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

Meridian 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
Q1 		$1.38M Sell
17,134
-3,740
-18% -$303K 0.05% 296
2025
Q4 		$1.58M Buy
20,874
+478
+2% +$35.2K 0.06% 262
2025
Q3 		$1.47M Buy
20,396
+1,775
+10% +$125K 0.06% 263
2025
Q2 		$1.27M Buy
18,621
+293
+2% +$18.9K 0.05% 269
2025
Q1 		$1.2M Buy
18,328
+259
+1% +$17.6K 0.06% 255
2024
Q4 		$1.21M Buy
18,069
+1,188
+7% +$80.8K 0.06% 255
2024
Q3 		$1.11M Buy
+16,881
New +$1.07M 0.05% 266
2024
Q2 		– Sell
-4,391
Closed -$282K – 307
2024
Q1 		$282K Buy
+4,391
New +$263K 0.05% 171

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Wealth Enhancement Advisory Services
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Ameriprise
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LPL Financial
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American Century Companies
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Cerity Partners
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM