Retirement Financial Solutions
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Retirement Financial Solutions’s Avantis US Equity ETF AVUS Stock Holding History

Retirement Financial Solutions’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
Q3 		$46.5M Buy
362,974
+9,819
+3% +$1.27M 10.99% 1
2026
Q2 		$45.2M Buy
353,155
+17,181
+5% +$2.12M 11.12% 1
2026
Q1 		$37.4M Buy
335,974
+2,782
+0.8% +$319K 10.68% 1
2025
Q4 		$37.2M Buy
+333,192
New +$36.7M 10.9% 1

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Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Retirement Financial Solutions's AVUS Position: Q3 2026 in Review

Retirement Financial Solutions increased its Avantis US Equity ETF (AVUS) stake by 2.8% in Q3 2026, buying an estimated $1.27M and bringing the position to 362,974 shares worth $46.5M. The position accounts for 10.99% of the portfolio, ranked #1.

Retirement Financial Solutions first reported a position in AVUS in Q4 2025 and has held it in 4 quarters since. 496 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Retirement Financial Solutions held 362,974 shares of Avantis US Equity ETF worth $46.5M as of Q3 2026.
  • Retirement Financial Solutions bought 9,819 Avantis US Equity ETF shares in Q3 2026, an estimated $1.27M.
  • Avantis US Equity ETF made up 10.99% of Retirement Financial Solutions's portfolio in Q3 2026, its #1 holding.
  • Retirement Financial Solutions first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 496 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Retirement Financial Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.