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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
Q2 		$249K Buy
+3,418
New +$245K 0.18% 58

Other funds holding AVMA

VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Marrick Wealth's AVMA Position: Q2 2026 in Review

Marrick Wealth opened a new position in Avantis Moderate Allocation ETF (AVMA) in Q2 2026: 3,418 shares worth $249K. The stake represents 0.18% of the portfolio and ranks #58 among its holdings.

4 funds tracked by Wall St. Rank hold AVMA as of Q2 2026.

  • Marrick Wealth held 3,418 shares of Avantis Moderate Allocation ETF worth $249K as of Q2 2026.
  • Avantis Moderate Allocation ETF was a new Marrick Wealth position in Q2 2026.
  • Avantis Moderate Allocation ETF made up 0.18% of Marrick Wealth's portfolio in Q2 2026, its #58 holding.
  • 4 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2026.

Based on Marrick Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.