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 Q3	$22.1M	Buy	244,693 +792	+0.3%	+$73.5K	13.59%	1
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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

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

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Oceanside Advisors's AVLV Position: Q3 2026 in Review

Oceanside Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 0.32% in Q3 2026, buying an estimated $73.5K and bringing the position to 244,693 shares worth $22.1M. The position accounts for 13.59% of the portfolio, ranked #1.

Oceanside Advisors first reported a position in AVLV in Q4 2023 and has held it in 12 quarters since. The position peaked at $22.2M in Q2 2026. 445 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

Oceanside Advisors held 244,693 shares of Avantis US Large Cap Value ETF worth $22.1M as of Q3 2026.
Oceanside Advisors bought 792 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $73.5K.
Avantis US Large Cap Value ETF made up 13.59% of Oceanside Advisors's portfolio in Q3 2026, its #1 holding.
Oceanside Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
Oceanside Advisors's Avantis US Large Cap Value ETF position peaked at $22.2M in Q2 2026.
445 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Oceanside Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.