MCFP
AVUS icon

McCarley & Cook Financial Planners’s Avantis US Equity ETF AVUS Stock Holding History

McCarley & Cook Financial Planners’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$53.8K Hold
420
– – 0.04% 94
2026
Q2 		$53.8K Hold
420
– – 0.04% 93
2026
Q1 		$46.7K Hold
420
– – 0.04% 98
2025
Q4 		$46.9K Buy
+420
New +$46.3K 0.04% 84

Other funds holding AVUS

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

McCarley & Cook Financial Planners's AVUS Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Avantis US Equity ETF (AVUS) position steady in Q3 2026 at 420 shares worth $53.8K. The position accounts for 0.04% of the portfolio, ranked #94.

McCarley & Cook Financial Planners first reported a position in AVUS in Q4 2025 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • McCarley & Cook Financial Planners held 420 shares of Avantis US Equity ETF worth $53.8K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Avantis US Equity ETF share count unchanged in Q3 2026.
  • Avantis US Equity ETF made up 0.04% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #94 holding.
  • McCarley & Cook Financial Planners first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 194 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.