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Oceanside Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Oceanside Advisors’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.2M Buy
243,901
+2,172
+0.9% +$191K 11.23% 2
2026
Q1 		$19.5M Buy
241,729
+1,696
+0.7% +$138K 11.12% 2
2025
Q4 		$18.2M Sell
240,033
-2,025
-0.8% -$149K 11.03% 2
2025
Q3 		$17.5M Buy
242,058
+2,580
+1% +$182K 10.93% 2
2025
Q2 		$16.3M Buy
239,478
+3,336
+1% +$215K 10.93% 2
2025
Q1 		$15.4M Buy
236,142
+4,209
+2% +$285K 11.14% 2
2024
Q4 		$15.5M Buy
231,933
+2,072
+0.9% +$141K 11.55% 2
2024
Q3 		$15.1M Buy
229,861
+5,697
+3% +$363K 11.28% 2
2024
Q2 		$14.1M Buy
224,164
+5,273
+2% +$330K 11.38% 2
2024
Q1 		$14.1M Buy
218,891
+6,046
+3% +$362K 11.64% 2
2023
Q4 		$12.3M Buy
+212,845
New +$11.4M 10.85% 2

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Oceanside Advisors's AVLV Position: Q2 2026 in Review

Oceanside Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 0.9% in Q2 2026, buying an estimated $191K and bringing the position to 243,901 shares worth $22.2M. The position accounts for 11.23% of the portfolio, ranked #2.

Oceanside Advisors first reported a position in AVLV in Q4 2023 and has held it in 11 quarters since. 564 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Oceanside Advisors held 243,901 shares of Avantis US Large Cap Value ETF worth $22.2M as of Q2 2026.
  • Oceanside Advisors bought 2,172 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $191K.
  • Avantis US Large Cap Value ETF made up 11.23% of Oceanside Advisors's portfolio in Q2 2026, its #2 holding.
  • Oceanside Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 564 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Oceanside Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.