McCartney Wealth Management’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

McCartney Wealth 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 Q2	$2.49M	Buy	29,256 +712	+2%	+$59.4K	1.89%	18
2026 Q1	$2.21M	Buy	28,544 +2,259	+9%	+$177K	1.86%	19
2025 Q4	$1.92M	Buy	+26,285	New	+$1.88M	1.66%	19

Other funds holding AVGV

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

MWML

M Wealth Management LLC San Diego, California $127M AUM 16.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

MWM

Maimon Wealth Management Ra'anana, Israel $130M AUM

McCartney Wealth Management's AVGV Position: Q2 2026 in Review

McCartney Wealth Management increased its Avantis All Equity Markets Value ETF (AVGV) stake by 2.5% in Q2 2026, buying an estimated $59.4K and bringing the position to 29,256 shares worth $2.49M. The position accounts for 1.89% of the portfolio, ranked #18.

McCartney Wealth Management first reported a position in AVGV in Q4 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold AVGV as of Q2 2026.

McCartney Wealth Management held 29,256 shares of Avantis All Equity Markets Value ETF worth $2.49M as of Q2 2026.
McCartney Wealth Management bought 712 Avantis All Equity Markets Value ETF shares in Q2 2026, an estimated $59.4K.
Avantis All Equity Markets Value ETF made up 1.89% of McCartney Wealth Management's portfolio in Q2 2026, its #18 holding.
McCartney Wealth Management first reported a position in Avantis All Equity Markets Value ETF in Q4 2025 and has held it in 3 quarters since.
31 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q2 2026.

Based on McCartney Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.