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 Q3	$1.03M	Sell	7,904 -908	-10%	-$117K	0.74%	22
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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

North Capital's AVUS Position: Q3 2026 in Review

North Capital reduced its Avantis US Equity ETF (AVUS) stake by 10% in Q3 2026, selling an estimated $117K and leaving 7,904 shares worth $1.03M. The position accounts for 0.74% of the portfolio, ranked #22.

North Capital first reported a position in AVUS in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.13M in Q2 2026. 262 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

North Capital held 7,904 shares of Avantis US Equity ETF worth $1.03M as of Q3 2026.
North Capital sold 908 Avantis US Equity ETF shares in Q3 2026, an estimated $117K.
Avantis US Equity ETF made up 0.74% of North Capital's portfolio in Q3 2026, its #22 holding.
North Capital first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 7 quarters since.
North Capital's Avantis US Equity ETF position peaked at $1.13M in Q2 2026.
262 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.