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Realta Investment Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Realta Investment Advisors’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 		$12.7K Hold
139
– – ﹤0.01% 309
2026
Q1 		$11.2K Hold
139
– – ﹤0.01% 296
2025
Q4 		$10.5K Buy
+139
New +$10.2K ﹤0.01% 290

Other funds holding AVLV

Wealth Enhancement Advisory Services
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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

Realta Investment Advisors's AVLV Position: Q2 2026 in Review

Realta Investment Advisors held its Avantis US Large Cap Value ETF (AVLV) position steady in Q2 2026 at 139 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Realta Investment Advisors first reported a position in AVLV in Q4 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Realta Investment Advisors held 139 shares of Avantis US Large Cap Value ETF worth $12.7K as of Q2 2026.
  • Realta Investment Advisors left its Avantis US Large Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Large Cap Value ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #309 holding.
  • Realta Investment Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 208 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.