Morris Financial Concepts’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Morris Financial Concepts’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	$55.6K	Sell	610 -93	-13%	-$8.17K	0.02%	158
2026 Q1	$56.7K	Hold	703	–	–	0.02%	156
2025 Q4	$53.3K	Buy	703 +204	+41%	+$15K	0.02%	154
2025 Q3	$36.1K	Hold	499	–	–	0.01%	163
2025 Q2	$34K	Hold	499	–	–	0.01%	160
2025 Q1	$32.5K	Sell	499 -122	-20%	-$8.27K	0.01%	158
2024 Q4	$41.5K	Hold	621	–	–	0.02%	146
2024 Q3	$40.9K	Hold	621	–	–	0.02%	151
2024 Q2	$39K	Sell	621 -30	-5%	-$1.88K	0.02%	124
2024 Q1	$41.8K	Sell	651 -30	-4%	-$1.8K	0.02%	121
2023 Q4	$39.3K	Buy	681 +12	+2%	+$645	0.02%	118
2023 Q3	$35.2K	Sell	669 -55	-8%	-$2.98K	0.02%	110
2023 Q2	$38.6K	Buy	724 +127	+21%	+$6.49K	0.03%	110
2023 Q1	$30.5K	Hold	597	–	–	0.02%	116
2022 Q4	$30K	Buy	597 +43	+8%	+$2.16K	0.02%	104
2022 Q3	$25K	Buy	+554	New	+$26.8K	0.03%	85

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

Morris Financial Concepts's AVLV Position: Q2 2026 in Review

Morris Financial Concepts reduced its Avantis US Large Cap Value ETF (AVLV) stake by 13% in Q2 2026, selling an estimated $8.17K and leaving 610 shares worth $55.6K. The position accounts for 0.02% of the portfolio, ranked #158.

Morris Financial Concepts first reported a position in AVLV in Q3 2022 and has held it in 16 quarters since. The position peaked at $56.7K in Q1 2026. 565 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Morris Financial Concepts held 610 shares of Avantis US Large Cap Value ETF worth $55.6K as of Q2 2026.
Morris Financial Concepts sold 93 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $8.17K.
Avantis US Large Cap Value ETF made up 0.02% of Morris Financial Concepts's portfolio in Q2 2026, its #158 holding.
Morris Financial Concepts first reported a position in Avantis US Large Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
Morris Financial Concepts's Avantis US Large Cap Value ETF position peaked at $56.7K in Q1 2026.
565 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.