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Plancorp LLC’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Plancorp LLC’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.25M Buy
36,272
+5
+0% +$432 0.08% 106
2026
Q1 		$2.94M Buy
36,267
+1,103
+3% +$88.4K 0.08% 90
2025
Q4 		$2.76M Buy
35,164
+5
+0% +$388 0.08% 88
2025
Q3 		$2.69M Buy
35,159
+1,004
+3% +$74.1K 0.08% 93
2025
Q2 		$2.43M Buy
34,155
+1,505
+5% +$98.8K 0.08% 99
2025
Q1 		$2.1M Buy
32,650
+3,485
+12% +$237K 0.08% 98
2024
Q4 		$1.97M Hold
29,165
– – 0.08% 89
2024
Q3 		$1.93M Buy
29,165
+4,670
+19% +$297K 0.08% 89
2024
Q2 		$1.54M Hold
24,495
– – 0.07% 97
2024
Q1 		$1.51M Buy
24,495
+4,895
+25% +$285K 0.07% 97
2023
Q4 		$1.09M Buy
+19,600
New +$1.02M 0.05% 110

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Plancorp LLC's AVLC Position: Q2 2026 in Review

Plancorp LLC increased its Avantis US Large Cap Equity ETF (AVLC) stake by 0.01% in Q2 2026, buying an estimated $432 and bringing the position to 36,272 shares worth $3.25M. The position accounts for 0.08% of the portfolio, ranked #106.

Plancorp LLC first reported a position in AVLC in Q4 2023 and has held it in 11 quarters since. 30 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Plancorp LLC held 36,272 shares of Avantis US Large Cap Equity ETF worth $3.25M as of Q2 2026.
  • Plancorp LLC bought 5 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $432.
  • Avantis US Large Cap Equity ETF made up 0.08% of Plancorp LLC's portfolio in Q2 2026, its #106 holding.
  • Plancorp LLC first reported a position in Avantis US Large Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 30 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.