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NWAM LLC’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

NWAM LLC’s Portfolio AVMV Stock Details AVMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$364K Buy
+4,516
New +$354K 0.02% 513

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

NWAM LLC's AVMV Position: Q2 2026 in Review

NWAM LLC opened a new position in Avantis US Mid Cap Value ETF (AVMV) in Q2 2026: 4,516 shares worth $364K. The stake represents 0.02% of the portfolio and ranks #513 among its holdings.

31 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • NWAM LLC held 4,516 shares of Avantis US Mid Cap Value ETF worth $364K as of Q2 2026.
  • Avantis US Mid Cap Value ETF was a new NWAM LLC position in Q2 2026.
  • Avantis US Mid Cap Value ETF made up 0.02% of NWAM LLC's portfolio in Q2 2026, its #513 holding.
  • 31 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.