MWM
AVUV icon

Moulton Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Moulton Wealth Management’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$921K Buy
+7,361
New +$878K 0.61% 36

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Moulton Wealth Management's AVUV Position: Q2 2026 in Review

Moulton Wealth Management opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 7,361 shares worth $921K. The stake represents 0.61% of the portfolio and ranks #36 among its holdings.

303 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Moulton Wealth Management held 7,361 shares of Avantis US Small Cap Value ETF worth $921K as of Q2 2026.
  • Avantis US Small Cap Value ETF was a new Moulton Wealth Management position in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.61% of Moulton Wealth Management's portfolio in Q2 2026, its #36 holding.
  • 303 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.