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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
Q3 		$14.7M Buy
162,333
+10,981
+7% +$996K 3.25% 9
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 $907M AUM 17.94% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
WRCM
Western Reserve Capital Management Hudson, Ohio $141M AUM 17.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Prosperity Planning's AVLC Position: Q3 2026 in Review

Prosperity Planning increased its Avantis US Large Cap Equity ETF (AVLC) stake by 7.3% in Q3 2026, buying an estimated $996K and bringing the position to 162,333 shares worth $14.7M. The position accounts for 3.25% of the portfolio, ranked #9.

Prosperity Planning first reported a position in AVLC in Q2 2024 and has held it in 10 quarters since. 14 funds tracked by Wall St. Rank hold AVLC as of Q3 2026.

  • Prosperity Planning held 162,333 shares of Avantis US Large Cap Equity ETF worth $14.7M as of Q3 2026.
  • Prosperity Planning bought 10,981 Avantis US Large Cap Equity ETF shares in Q3 2026, an estimated $996K.
  • Avantis US Large Cap Equity ETF made up 3.25% of Prosperity Planning's portfolio in Q3 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 10 quarters since.
  • 14 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.