Ridgeline Wealth’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Ridgeline Wealth’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.4M	Buy	122,012 +4,811	+4%	+$446K	6.43%	4
2026 Q2	$10.7M	Buy	117,201 +4,117	+4%	+$362K	6.25%	4
2026 Q1	$9.12M	Buy	113,084 +1,038	+0.9%	+$84.2K	6.53%	4
2025 Q4	$8.49M	Buy	112,046 +6,442	+6%	+$474K	5.89%	4
2025 Q3	$7.63M	Buy	105,604 +6,115	+6%	+$432K	5.63%	4
2025 Q2	$6.79M	Buy	+99,489	New	+$6.41M	5.53%	4

Other funds holding AVLV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

MWM

Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

SRB

Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

Ridgeline Wealth's AVLV Position: Q3 2026 in Review

Ridgeline Wealth increased its Avantis US Large Cap Value ETF (AVLV) stake by 4.1% in Q3 2026, buying an estimated $446K and bringing the position to 122,012 shares worth $11.4M. The position accounts for 6.43% of the portfolio, ranked #4.

Ridgeline Wealth first reported a position in AVLV in Q2 2025 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

Ridgeline Wealth held 122,012 shares of Avantis US Large Cap Value ETF worth $11.4M as of Q3 2026.
Ridgeline Wealth bought 4,811 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $446K.
Avantis US Large Cap Value ETF made up 6.43% of Ridgeline Wealth's portfolio in Q3 2026, its #4 holding.
Ridgeline Wealth first reported a position in Avantis US Large Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
75 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

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