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

Meritas 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 		$22.6M Buy
248,212
+17,080
+7% +$1.5M 8.84% 5
2026
Q1 		$18.6M Buy
231,132
+30,689
+15% +$2.49M 8.42% 5
2025
Q4 		$15.2M Buy
200,443
+16,486
+9% +$1.21M 7.31% 6
2025
Q3 		$13.3M Buy
183,957
+25,573
+16% +$1.81M 6.58% 6
2025
Q2 		$10.8M Buy
158,384
+14,145
+10% +$911K 5.94% 6
2025
Q1 		$9.41M Buy
144,239
+29,854
+26% +$2.02M 5.52% 7
2024
Q4 		$7.64M Buy
114,385
+20,749
+22% +$1.41M 4.59% 8
2024
Q3 		$6.16M Buy
93,636
+32,592
+53% +$2.07M 3.81% 8
2024
Q2 		$3.84M Buy
61,044
+7,377
+14% +$462K 2.71% 10
2024
Q1 		$3.45M Buy
53,667
+20,441
+62% +$1.23M 2.4% 10
2023
Q4 		$1.92M Buy
33,226
+23,036
+226% +$1.24M 1.44% 11
2023
Q3 		$537K Buy
+10,190
New +$552K 0.41% 25

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

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

Meritas Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 7.4% in Q2 2026, buying an estimated $1.5M and bringing the position to 248,212 shares worth $22.6M. The position accounts for 8.84% of the portfolio, ranked #5.

Meritas Wealth Management first reported a position in AVLV in Q3 2023 and has held it in 12 quarters since. 564 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Meritas Wealth Management held 248,212 shares of Avantis US Large Cap Value ETF worth $22.6M as of Q2 2026.
  • Meritas Wealth Management bought 17,080 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $1.5M.
  • Avantis US Large Cap Value ETF made up 8.84% of Meritas Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Meritas Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 564 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

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