Parkwoods Wealth Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Parkwoods Wealth Partners’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.64M	Buy	18,016 +6,768	+60%	+$594K	0.26%	50
2026 Q1	$907K	Buy	11,248 +1,336	+13%	+$108K	0.22%	43
2025 Q4	$751K	Buy	9,912 +999	+11%	+$73.5K	0.22%	44
2025 Q3	$644K	Buy	8,913 +3,386	+61%	+$239K	0.22%	44
2025 Q2	$377K	Buy	5,527 +285	+5%	+$18.4K	0.22%	44
2025 Q1	$342K	Buy	+5,242	New	+$355K	0.23%	34

Other funds holding AVLV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

NPT

Nixon Peabody Trust Boston, Massachusetts $1.41B AUM 27.78% 1-Year Est. Return

Parkwoods Wealth Partners's AVLV Position: Q2 2026 in Review

Parkwoods Wealth Partners increased its Avantis US Large Cap Value ETF (AVLV) stake by 60% in Q2 2026, buying an estimated $594K and bringing the position to 18,016 shares worth $1.64M. The position accounts for 0.26% of the portfolio, ranked #50.

Parkwoods Wealth Partners first reported a position in AVLV in Q1 2025 and has held it in 6 quarters since. 296 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Parkwoods Wealth Partners held 18,016 shares of Avantis US Large Cap Value ETF worth $1.64M as of Q2 2026.
Parkwoods Wealth Partners bought 6,768 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $594K.
Avantis US Large Cap Value ETF made up 0.26% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #50 holding.
Parkwoods Wealth Partners first reported a position in Avantis US Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
296 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.