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Red Lighthouse Investment Management’s Avantis US Equity ETF AVUS Stock Holding History

Red Lighthouse Investment Management’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 		$55.8M Buy
435,464
+2,411
+0.6% +$297K 16.62% 1
2026
Q1 		$48.1M Buy
433,053
+3,933
+0.9% +$450K 16.26% 1
2025
Q4 		$48M Buy
429,120
+2,414
+0.6% +$266K 17.17% 1
2025
Q3 		$46.4M Buy
426,706
+609
+0.1% +$63.9K 16.21% 1
2025
Q2 		$43M Sell
426,097
-1,712
-0.4% -$160K 16.41% 1
2025
Q1 		$38.3M Buy
427,809
+3,202
+0.8% +$312K 15.6% 1
2024
Q4 		$41.2M Sell
424,607
-211
-0% -$20.7K 16.28% 1
2024
Q3 		$40.4M Buy
424,818
+2,108
+0.5% +$194K 15.8% 1
2024
Q2 		$38.1M Sell
422,710
-5,099
-1% -$451K 15.97% 1
2024
Q1 		$38.3M Sell
427,809
-1,732
-0.4% -$146K 15.4% 1
2023
Q4 		$35M Buy
429,541
+2,336
+0.5% +$177K 14.69% 1
2023
Q3 		$31.3M Sell
427,205
-407
-0.1% -$30.9K 14.73% 1
2023
Q2 		$32.2M Buy
427,612
+15,596
+4% +$1.12M 14.69% 1
2023
Q1 		$29.2M Buy
412,016
+14,844
+4% +$1.05M 14.13% 1
2022
Q4 		$27M Buy
+397,172
New +$27.1M 13.62% 2

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Red Lighthouse Investment Management's AVUS Position: Q2 2026 in Review

Red Lighthouse Investment Management increased its Avantis US Equity ETF (AVUS) stake by 0.56% in Q2 2026, buying an estimated $297K and bringing the position to 435,464 shares worth $55.8M. The position accounts for 16.62% of the portfolio, ranked #1.

Red Lighthouse Investment Management first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Red Lighthouse Investment Management held 435,464 shares of Avantis US Equity ETF worth $55.8M as of Q2 2026.
  • Red Lighthouse Investment Management bought 2,411 Avantis US Equity ETF shares in Q2 2026, an estimated $297K.
  • Avantis US Equity ETF made up 16.62% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #1 holding.
  • Red Lighthouse Investment Management first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.