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Parkwoods Wealth Partners’s Avantis US Equity ETF AVUS Stock Holding History

Parkwoods Wealth Partners’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$336K Hold
3,026
– – 0.08% 77
2025
Q4 		$338K Buy
3,026
+177
+6% +$19.5K 0.1% 73
2025
Q3 		$310K Buy
+2,849
New +$299K 0.11% 74

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ORL
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Parkwoods Wealth Partners's AVUS Position: Q1 2026 in Review

Parkwoods Wealth Partners held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 3,026 shares worth $336K. The position accounts for 0.08% of the portfolio, ranked #77.

Parkwoods Wealth Partners first reported a position in AVUS in Q3 2025 and has held it in 3 quarters since. The position peaked at $338K in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Parkwoods Wealth Partners held 3,026 shares of Avantis US Equity ETF worth $336K as of Q1 2026.
  • Parkwoods Wealth Partners left its Avantis US Equity ETF share count unchanged in Q1 2026.
  • Avantis US Equity ETF made up 0.08% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #77 holding.
  • Parkwoods Wealth Partners first reported a position in Avantis US Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Parkwoods Wealth Partners's Avantis US Equity ETF position peaked at $338K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.