Porter White Investment Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Porter White Investment Advisors’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.86M	Buy	20,357 +14,888	+272%	+$1.31M	0.71%	19
2026 Q1	$441K	Hold	5,469	–	–	0.18%	32
2025 Q4	$414K	Hold	5,469	–	–	0.17%	32
2025 Q3	$395K	Hold	5,469	–	–	0.17%	31
2025 Q2	$373K	Hold	5,469	–	–	0.17%	32
2025 Q1	$357K	Hold	5,469	–	–	0.18%	30
2024 Q4	$365K	Hold	5,469	–	–	0.19%	29
2024 Q3	$360K	Hold	5,469	–	–	0.18%	28
2024 Q2	$344K	Hold	5,469	–	–	0.18%	28
2024 Q1	$351K	Hold	5,469	–	–	0.19%	28
2023 Q4	$316K	Hold	5,469	–	–	0.2%	26
2023 Q3	$288K	Hold	5,469	–	–	0.22%	23
2023 Q2	$292K	Buy	+5,469	New	+$279K	0.23%	23

Other funds holding AVLV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Porter White Investment Advisors's AVLV Position: Q2 2026 in Review

Porter White Investment Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 272% in Q2 2026, buying an estimated $1.31M and bringing the position to 20,357 shares worth $1.86M. The position accounts for 0.71% of the portfolio, ranked #19.

Porter White Investment Advisors first reported a position in AVLV in Q2 2023 and has held it in 13 quarters since. 369 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Porter White Investment Advisors held 20,357 shares of Avantis US Large Cap Value ETF worth $1.86M as of Q2 2026.
Porter White Investment Advisors bought 14,888 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $1.31M.
Avantis US Large Cap Value ETF made up 0.71% of Porter White Investment Advisors's portfolio in Q2 2026, its #19 holding.
Porter White Investment Advisors first reported a position in Avantis US Large Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
369 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.