RW
AVTM

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
Q2 		$6.97M Buy
+128,110
New +$6.7M 4.08% 8

Other funds holding AVTM

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Ridgeline Wealth's AVTM Position: Q2 2026 in Review

Ridgeline Wealth opened a new position in Avantis Total Equity Markets ETF (AVTM) in Q2 2026: 128,110 shares worth $6.97M. The stake represents 4.08% of the portfolio and ranks #8 among its holdings.

25 funds tracked by Wall St. Rank hold AVTM as of Q2 2026.

  • Ridgeline Wealth held 128,110 shares of Avantis Total Equity Markets ETF worth $6.97M as of Q2 2026.
  • Avantis Total Equity Markets ETF was a new Ridgeline Wealth position in Q2 2026.
  • Avantis Total Equity Markets ETF made up 4.08% of Ridgeline Wealth's portfolio in Q2 2026, its #8 holding.
  • 25 funds tracked by Wall St. Rank held Avantis Total Equity Markets ETF as of Q2 2026.

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