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New England Capital Financial Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

New England Capital Financial 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 		$4.93K Buy
+54
New +$4.74K ﹤0.01% 321

Other funds holding AVLV

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
NPT
Nixon Peabody Trust Boston, Massachusetts $1.41B AUM 27.78% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

New England Capital Financial Advisors's AVLV Position: Q2 2026 in Review

New England Capital Financial Advisors opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 54 shares worth $4.93K. The stake represents ﹤0.01% of the portfolio and ranks #321 among its holdings.

259 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • New England Capital Financial Advisors held 54 shares of Avantis US Large Cap Value ETF worth $4.93K as of Q2 2026.
  • Avantis US Large Cap Value ETF was a new New England Capital Financial Advisors position in Q2 2026.
  • Avantis US Large Cap Value ETF made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #321 holding.
  • 259 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.