Medallion Wealth Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Medallion Wealth Advisors’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	$38.7K	Hold	424	–	–	0.01%	514
2026 Q1	$34.2K	Buy	424 +36	+9%	+$2.92K	0.01%	549
2025 Q4	$29.4K	Hold	388	–	–	0.01%	569
2025 Q3	$28K	Hold	388	–	–	0.01%	573
2025 Q2	$26.8K	Buy	388 +374	+2,671%	+$24.1K	0.01%	567
2025 Q1	$916	Hold	14	–	–	﹤0.01%	997
2024 Q4	$935	Buy	+14	New	+$953	﹤0.01%	937

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

Medallion Wealth Advisors's AVLV Position: Q2 2026 in Review

Medallion Wealth Advisors held its Avantis US Large Cap Value ETF (AVLV) position steady in Q2 2026 at 424 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #514.

Medallion Wealth Advisors first reported a position in AVLV in Q4 2024 and has held it in 7 quarters since. 565 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Medallion Wealth Advisors held 424 shares of Avantis US Large Cap Value ETF worth $38.7K as of Q2 2026.
Medallion Wealth Advisors left its Avantis US Large Cap Value ETF share count unchanged in Q2 2026.
Avantis US Large Cap Value ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #514 holding.
Medallion Wealth Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
565 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.