Rialto Wealth Management’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Rialto Wealth Management’s Portfolio AVMV Stock Details AVMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.34M	Buy	103,572 +4,918	+5%	+$386K	1.65%	13
2026 Q1	$7.32M	Buy	98,654 +25,658	+35%	+$1.93M	1.64%	13
2025 Q4	$5.2M	Buy	72,996 +10,067	+16%	+$699K	1.24%	20
2025 Q3	$4.34M	Buy	62,929 +40,886	+185%	+$2.78M	1.12%	22
2025 Q2	$1.44M	Buy	22,043 +5,517	+33%	+$340K	0.4%	62
2025 Q1	$1.02M	Buy	16,526 +12,718	+334%	+$832K	0.32%	65
2024 Q4	$249K	Buy	+3,808	New	+$255K	0.08%	136

Other funds holding AVMV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

TAWM

Three Arch Wealth Management Irvine, California $652M AUM

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Rialto Wealth Management's AVMV Position: Q2 2026 in Review

Rialto Wealth Management increased its Avantis US Mid Cap Value ETF (AVMV) stake by 5% in Q2 2026, buying an estimated $386K and bringing the position to 103,572 shares worth $8.34M. The position accounts for 1.65% of the portfolio, ranked #13.

Rialto Wealth Management first reported a position in AVMV in Q4 2024 and has held it in 7 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

Rialto Wealth Management held 103,572 shares of Avantis US Mid Cap Value ETF worth $8.34M as of Q2 2026.
Rialto Wealth Management bought 4,918 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $386K.
Avantis US Mid Cap Value ETF made up 1.65% of Rialto Wealth Management's portfolio in Q2 2026, its #13 holding.
Rialto Wealth Management first reported a position in Avantis US Mid Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.