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Networth Advisors’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Networth Advisors’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.3M Buy
259,352
+16,689
+7% +$1.44M 13.56% 1
2026
Q1 		$18.8M Buy
242,663
+3,491
+1% +$280K 13.3% 1
2025
Q4 		$18.8M Buy
+239,172
New +$18.6M 13.88% 1

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Networth Advisors's AVLC Position: Q2 2026 in Review

Networth Advisors increased its Avantis US Large Cap Equity ETF (AVLC) stake by 6.9% in Q2 2026, buying an estimated $1.44M and bringing the position to 259,352 shares worth $23.3M. The position accounts for 13.56% of the portfolio, ranked #1.

Networth Advisors first reported a position in AVLC in Q4 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Networth Advisors held 259,352 shares of Avantis US Large Cap Equity ETF worth $23.3M as of Q2 2026.
  • Networth Advisors bought 16,689 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $1.44M.
  • Avantis US Large Cap Equity ETF made up 13.56% of Networth Advisors's portfolio in Q2 2026, its #1 holding.
  • Networth Advisors first reported a position in Avantis US Large Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.