Ridgeline Wealth’s Avantis US Equity ETF AVUS Stock Holding History

Ridgeline Wealth’s Portfolio AVUS Stock Details AVUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.14M	Sell	54,647 -1,045	-2%	-$135K	4.04%	7
2026 Q2	$7.13M	Sell	55,692 -575	-1%	-$70.8K	4.17%	7
2026 Q1	$6.26M	Buy	56,267 +1,055	+2%	+$121K	4.48%	7
2025 Q4	$6.17M	Buy	55,212 +4,136	+8%	+$456K	4.28%	7
2025 Q3	$5.55M	Sell	51,076 -216	-0.4%	-$22.7K	4.1%	8
2025 Q2	$5.17M	Sell	51,292 -240,198	-82%	-$22.5M	4.22%	6
2025 Q1	$26.9M	Buy	291,490 +16,410	+6%	+$1.6M	22.89%	1
2024 Q4	$26.7M	Buy	+275,080	New	+$27M	21.73%	1

Other funds holding AVUS

ORL

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SHFA

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Ridgeline Wealth's AVUS Position: Q3 2026 in Review

Ridgeline Wealth reduced its Avantis US Equity ETF (AVUS) stake by 1.9% in Q3 2026, selling an estimated $135K and leaving 54,647 shares worth $7.14M. The position accounts for 4.04% of the portfolio, ranked #7.

Ridgeline Wealth first reported a position in AVUS in Q4 2024 and has held it in 8 quarters since. The position peaked at $26.9M in Q1 2025. 67 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

Ridgeline Wealth held 54,647 shares of Avantis US Equity ETF worth $7.14M as of Q3 2026.
Ridgeline Wealth sold 1,045 Avantis US Equity ETF shares in Q3 2026, an estimated $135K.
Avantis US Equity ETF made up 4.04% of Ridgeline Wealth's portfolio in Q3 2026, its #7 holding.
Ridgeline Wealth first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 8 quarters since.
Ridgeline Wealth's Avantis US Equity ETF position peaked at $26.9M in Q1 2025.
67 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

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