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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
Q2 		$1.58M Buy
17,366
+232
+1% +$20.4K 0.05% 303
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

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
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

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

Meridian Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 1.4% in Q2 2026, buying an estimated $20.4K and bringing the position to 17,366 shares worth $1.58M. The position accounts for 0.05% of the portfolio, ranked #303.

Meridian Wealth Management first reported a position in AVLV in Q1 2024 and has held it in 9 quarters since. 563 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Meridian Wealth Management held 17,366 shares of Avantis US Large Cap Value ETF worth $1.58M as of Q2 2026.
  • Meridian Wealth Management bought 232 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $20.4K.
  • Avantis US Large Cap Value ETF made up 0.05% of Meridian Wealth Management's portfolio in Q2 2026, its #303 holding.
  • Meridian Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 563 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.