Private Wealth Asset Management’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Private Wealth Asset Management’s Portfolio AVLC Stock Details AVLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.5M	Buy	109,131 +43,597	+67%	+$3.95M	0.52%	39
2026 Q2	$5.92M	Buy	65,534 +9,631	+17%	+$832K	0.57%	36
2026 Q1	$4.34M	Buy	55,903 +27,668	+98%	+$2.22M	0.46%	45
2025 Q4	$2.22M	Buy	+28,235	New	+$2.19M	0.24%	67

Other funds holding AVLC

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.55B AUM 10.67% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $1B AUM 11.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cypress Point Wealth Management Dallas, Texas $945M AUM 10.4% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Private Wealth Asset Management's AVLC Position: Q3 2026 in Review

Private Wealth Asset Management increased its Avantis US Large Cap Equity ETF (AVLC) stake by 67% in Q3 2026, buying an estimated $3.95M and bringing the position to 109,131 shares worth $9.5M. The position accounts for 0.52% of the portfolio, ranked #39.

Private Wealth Asset Management first reported a position in AVLC in Q4 2025 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q3 2026.

Private Wealth Asset Management held 109,131 shares of Avantis US Large Cap Equity ETF worth $9.5M as of Q3 2026.
Private Wealth Asset Management bought 43,597 Avantis US Large Cap Equity ETF shares in Q3 2026, an estimated $3.95M.
Avantis US Large Cap Equity ETF made up 0.52% of Private Wealth Asset Management's portfolio in Q3 2026, its #39 holding.
Private Wealth Asset Management first reported a position in Avantis US Large Cap Equity ETF in Q4 2025 and has held it in 4 quarters since.
115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2026.

Based on Private Wealth Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.