PWM
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Parkworth Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Parkworth Wealth Management’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$29.8K Buy
385
+3
+0.8% +$218 0.02% 115
2025
Q1 		$27.2K Sell
382
-1
-0.3% -$73 0.02% 110
2024
Q4 		$27.7K Buy
+383
New +$28.5K 0.02% 110

Other funds holding AVGE

WA
Wealthstream Advisors New York $661M AUM 18% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $192M AUM 4.28% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $242M AUM 23.44% 1-Year Est. Return

Parkworth Wealth Management's AVGE Position: Q2 2025 in Review

Parkworth Wealth Management increased its Avantis All Equity Markets ETF (AVGE) stake by 0.79% in Q2 2025, buying an estimated $218 and bringing the position to 385 shares worth $29.8K. The position accounts for 0.02% of the portfolio, ranked #115.

Parkworth Wealth Management first reported a position in AVGE in Q4 2024 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold AVGE as of Q2 2025.

  • Parkworth Wealth Management held 385 shares of Avantis All Equity Markets ETF worth $29.8K as of Q2 2025.
  • Parkworth Wealth Management bought 3 Avantis All Equity Markets ETF shares in Q2 2025, an estimated $218.
  • Avantis All Equity Markets ETF made up 0.02% of Parkworth Wealth Management's portfolio in Q2 2025, its #115 holding.
  • Parkworth Wealth Management first reported a position in Avantis All Equity Markets ETF in Q4 2024 and has held it in 3 quarters since.
  • 103 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.