Prosperity Planning’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Prosperity Planning’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	$8.37M	Buy	91,798 +4,181	+5%	+$367K	1.92%	17
2026 Q1	$7.06M	Buy	87,617 +6,026	+7%	+$489K	1.79%	17
2025 Q4	$6.18M	Buy	81,591 +5,939	+8%	+$437K	1.62%	17
2025 Q3	$5.47M	Buy	75,652 +8,726	+13%	+$616K	1.47%	20
2025 Q2	$4.57M	Buy	66,926 +10,038	+18%	+$646K	1.32%	22
2025 Q1	$3.71M	Buy	56,888 +11,970	+27%	+$812K	1.16%	24
2024 Q4	$3M	Buy	44,918 +15,769	+54%	+$1.07M	0.96%	27
2024 Q3	$1.92M	Buy	29,149 +17,166	+143%	+$1.09M	0.61%	37
2024 Q2	$753K	Buy	+11,983	New	+$751K	0.26%	61

Other funds holding AVLV

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

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

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Prosperity Planning's AVLV Position: Q2 2026 in Review

Prosperity Planning increased its Avantis US Large Cap Value ETF (AVLV) stake by 4.8% in Q2 2026, buying an estimated $367K and bringing the position to 91,798 shares worth $8.37M. The position accounts for 1.92% of the portfolio, ranked #17.

Prosperity Planning first reported a position in AVLV in Q2 2024 and has held it in 9 quarters since. 106 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Prosperity Planning held 91,798 shares of Avantis US Large Cap Value ETF worth $8.37M as of Q2 2026.
Prosperity Planning bought 4,181 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $367K.
Avantis US Large Cap Value ETF made up 1.92% of Prosperity Planning's portfolio in Q2 2026, its #17 holding.
Prosperity Planning first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
106 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

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