REAP Financial Group
AVLC icon

REAP Financial Group’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

REAP Financial Group’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 		$58.5K Hold
648
– – 0.01% 286
2026
Q2 		$58.3K Buy
648
+612
+1,700% +$52.8K 0.01% 281
2026
Q1 		$2.82K Hold
36
– – ﹤0.01% 467
2025
Q4 		$2.86K Buy
+36
New +$2.79K ﹤0.01% 474

Other funds holding AVLC

Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
Beaird Harris Wealth Management
Beaird Harris Wealth Management Dallas, Texas $1.55B AUM 10.67% 1-Year Est. Return
Pacific Life Fund Advisors
Pacific Life Fund Advisors Newport Beach, California $1B AUM 11.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cypress Point Wealth Management
Cypress Point Wealth Management Dallas, Texas $945M AUM 10.4% 1-Year Est. Return
Ridgeline Wealth
Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

REAP Financial Group's AVLC Position: Q3 2026 in Review

REAP Financial Group held its Avantis US Large Cap Equity ETF (AVLC) position steady in Q3 2026 at 648 shares worth $58.5K. The position accounts for 0.01% of the portfolio, ranked #286.

REAP Financial Group first reported a position in AVLC in Q4 2025 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q3 2026.

  • REAP Financial Group held 648 shares of Avantis US Large Cap Equity ETF worth $58.5K as of Q3 2026.
  • REAP Financial Group left its Avantis US Large Cap Equity ETF share count unchanged in Q3 2026.
  • Avantis US Large Cap Equity ETF made up 0.01% of REAP Financial Group's portfolio in Q3 2026, its #286 holding.
  • REAP Financial Group first reported a position in Avantis US Large Cap Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2026.

Based on REAP Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.