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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
MW
Marrick Wealth Irvine, California $141M AUM
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 5 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.
  • 5 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.