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Ridgeline Wealth’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Ridgeline Wealth’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.5M Buy
450,687
+1,069
+0.2% +$92.3K 23.72% 1
2026
Q1 		$34.9M Buy
449,618
+5,435
+1% +$435K 24.98% 1
2025
Q4 		$34.9M Buy
444,183
+16,422
+4% +$1.27M 24.22% 1
2025
Q3 		$32.7M Buy
427,761
+16,286
+4% +$1.2M 24.16% 1
2025
Q2 		$29.2M Buy
+411,475
New +$27M 23.84% 1

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Ridgeline Wealth's AVLC Position: Q2 2026 in Review

Ridgeline Wealth increased its Avantis US Large Cap Equity ETF (AVLC) stake by 0.24% in Q2 2026, buying an estimated $92.3K and bringing the position to 450,687 shares worth $40.5M. The position accounts for 23.72% of the portfolio, ranked #1.

Ridgeline Wealth first reported a position in AVLC in Q2 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Ridgeline Wealth held 450,687 shares of Avantis US Large Cap Equity ETF worth $40.5M as of Q2 2026.
  • Ridgeline Wealth bought 1,069 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $92.3K.
  • Avantis US Large Cap Equity ETF made up 23.72% of Ridgeline Wealth's portfolio in Q2 2026, its #1 holding.
  • Ridgeline Wealth first reported a position in Avantis US Large Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.