Mayfair Advisory Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Mayfair Advisory Group’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$413K	Buy	4,564 +82	+2%	+$7.61K	0.12%	122
2026 Q2	$413K	Buy	4,482 +658	+17%	+$57.8K	0.12%	123
2026 Q1	$308K	Buy	3,824 +1,017	+36%	+$82.5K	0.11%	138
2025 Q4	$216K	Buy	2,807 +10	+0.4%	+$736	0.08%	168
2025 Q3	$202K	Buy	+2,797	New	+$198K	0.09%	186

Other funds holding AVLV

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Mayfair Advisory Group's AVLV Position: Q3 2026 in Review

Mayfair Advisory Group increased its Avantis US Large Cap Value ETF (AVLV) stake by 1.8% in Q3 2026, buying an estimated $7.61K and bringing the position to 4,564 shares worth $413K. The position accounts for 0.12% of the portfolio, ranked #122.

Mayfair Advisory Group first reported a position in AVLV in Q3 2025 and has held it in 5 quarters since. The position peaked at $413K in Q2 2026. 479 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

Mayfair Advisory Group held 4,564 shares of Avantis US Large Cap Value ETF worth $413K as of Q3 2026.
Mayfair Advisory Group bought 82 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $7.61K.
Avantis US Large Cap Value ETF made up 0.12% of Mayfair Advisory Group's portfolio in Q3 2026, its #122 holding.
Mayfair Advisory Group first reported a position in Avantis US Large Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
Mayfair Advisory Group's Avantis US Large Cap Value ETF position peaked at $413K in Q2 2026.
479 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.