McMill Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

McMill Wealth Management’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	$26.6M	Buy	291,738 +1,955	+0.7%	+$172K	6.38%	5
2026 Q1	$23.4M	Buy	289,783 +20,541	+8%	+$1.67M	6.21%	5
2025 Q4	$20.4M	Buy	269,242 +14,264	+6%	+$1.05M	5.74%	5
2025 Q3	$18.4M	Buy	254,978 +66,705	+35%	+$4.71M	5.25%	7
2025 Q2	$12.8M	Buy	188,273 +16,998	+10%	+$1.09M	4.25%	10
2025 Q1	$11.2M	Buy	171,275 +24,485	+17%	+$1.66M	4.03%	10
2024 Q4	$9.8M	Buy	+146,790	New	+$9.99M	3.97%	10

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

McMill Wealth Management's AVLV Position: Q2 2026 in Review

McMill Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 0.67% in Q2 2026, buying an estimated $172K and bringing the position to 291,738 shares worth $26.6M. The position accounts for 6.38% of the portfolio, ranked #5.

McMill Wealth Management first reported a position in AVLV in Q4 2024 and has held it in 7 quarters since. 564 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

McMill Wealth Management held 291,738 shares of Avantis US Large Cap Value ETF worth $26.6M as of Q2 2026.
McMill Wealth Management bought 1,955 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $172K.
Avantis US Large Cap Value ETF made up 6.38% of McMill Wealth Management's portfolio in Q2 2026, its #5 holding.
McMill Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
564 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

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