MWM
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Meritas Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Meritas Wealth Management’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$514K Buy
5,184
+859
+20% +$82.7K 0.2% 38
2026
Q1 		$381K Buy
4,325
+888
+26% +$79.9K 0.17% 40
2025
Q4 		$295K Buy
3,437
+791
+30% +$66.9K 0.14% 46
2025
Q3 		$221K Buy
+2,646
New +$213K 0.11% 53

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
PAM
Pacific Asset Management Gig Harbor, Washington $204M AUM 21.57% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $208M AUM 14.68% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $272M AUM 26.93% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Meritas Wealth Management's AVGE Position: Q2 2026 in Review

Meritas Wealth Management increased its Avantis All Equity Markets ETF (AVGE) stake by 20% in Q2 2026, buying an estimated $82.7K and bringing the position to 5,184 shares worth $514K. The position accounts for 0.2% of the portfolio, ranked #38.

Meritas Wealth Management first reported a position in AVGE in Q3 2025 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Meritas Wealth Management held 5,184 shares of Avantis All Equity Markets ETF worth $514K as of Q2 2026.
  • Meritas Wealth Management bought 859 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $82.7K.
  • Avantis All Equity Markets ETF made up 0.2% of Meritas Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Meritas Wealth Management first reported a position in Avantis All Equity Markets ETF in Q3 2025 and has held it in 4 quarters since.
  • 84 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.