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Prudent Investor Advisors, LLC’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Prudent Investor Advisors, LLC’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
Q3 		$3.62M Buy
+40,038
New +$3.72M 2.84% 9

Other funds holding AVLV

Wealth Enhancement Advisory Services
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Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Nixon Peabody Trust
Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

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

Prudent Investor Advisors, LLC opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q3 2026: 40,038 shares worth $3.62M. The stake represents 2.84% of the portfolio and ranks #9 among its holdings.

197 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

  • Prudent Investor Advisors, LLC held 40,038 shares of Avantis US Large Cap Value ETF worth $3.62M as of Q3 2026.
  • Avantis US Large Cap Value ETF was a new Prudent Investor Advisors, LLC position in Q3 2026.
  • Avantis US Large Cap Value ETF made up 2.84% of Prudent Investor Advisors, LLC's portfolio in Q3 2026, its #9 holding.
  • 197 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

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