Northwestern Mutual Wealth Management
AVLC icon

Northwestern Mutual Wealth Management’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$603K Buy
7,775
+4,666
+150% +$374K ﹤0.01% 1502
2025
Q4 		$244K Buy
3,109
+466
+18% +$36.2K ﹤0.01% 1779
2025
Q3 		$202K Buy
+2,643
New +$195K ﹤0.01% 1789

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Northwestern Mutual Wealth Management's AVLC Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Avantis US Large Cap Equity ETF (AVLC) stake by 150% in Q1 2026, buying an estimated $374K and bringing the position to 7,775 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Northwestern Mutual Wealth Management first reported a position in AVLC in Q3 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold AVLC as of Q1 2026.

  • Northwestern Mutual Wealth Management held 7,775 shares of Avantis US Large Cap Equity ETF worth $603K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 4,666 Avantis US Large Cap Equity ETF shares in Q1 2026, an estimated $374K.
  • Avantis US Large Cap Equity ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1502 holding.
  • Northwestern Mutual Wealth Management first reported a position in Avantis US Large Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.