Ridgeline Wealth’s Avantis All Equity Markets ETF AVGE Stock Holding History

Ridgeline Wealth’s Portfolio AVGE Stock Details AVGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.8M	Buy	28,087 +466	+2%	+$46.6K	1.59%	15
2026 Q2	$2.74M	Sell	27,621 -319	-1%	-$30.7K	1.6%	15
2026 Q1	$2.46M	Buy	27,940 +61	+0.2%	+$5.49K	1.76%	15
2025 Q4	$2.4M	Buy	27,879 +4,545	+19%	+$384K	1.66%	15
2025 Q3	$1.95M	Sell	23,334 -1,325	-5%	-$107K	1.44%	16
2025 Q2	$1.91M	Buy	24,659 +1,016	+4%	+$73.8K	1.56%	15
2025 Q1	$1.68M	Buy	23,643 +2,381	+11%	+$175K	1.43%	14
2024 Q4	$1.54M	Buy	+21,262	New	+$1.58M	1.25%	16

Other funds holding AVGE

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return

IFS

Intelligent Financial Strategies Excelsior, Minnesota $206M AUM 8.95% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Ridgeline Wealth's AVGE Position: Q3 2026 in Review

Ridgeline Wealth increased its Avantis All Equity Markets ETF (AVGE) stake by 1.7% in Q3 2026, buying an estimated $46.6K and bringing the position to 28,087 shares worth $2.8M. The position accounts for 1.59% of the portfolio, ranked #15.

Ridgeline Wealth first reported a position in AVGE in Q4 2024 and has held it in 8 quarters since. 51 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

Ridgeline Wealth held 28,087 shares of Avantis All Equity Markets ETF worth $2.8M as of Q3 2026.
Ridgeline Wealth bought 466 Avantis All Equity Markets ETF shares in Q3 2026, an estimated $46.6K.
Avantis All Equity Markets ETF made up 1.59% of Ridgeline Wealth's portfolio in Q3 2026, its #15 holding.
Ridgeline Wealth first reported a position in Avantis All Equity Markets ETF in Q4 2024 and has held it in 8 quarters since.
51 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.