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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
Q2 		$388K Hold
3,026
– – 0.06% 117
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
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 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 $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

Parkwoods Wealth Partners held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 3,026 shares worth $388K. The position accounts for 0.06% of the portfolio, ranked #117.

Parkwoods Wealth Partners first reported a position in AVUS in Q3 2025 and has held it in 4 quarters since. 584 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Parkwoods Wealth Partners held 3,026 shares of Avantis US Equity ETF worth $388K as of Q2 2026.
  • Parkwoods Wealth Partners left its Avantis US Equity ETF share count unchanged in Q2 2026.
  • Avantis US Equity ETF made up 0.06% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #117 holding.
  • Parkwoods Wealth Partners first reported a position in Avantis US Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 584 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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