Plancorp LLC’s Avantis Total Equity Markets ETF AVTM Stock Holding History

Plancorp LLC’s Portfolio AVTM Stock Details AVTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$483K	Buy	+8,943	New	+$467K	0.01%	260

Other funds holding AVTM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

TFO

Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Plancorp LLC's AVTM Position: Q2 2026 in Review

Plancorp LLC opened a new position in Avantis Total Equity Markets ETF (AVTM) in Q2 2026: 8,943 shares worth $483K. The stake represents 0.01% of the portfolio and ranks #260 among its holdings.

25 funds tracked by Wall St. Rank hold AVTM as of Q2 2026.

Plancorp LLC held 8,943 shares of Avantis Total Equity Markets ETF worth $483K as of Q2 2026.
Avantis Total Equity Markets ETF was a new Plancorp LLC position in Q2 2026.
Avantis Total Equity Markets ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #260 holding.
25 funds tracked by Wall St. Rank held Avantis Total Equity Markets ETF as of Q2 2026.

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