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MB Generational Wealth’s Avantis US Large Cap Value ETF AVLV Stock Holding History

MB Generational Wealth’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
Q2 		$11.5M Sell
126,413
-580
-0.5% -$50.9K 5.65% 6
2026
Q1 		$10.2M Sell
126,993
-42
-0% -$3.41K 5.66% 6
2025
Q4 		$9.63M Buy
127,035
+306
+0.2% +$22.5K 5.1% 6
2025
Q3 		$9.16M Buy
+126,729
New +$8.95M 5.82% 6
2025
Q1 		$8.71M Sell
133,529
-568
-0.4% -$38.5K 6.5% 6
2024
Q4 		$8.95M Sell
134,097
-650
-0.5% -$44.2K 6.57% 6
2024
Q3 		$8.87M Buy
134,747
+630
+0.5% +$40.1K 6.39% 6
2024
Q2 		$8.43M Buy
134,117
+1,595
+1% +$100K 6.53% 6
2024
Q1 		$8.52M Buy
132,522
+16,030
+14% +$961K 6.68% 6
2023
Q4 		$6.73M Buy
+116,492
New +$6.26M 6.31% 6

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

MB Generational Wealth's AVLV Position: Q2 2026 in Review

MB Generational Wealth reduced its Avantis US Large Cap Value ETF (AVLV) stake by 0.46% in Q2 2026, selling an estimated $50.9K and leaving 126,413 shares worth $11.5M. The position accounts for 5.65% of the portfolio, ranked #6.

MB Generational Wealth first reported a position in AVLV in Q4 2023 and has held it in 10 quarters since. 563 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • MB Generational Wealth held 126,413 shares of Avantis US Large Cap Value ETF worth $11.5M as of Q2 2026.
  • MB Generational Wealth sold 580 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $50.9K.
  • Avantis US Large Cap Value ETF made up 5.65% of MB Generational Wealth's portfolio in Q2 2026, its #6 holding.
  • MB Generational Wealth first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 563 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on MB Generational Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.