McCarthy Asset Management’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

McCarthy Asset Management’s Portfolio AVGV Stock Details AVGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$500K	Buy	+5,929	New	+$514K	0.24%	21

Other funds holding AVGV

MWP

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

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

MWML

M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CHIA

Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

McCarthy Asset Management's AVGV Position: Q3 2026 in Review

McCarthy Asset Management opened a new position in Avantis All Equity Markets Value ETF (AVGV) in Q3 2026: 5,929 shares worth $500K. The stake represents 0.24% of the portfolio and ranks #21 among its holdings.

13 funds tracked by Wall St. Rank hold AVGV as of Q3 2026.

McCarthy Asset Management held 5,929 shares of Avantis All Equity Markets Value ETF worth $500K as of Q3 2026.
Avantis All Equity Markets Value ETF was a new McCarthy Asset Management position in Q3 2026.
Avantis All Equity Markets Value ETF made up 0.24% of McCarthy Asset Management's portfolio in Q3 2026, its #21 holding.
13 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q3 2026.

Based on McCarthy Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.