Orgel Wealth Management
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Orgel Wealth Management’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Orgel Wealth Management’s Portfolio AVSE Stock Details AVSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.2M Buy
129,207
+1,419
+1% +$111K 0.19% 27
2026
Q2 		$10.5M Buy
+127,788
New +$9.9M 0.2% 26

Other funds holding AVSE

HFA
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
FDS
Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Orgel Wealth Management's AVSE Position: Q3 2026 in Review

Orgel Wealth Management increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 1.1% in Q3 2026, buying an estimated $111K and bringing the position to 129,207 shares worth $10.2M. The position accounts for 0.19% of the portfolio, ranked #27.

Orgel Wealth Management first reported a position in AVSE in Q2 2026 and has held it in 2 quarters since. The position peaked at $10.5M in Q2 2026. 16 funds tracked by Wall St. Rank hold AVSE as of Q3 2026.

  • Orgel Wealth Management held 129,207 shares of Avantis Responsible Emerging Markets Equity ETF worth $10.2M as of Q3 2026.
  • Orgel Wealth Management bought 1,419 Avantis Responsible Emerging Markets Equity ETF shares in Q3 2026, an estimated $111K.
  • Avantis Responsible Emerging Markets Equity ETF made up 0.19% of Orgel Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Orgel Wealth Management first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • Orgel Wealth Management's Avantis Responsible Emerging Markets Equity ETF position peaked at $10.5M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.