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

Pine Harbor 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 Q4	–	Sell	-8,836	Closed	-$960K	–	107
2025 Q3	$960K	Hold	8,836	–	–	0.31%	36
2025 Q2	$891K	Sell	8,836 -55	-0.6%	-$5.15K	0.31%	38
2025 Q1	$821K	Hold	8,891	–	–	0.33%	36
2024 Q4	$862K	Hold	8,891	–	–	0.35%	35
2024 Q3	$846K	Buy	8,891 +110	+1%	+$10.1K	0.42%	35
2024 Q2	$792K	Hold	8,781	–	–	0.47%	34
2024 Q1	$786K	Hold	8,781	–	–	0.49%	34
2023 Q4	$716K	Buy	+8,781	New	+$665K	0.55%	34

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $1.05B AUM

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Pine Harbor Wealth Management's AVUS Position: Q4 2025 in Review

Pine Harbor Wealth Management sold out of Avantis US Equity ETF (AVUS) in Q4 2025, closing a stake of 8,836 shares — an estimated $960K sold.

Pine Harbor Wealth Management first reported a position in AVUS in Q4 2023 and held it in 8 quarters. The position peaked at $960K in Q3 2025. 520 funds tracked by Wall St. Rank hold AVUS as of Q4 2025.

Pine Harbor Wealth Management reported no remaining Avantis US Equity ETF position as of Q4 2025 after selling out during the quarter.
Pine Harbor Wealth Management sold 8,836 Avantis US Equity ETF shares in Q4 2025, an estimated $960K.
Pine Harbor Wealth Management first reported a position in Avantis US Equity ETF in Q4 2023 and held it in 8 quarters.
Pine Harbor Wealth Management's Avantis US Equity ETF position peaked at $960K in Q3 2025.
520 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2025.

Based on Pine Harbor Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.