RW
AVTM icon

Ridgeline Wealth’s Avantis Total Equity Markets ETF AVTM Stock Holding History

Ridgeline Wealth’s Portfolio AVTM Stock Details AVTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7M Sell
126,088
-2,022
-2% -$111K 3.97% 8
2026
Q2 		$6.97M Buy
+128,110
New +$6.7M 4.08% 8

Other funds holding AVTM

FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Ridgeline Wealth's AVTM Position: Q3 2026 in Review

Ridgeline Wealth reduced its Avantis Total Equity Markets ETF (AVTM) stake by 1.6% in Q3 2026, selling an estimated $111K and leaving 126,088 shares worth $7M. The position accounts for 3.97% of the portfolio, ranked #8.

Ridgeline Wealth first reported a position in AVTM in Q2 2026 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold AVTM as of Q3 2026.

  • Ridgeline Wealth held 126,088 shares of Avantis Total Equity Markets ETF worth $7M as of Q3 2026.
  • Ridgeline Wealth sold 2,022 Avantis Total Equity Markets ETF shares in Q3 2026, an estimated $111K.
  • Avantis Total Equity Markets ETF made up 3.97% of Ridgeline Wealth's portfolio in Q3 2026, its #8 holding.
  • Ridgeline Wealth first reported a position in Avantis Total Equity Markets ETF in Q2 2026 and has held it in 2 quarters since.
  • 4 funds tracked by Wall St. Rank held Avantis Total Equity Markets ETF as of Q3 2026.

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