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Parkworth Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$17.3M Buy
171,198
+5,033
+3% +$471K 12.46% 1
2025
Q1 		$15.4M Sell
166,165
-995
-0.6% -$97K 12.26% 1
2024
Q4 		$16.2M Buy
+167,160
New +$16.4M 13.48% 1

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
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
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
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

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

Parkworth Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 3% in Q2 2025, buying an estimated $471K and bringing the position to 171,198 shares worth $17.3M. The position accounts for 12.46% of the portfolio, ranked #1.

Parkworth Wealth Management first reported a position in AVUS in Q4 2024 and has held it in 3 quarters since. 473 funds tracked by Wall St. Rank hold AVUS as of Q2 2025.

  • Parkworth Wealth Management held 171,198 shares of Avantis US Equity ETF worth $17.3M as of Q2 2025.
  • Parkworth Wealth Management bought 5,033 Avantis US Equity ETF shares in Q2 2025, an estimated $471K.
  • Avantis US Equity ETF made up 12.46% of Parkworth Wealth Management's portfolio in Q2 2025, its #1 holding.
  • Parkworth Wealth Management first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 473 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2025.

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