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Palo Alto Wealth Advisors’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Palo Alto Wealth Advisors’s Portfolio AVMC Stock Details AVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$4.79M Buy
68,650
+15,480
+29% +$1.06M 1.39% 13
2025
Q2 		$3.52M Buy
+53,170
New +$3.32M 1.33% 16

Other funds holding AVMC

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Palo Alto Wealth Advisors increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 29% in Q3 2025, buying an estimated $1.06M and bringing the position to 68,650 shares worth $4.79M. The position accounts for 1.39% of the portfolio, ranked #13.

Palo Alto Wealth Advisors first reported a position in AVMC in Q2 2025 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold AVMC as of Q3 2025.

  • Palo Alto Wealth Advisors held 68,650 shares of Avantis US Mid Cap Equity ETF worth $4.79M as of Q3 2025.
  • Palo Alto Wealth Advisors bought 15,480 Avantis US Mid Cap Equity ETF shares in Q3 2025, an estimated $1.06M.
  • Avantis US Mid Cap Equity ETF made up 1.39% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #13 holding.
  • Palo Alto Wealth Advisors first reported a position in Avantis US Mid Cap Equity ETF in Q2 2025 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q3 2025.

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