Plancorp LLC’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Plancorp LLC’s Portfolio AVMA Stock Details AVMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$286K	Buy	3,950 +200	+5%	+$14.3K	0.01%	341
2026 Q1	$261K	Hold	3,750	–	–	0.01%	318
2025 Q4	$249K	Hold	3,750	–	–	0.01%	315
2025 Q3	$244K	Hold	3,750	–	–	0.01%	325
2025 Q2	$231K	Hold	3,750	–	–	0.01%	337
2025 Q1	$218K	Hold	3,750	–	–	0.01%	331
2024 Q4	$218K	Hold	3,750	–	–	0.01%	302
2024 Q3	$224K	Hold	3,750	–	–	0.01%	285
2024 Q2	$212K	Hold	3,750	–	–	0.01%	279
2024 Q1	$213K	Hold	3,750	–	–	0.01%	276
2023 Q4	$203K	Buy	+3,750	New	+$191K	0.01%	269

Other funds holding AVMA

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Marrick Wealth Irvine, California $141M AUM

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Plancorp LLC's AVMA Position: Q2 2026 in Review

Plancorp LLC increased its Avantis Moderate Allocation ETF (AVMA) stake by 5.3% in Q2 2026, buying an estimated $14.3K and bringing the position to 3,950 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #341.

Plancorp LLC first reported a position in AVMA in Q4 2023 and has held it in 11 quarters since. 4 funds tracked by Wall St. Rank hold AVMA as of Q2 2026.

Plancorp LLC held 3,950 shares of Avantis Moderate Allocation ETF worth $286K as of Q2 2026.
Plancorp LLC bought 200 Avantis Moderate Allocation ETF shares in Q2 2026, an estimated $14.3K.
Avantis Moderate Allocation ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #341 holding.
Plancorp LLC first reported a position in Avantis Moderate Allocation ETF in Q4 2023 and has held it in 11 quarters since.
4 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2026.

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