Prudent Investor Advisors, LLC’s Avantis All Equity Markets ETF AVGE Stock Holding History

Prudent Investor Advisors, LLC’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 Q3	$347K	Buy	+3,524	New	+$352K	0.27%	25

Other funds holding AVGE

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return

IFS

Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Prudent Investor Advisors, LLC's AVGE Position: Q3 2026 in Review

Prudent Investor Advisors, LLC opened a new position in Avantis All Equity Markets ETF (AVGE) in Q3 2026: 3,524 shares worth $347K. The stake represents 0.27% of the portfolio and ranks #25 among its holdings.

51 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

Prudent Investor Advisors, LLC held 3,524 shares of Avantis All Equity Markets ETF worth $347K as of Q3 2026.
Avantis All Equity Markets ETF was a new Prudent Investor Advisors, LLC position in Q3 2026.
Avantis All Equity Markets ETF made up 0.27% of Prudent Investor Advisors, LLC's portfolio in Q3 2026, its #25 holding.
51 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

Based on Prudent Investor Advisors, LLC's 13F filing for Q3 2026, filed 22 Oct 2026.