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Pacific Asset Management’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Pacific Asset Management’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$359K Buy
4,635
+137
+3% +$11K 0.2% 50
2025
Q4 		$354K Buy
4,498
+12
+0.3% +$931 0.21% 49
2025
Q3 		$343K Buy
4,486
+6
+0.1% +$443 0.23% 46
2025
Q2 		$318K Buy
+4,480
New +$294K 0.26% 42

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Pacific Asset Management's AVLC Position: Q1 2026 in Review

Pacific Asset Management increased its Avantis US Large Cap Equity ETF (AVLC) stake by 3% in Q1 2026, buying an estimated $11K and bringing the position to 4,635 shares worth $359K. The position accounts for 0.2% of the portfolio, ranked #50.

Pacific Asset Management first reported a position in AVLC in Q2 2025 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold AVLC as of Q1 2026.

  • Pacific Asset Management held 4,635 shares of Avantis US Large Cap Equity ETF worth $359K as of Q1 2026.
  • Pacific Asset Management bought 137 Avantis US Large Cap Equity ETF shares in Q1 2026, an estimated $11K.
  • Avantis US Large Cap Equity ETF made up 0.2% of Pacific Asset Management's portfolio in Q1 2026, its #50 holding.
  • Pacific Asset Management first reported a position in Avantis US Large Cap Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q1 2026.

Based on Pacific Asset Management's 13F filing for Q1 2026, filed 4 May 2026.