North Ridge Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

North Ridge Wealth Advisors’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 Q1	$4.55M	Sell	40,954 -621	-1%	-$71.1K	2.56%	11
2025 Q4	$4.65M	Sell	41,575 -685	-2%	-$75.4K	2.6%	12
2025 Q3	$4.59M	Sell	42,260 -1,099	-3%	-$115K	2.63%	12
2025 Q2	$4.37M	Buy	43,359 +8,404	+24%	+$787K	2.69%	13
2025 Q1	$3.23M	Hold	34,955	–	–	2.16%	13
2024 Q4	$3.39M	Sell	34,955 -12	-0%	-$1.18K	2.35%	13
2024 Q3	$3.33M	Sell	34,967 -602	-2%	-$55.3K	2.26%	13
2024 Q2	$3.21M	Sell	35,569 -790	-2%	-$69.8K	2.44%	13
2024 Q1	$3.25M	Hold	36,359	–	–	2.52%	12
2023 Q4	$2.97M	Buy	36,359 +11,089	+44%	+$839K	2.47%	12
2023 Q3	$1.85M	Hold	25,270	–	–	1.8%	13
2023 Q2	$1.9M	Buy	25,270 +213	+0.9%	+$15.2K	1.82%	13
2023 Q1	$1.78M	Buy	+25,057	New	+$1.77M	1.78%	13

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

North Ridge Wealth Advisors's AVUS Position: Q1 2026 in Review

North Ridge Wealth Advisors reduced its Avantis US Equity ETF (AVUS) stake by 1.5% in Q1 2026, selling an estimated $71.1K and leaving 40,954 shares worth $4.55M. The position accounts for 2.56% of the portfolio, ranked #11.

North Ridge Wealth Advisors first reported a position in AVUS in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.65M in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

North Ridge Wealth Advisors held 40,954 shares of Avantis US Equity ETF worth $4.55M as of Q1 2026.
North Ridge Wealth Advisors sold 621 Avantis US Equity ETF shares in Q1 2026, an estimated $71.1K.
Avantis US Equity ETF made up 2.56% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #11 holding.
North Ridge Wealth Advisors first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 13 quarters since.
North Ridge Wealth Advisors's Avantis US Equity ETF position peaked at $4.65M in Q4 2025.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.