Prosperity Planning’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Prosperity Planning’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 Q2	$13.6M	Buy	151,352 +7,662	+5%	+$662K	3.12%	9
2026 Q1	$11.1M	Buy	143,690 +12,927	+10%	+$1.04M	2.82%	11
2025 Q4	$10.3M	Buy	130,763 +7,157	+6%	+$555K	2.69%	11
2025 Q3	$9.46M	Buy	123,606 +12,582	+11%	+$928K	2.55%	12
2025 Q2	$7.89M	Buy	111,024 +18,671	+20%	+$1.23M	2.28%	14
2025 Q1	$5.93M	Buy	92,353 +21,055	+30%	+$1.43M	1.86%	14
2024 Q4	$4.82M	Buy	71,298 +23,367	+49%	+$1.59M	1.54%	17
2024 Q3	$3.16M	Buy	47,931 +28,474	+146%	+$1.81M	1%	25
2024 Q2	$1.22M	Buy	+19,457	New	+$1.19M	0.42%	43

Other funds holding AVLC

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

BHWM

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

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

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

Prosperity Planning's AVLC Position: Q2 2026 in Review

Prosperity Planning increased its Avantis US Large Cap Equity ETF (AVLC) stake by 5.3% in Q2 2026, buying an estimated $662K and bringing the position to 151,352 shares worth $13.6M. The position accounts for 3.12% of the portfolio, ranked #9.

Prosperity Planning first reported a position in AVLC in Q2 2024 and has held it in 9 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

Prosperity Planning held 151,352 shares of Avantis US Large Cap Equity ETF worth $13.6M as of Q2 2026.
Prosperity Planning bought 7,662 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $662K.
Avantis US Large Cap Equity ETF made up 3.12% of Prosperity Planning's portfolio in Q2 2026, its #9 holding.
Prosperity Planning first reported a position in Avantis US Large Cap Equity ETF in Q2 2024 and has held it in 9 quarters since.
115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.