RWM
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Rialto Wealth Management’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

Rialto Wealth Management’s Portfolio AVGV Stock Details AVGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$72.7K Buy
938
+212
+29% +$16.6K 0.02% 251
2025
Q4 		$53.1K Buy
726
+355
+96% +$25.4K 0.01% 276
2025
Q3 		$26.1K Buy
+371
New +$25.2K 0.01% 321

Other funds holding AVGV

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
McCartney Wealth Management Clayton, Missouri $119M AUM
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
MWML
M Wealth Management LLC San Diego, California $119M AUM 13.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Rialto Wealth Management's AVGV Position: Q1 2026 in Review

Rialto Wealth Management increased its Avantis All Equity Markets Value ETF (AVGV) stake by 29% in Q1 2026, buying an estimated $16.6K and bringing the position to 938 shares worth $72.7K. The position accounts for 0.02% of the portfolio, ranked #251.

Rialto Wealth Management first reported a position in AVGV in Q3 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold AVGV as of Q1 2026.

  • Rialto Wealth Management held 938 shares of Avantis All Equity Markets Value ETF worth $72.7K as of Q1 2026.
  • Rialto Wealth Management bought 212 Avantis All Equity Markets Value ETF shares in Q1 2026, an estimated $16.6K.
  • Avantis All Equity Markets Value ETF made up 0.02% of Rialto Wealth Management's portfolio in Q1 2026, its #251 holding.
  • Rialto Wealth Management first reported a position in Avantis All Equity Markets Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.