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Pearl Planning’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Pearl Planning’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$829K Hold
11,305
– – 0.38% 28
2026
Q1 		$704K Buy
11,305
+387
+4% +$24.3K 0.38% 29
2025
Q4 		$641K Buy
+10,918
New +$633K 0.39% 32

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pearl Planning's AVSC Position: Q2 2026 in Review

Pearl Planning held its Avantis US Small Cap Equity ETF (AVSC) position steady in Q2 2026 at 11,305 shares worth $829K. The position accounts for 0.38% of the portfolio, ranked #28.

Pearl Planning first reported a position in AVSC in Q4 2025 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Pearl Planning held 11,305 shares of Avantis US Small Cap Equity ETF worth $829K as of Q2 2026.
  • Pearl Planning left its Avantis US Small Cap Equity ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Equity ETF made up 0.38% of Pearl Planning's portfolio in Q2 2026, its #28 holding.
  • Pearl Planning first reported a position in Avantis US Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Pearl Planning's 13F filing for Q2 2026, filed 21 Jul 2026.