Networth Advisors
AVLC icon

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
Q3 		$23.6M Buy
261,518
+2,166
+0.8% +$196K 13.56% 1
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

Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cypress Point Wealth Management
Cypress Point Wealth Management Dallas, Texas $945M AUM 10.4% 1-Year Est. Return
Ridgeline Wealth
Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Financial Insights
Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Networth Advisors's AVLC Position: Q3 2026 in Review

Networth Advisors increased its Avantis US Large Cap Equity ETF (AVLC) stake by 0.84% in Q3 2026, buying an estimated $196K and bringing the position to 261,518 shares worth $23.6M. 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 4 quarters since. 72 funds tracked by Wall St. Rank hold AVLC as of Q3 2026.

  • Networth Advisors held 261,518 shares of Avantis US Large Cap Equity ETF worth $23.6M as of Q3 2026.
  • Networth Advisors bought 2,166 Avantis US Large Cap Equity ETF shares in Q3 2026, an estimated $196K.
  • Avantis US Large Cap Equity ETF made up 13.56% of Networth Advisors's portfolio in Q3 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 4 quarters since.
  • 72 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.