Premier Path Wealth Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Premier Path Wealth Partners’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	$8.29M	Buy	90,846 +8,609	+10%	+$756K	0.95%	24
2026 Q1	$6.63M	Sell	82,237 -291	-0.4%	-$23.6K	0.86%	27
2025 Q4	$6.25M	Sell	82,528 -7,055	-8%	-$519K	0.81%	29
2025 Q3	$6.47M	Buy	89,583 +290	+0.3%	+$20.5K	0.83%	30
2025 Q2	$6.09M	Buy	89,293 +2,489	+3%	+$160K	0.85%	29
2025 Q1	$5.66M	Buy	86,804 +2,262	+3%	+$153K	0.88%	26
2024 Q4	$5.64M	Buy	84,542 +3,379	+4%	+$230K	0.86%	27
2024 Q3	$5.34M	Buy	81,163 +6,937	+9%	+$442K	0.84%	27
2024 Q2	$4.66M	Buy	+74,226	New	+$4.65M	0.79%	30

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FWP

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

Premier Path Wealth Partners's AVLV Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Avantis US Large Cap Value ETF (AVLV) stake by 10% in Q2 2026, buying an estimated $756K and bringing the position to 90,846 shares worth $8.29M. The position accounts for 0.95% of the portfolio, ranked #24.

Premier Path Wealth Partners first reported a position in AVLV in Q2 2024 and has held it in 9 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Premier Path Wealth Partners held 90,846 shares of Avantis US Large Cap Value ETF worth $8.29M as of Q2 2026.
Premier Path Wealth Partners bought 8,609 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $756K.
Avantis US Large Cap Value ETF made up 0.95% of Premier Path Wealth Partners's portfolio in Q2 2026, its #24 holding.
Premier Path Wealth Partners first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.