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Narus Financial Partners’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Narus Financial Partners’s Portfolio AVMC Stock Details AVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$221K Buy
+2,754
New +$213K 0.06% 166

Other funds holding AVMC

EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

Narus Financial Partners's AVMC Position: Q2 2026 in Review

Narus Financial Partners opened a new position in Avantis US Mid Cap Equity ETF (AVMC) in Q2 2026: 2,754 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #166 among its holdings.

79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Narus Financial Partners held 2,754 shares of Avantis US Mid Cap Equity ETF worth $221K as of Q2 2026.
  • Avantis US Mid Cap Equity ETF was a new Narus Financial Partners position in Q2 2026.
  • Avantis US Mid Cap Equity ETF made up 0.06% of Narus Financial Partners's portfolio in Q2 2026, its #166 holding.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.