ORBA Wealth Advisors
AVUV icon

ORBA Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

ORBA Wealth Advisors’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.23M Sell
18,912
-473
-2% -$59K 1.9% 15
2026
Q2 		$2.42M Sell
19,385
-130
-0.7% -$15.5K 2.07% 14
2026
Q1 		$2.16M Sell
19,515
-4,573
-19% -$503K 2.57% 12
2025
Q4 		$2.46M Sell
24,088
-947
-4% -$94.7K 2.13% 13
2025
Q3 		$2.49M Buy
25,035
+503
+2% +$48.7K 2.05% 16
2025
Q2 		$2.23M Sell
24,532
-12,926
-35% -$1.11M 2.03% 17
2025
Q1 		$3.27M Sell
37,458
-384
-1% -$36.1K 1.65% 23
2024
Q4 		$3.65M Sell
37,842
-32,584
-46% -$3.24M 1.91% 19
2024
Q3 		$6.76M Buy
70,426
+513
+0.7% +$48K 3.42% 6
2024
Q2 		$6.27M Buy
69,913
+2,977
+4% +$270K 3.25% 8
2024
Q1 		$6.27M Buy
66,936
+1,047
+2% +$92.6K 3.47% 7
2023
Q4 		$5.92M Buy
+65,889
New +$5.27M 3.55% 6

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Mason Investment Advisory Services
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

ORBA Wealth Advisors's AVUV Position: Q3 2026 in Review

ORBA Wealth Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.4% in Q3 2026, selling an estimated $59K and leaving 18,912 shares worth $2.23M. The position accounts for 1.9% of the portfolio, ranked #15.

ORBA Wealth Advisors first reported a position in AVUV in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.76M in Q3 2024. 1,108 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • ORBA Wealth Advisors held 18,912 shares of Avantis US Small Cap Value ETF worth $2.23M as of Q3 2026.
  • ORBA Wealth Advisors sold 473 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $59K.
  • Avantis US Small Cap Value ETF made up 1.9% of ORBA Wealth Advisors's portfolio in Q3 2026, its #15 holding.
  • ORBA Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • ORBA Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $6.76M in Q3 2024.
  • 1,108 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.