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North Capital’s Avantis US Equity ETF AVUS Stock Holding History

North Capital’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
Q2 		$1.13M Buy
8,812
+7
+0.1% +$862 0.85% 20
2026
Q1 		$979K Buy
8,805
+4
+0% +$458 0.83% 19
2025
Q4 		$984K Buy
8,801
+919
+12% +$101K 0.85% 19
2025
Q3 		$857K Buy
7,882
+7
+0.1% +$735 0.66% 21
2025
Q2 		$794K Buy
7,875
+7
+0.1% +$655 0.68% 21
2025
Q1 		$727K Buy
+7,868
New +$767K 0.69% 19

Other funds holding AVUS

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

North Capital's AVUS Position: Q2 2026 in Review

North Capital increased its Avantis US Equity ETF (AVUS) stake by 0.08% in Q2 2026, buying an estimated $862 and bringing the position to 8,812 shares worth $1.13M. The position accounts for 0.85% of the portfolio, ranked #20.

North Capital first reported a position in AVUS in Q1 2025 and has held it in 6 quarters since. 208 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • North Capital held 8,812 shares of Avantis US Equity ETF worth $1.13M as of Q2 2026.
  • North Capital bought 7 Avantis US Equity ETF shares in Q2 2026, an estimated $862.
  • Avantis US Equity ETF made up 0.85% of North Capital's portfolio in Q2 2026, its #20 holding.
  • North Capital first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 208 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.