NA
AVLV icon

Networth Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Networth Advisors’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
Q2 		$10.5M Buy
114,938
+14,202
+14% +$1.25M 6.09% 4
2026
Q1 		$8.12M Buy
100,736
+2,191
+2% +$178K 5.74% 4
2025
Q4 		$7.47M Buy
+98,545
New +$7.25M 5.51% 5

Other funds holding AVLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Networth Advisors's AVLV Position: Q2 2026 in Review

Networth Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 14% in Q2 2026, buying an estimated $1.25M and bringing the position to 114,938 shares worth $10.5M. The position accounts for 6.09% of the portfolio, ranked #4.

Networth Advisors first reported a position in AVLV in Q4 2025 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Networth Advisors held 114,938 shares of Avantis US Large Cap Value ETF worth $10.5M as of Q2 2026.
  • Networth Advisors bought 14,202 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $1.25M.
  • Avantis US Large Cap Value ETF made up 6.09% of Networth Advisors's portfolio in Q2 2026, its #4 holding.
  • Networth Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 362 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

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