NWAM LLC’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

NWAM LLC’s Portfolio AVGV Stock Details AVGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.83M	Buy	+21,639	New	+$1.87M	0.09%	223

Other funds holding AVGV

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

Asset One Wealth Management Bellevue, Washington $1.17B AUM 22.82% 1-Year Est. Return

NWAM LLC's AVGV Position: Q3 2026 in Review

NWAM LLC opened a new position in Avantis All Equity Markets Value ETF (AVGV) in Q3 2026: 21,639 shares worth $1.83M. The stake represents 0.09% of the portfolio and ranks #223 among its holdings.

26 funds tracked by Wall St. Rank hold AVGV as of Q3 2026.

NWAM LLC held 21,639 shares of Avantis All Equity Markets Value ETF worth $1.83M as of Q3 2026.
Avantis All Equity Markets Value ETF was a new NWAM LLC position in Q3 2026.
Avantis All Equity Markets Value ETF made up 0.09% of NWAM LLC's portfolio in Q3 2026, its #223 holding.
26 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q3 2026.

Based on NWAM LLC's 13F filing for Q3 2026, filed 9 Nov 2026.