Mosaic Family Wealth Partners’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Mosaic Family Wealth Partners’s Portfolio AVMV Stock Details AVMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1M	Buy	+13,484	New	+$1.01M	0.1%	110

Other funds holding AVMV

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $556M AUM

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Mosaic Family Wealth Partners's AVMV Position: Q1 2026 in Review

Mosaic Family Wealth Partners opened a new position in Avantis US Mid Cap Value ETF (AVMV) in Q1 2026: 13,484 shares worth $1M. The stake represents 0.1% of the portfolio and ranks #110 among its holdings.

78 funds tracked by Wall St. Rank hold AVMV as of Q1 2026.

Mosaic Family Wealth Partners held 13,484 shares of Avantis US Mid Cap Value ETF worth $1M as of Q1 2026.
Avantis US Mid Cap Value ETF was a new Mosaic Family Wealth Partners position in Q1 2026.
Avantis US Mid Cap Value ETF made up 0.1% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #110 holding.
78 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.