2% of Marrick Wealth's portfolio in Q3 2026, its #51 holding.
  • Marrick Wealth first reported a position in Avantis Moderate Allocation ETF in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q3 2026.

Based on Marrick Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.