Palo Alto Wealth Advisors’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Palo Alto Wealth Advisors’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
2025 Q3	$510K	Buy	+6,525	New	+$481K	0.15%	37

Other funds holding AVLC

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return

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

Buttonwood Financial Group Kansas City, Missouri $163M AUM 21.21% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Palo Alto Wealth Advisors's AVLC Position: Q3 2025 in Review

Palo Alto Wealth Advisors opened a new position in Avantis US Large Cap Equity ETF (AVLC) in Q3 2025: 6,525 shares worth $510K. The stake represents 0.15% of the portfolio and ranks #37 among its holdings.

64 funds tracked by Wall St. Rank hold AVLC as of Q3 2025.

Palo Alto Wealth Advisors held 6,525 shares of Avantis US Large Cap Equity ETF worth $510K as of Q3 2025.
Avantis US Large Cap Equity ETF was a new Palo Alto Wealth Advisors position in Q3 2025.
Avantis US Large Cap Equity ETF made up 0.15% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #37 holding.
64 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.