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 Q3	$472K	Buy	5,231 +736	+16%	+$66.7K	0.23%	46
2026 Q2	$404K	Sell	4,495 -140	-3%	-$12.1K	0.2%	51
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

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Pacific Asset Management's AVLC Position: Q3 2026 in Review

Pacific Asset Management increased its Avantis US Large Cap Equity ETF (AVLC) stake by 16% in Q3 2026, buying an estimated $66.7K and bringing the position to 5,231 shares worth $472K. The position accounts for 0.23% of the portfolio, ranked #46.

Pacific Asset Management first reported a position in AVLC in Q2 2025 and has held it in 6 quarters since. 42 funds tracked by Wall St. Rank hold AVLC as of Q3 2026.

Pacific Asset Management held 5,231 shares of Avantis US Large Cap Equity ETF worth $472K as of Q3 2026.
Pacific Asset Management bought 736 Avantis US Large Cap Equity ETF shares in Q3 2026, an estimated $66.7K.
Avantis US Large Cap Equity ETF made up 0.23% of Pacific Asset Management's portfolio in Q3 2026, its #46 holding.
Pacific Asset Management first reported a position in Avantis US Large Cap Equity ETF in Q2 2025 and has held it in 6 quarters since.
42 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2026.

Based on Pacific Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.