RCS Financial Planning’s Avantis US Equity ETF AVUS Stock Holding History

RCS Financial Planning’s Portfolio AVUS Stock Details AVUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$643K	Sell	5,021 -10	-0.2%	-$1.23K	0.3%	57
2026 Q1	$559K	Buy	5,031 +2,348	+88%	+$269K	0.29%	62
2025 Q4	$300K	Buy	2,683 +102	+4%	+$11.2K	0.13%	80
2025 Q3	$281K	Hold	2,581	–	–	0.12%	81
2025 Q2	$260K	Sell	2,581 -4,870	-65%	-$456K	0.13%	75
2025 Q1	$688K	Buy	+7,451	New	+$726K	0.36%	47

Other funds holding AVUS

ORL

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PAS

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

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

RCS Financial Planning's AVUS Position: Q2 2026 in Review

RCS Financial Planning reduced its Avantis US Equity ETF (AVUS) stake by 0.2% in Q2 2026, selling an estimated $1.23K and leaving 5,021 shares worth $643K. The position accounts for 0.3% of the portfolio, ranked #57.

RCS Financial Planning first reported a position in AVUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $688K in Q1 2025. 169 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

RCS Financial Planning held 5,021 shares of Avantis US Equity ETF worth $643K as of Q2 2026.
RCS Financial Planning sold 10 Avantis US Equity ETF shares in Q2 2026, an estimated $1.23K.
Avantis US Equity ETF made up 0.3% of RCS Financial Planning's portfolio in Q2 2026, its #57 holding.
RCS Financial Planning first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 6 quarters since.
RCS Financial Planning's Avantis US Equity ETF position peaked at $688K in Q1 2025.
169 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.