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

Oak 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 Q2	$28.8M	Buy	225,124 +1,671	+0.7%	+$206K	13.83%	1
2026 Q1	$24.8M	Buy	223,453 +11,864	+6%	+$1.36M	13.65%	2
2025 Q4	$23.7M	Buy	211,589 +1,307	+0.6%	+$144K	13.58%	2
2025 Q3	$22.9M	Buy	210,282 +2,953	+1%	+$310K	13.28%	2
2025 Q2	$20.9M	Sell	207,329 -26,712	-11%	-$2.5M	13.41%	2
2025 Q1	$21.6M	Buy	234,041 +36,839	+19%	+$3.59M	16%	1
2024 Q4	$19.1M	Buy	+197,202	New	+$19.4M	14.7%	1

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ORL

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

AAS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Oak Wealth Advisors's AVUS Position: Q2 2026 in Review

Oak Wealth Advisors increased its Avantis US Equity ETF (AVUS) stake by 0.75% in Q2 2026, buying an estimated $206K and bringing the position to 225,124 shares worth $28.8M. The position accounts for 13.83% of the portfolio, ranked #1.

Oak Wealth Advisors first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. 269 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Oak Wealth Advisors held 225,124 shares of Avantis US Equity ETF worth $28.8M as of Q2 2026.
Oak Wealth Advisors bought 1,671 Avantis US Equity ETF shares in Q2 2026, an estimated $206K.
Avantis US Equity ETF made up 13.83% of Oak Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Oak Wealth Advisors first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
269 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.