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Rialto Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Rialto Wealth 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
Q1 		$10.5K Hold
94
– – ﹤0.01% 467
2025
Q4 		$10.5K Hold
94
– – ﹤0.01% 441
2025
Q3 		$10.2K Hold
94
– – ﹤0.01% 423
2025
Q2 		$9.48K Hold
94
– – ﹤0.01% 424
2025
Q1 		$8.68K Hold
94
– – ﹤0.01% 413
2024
Q4 		$9.11K Buy
+94
New +$9.23K ﹤0.01% 406

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

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

Rialto Wealth Management held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 94 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Rialto Wealth Management first reported a position in AVUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.5K in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Rialto Wealth Management held 94 shares of Avantis US Equity ETF worth $10.5K as of Q1 2026.
  • Rialto Wealth Management left its Avantis US Equity ETF share count unchanged in Q1 2026.
  • Avantis US Equity ETF made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #467 holding.
  • Rialto Wealth Management first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Avantis US Equity ETF position peaked at $10.5K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

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