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Robinswood Financial’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Robinswood Financial’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
Q2 		$41K Hold
450
– – 0.01% 166
2026
Q1 		$36.3K Hold
450
– – 0.01% 169
2025
Q4 		$34.1K Hold
450
– – 0.01% 173
2025
Q3 		$32.5K Hold
450
– – 0.01% 169
2025
Q2 		$30.7K Hold
450
– – 0.01% 175
2025
Q1 		$29.3K Hold
450
– – 0.01% 167
2024
Q4 		$30K Hold
450
– – 0.01% 148
2024
Q3 		$29.6K Hold
450
– – 0.01% 152
2024
Q2 		$28.3K Hold
450
– – 0.01% 156
2024
Q1 		$28.9K Hold
450
– – 0.01% 119
2023
Q4 		$26K Buy
+450
New +$24.2K 0.01% 116

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Robinswood Financial's AVLV Position: Q2 2026 in Review

Robinswood Financial held its Avantis US Large Cap Value ETF (AVLV) position steady in Q2 2026 at 450 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #166.

Robinswood Financial first reported a position in AVLV in Q4 2023 and has held it in 11 quarters since. 95 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Robinswood Financial held 450 shares of Avantis US Large Cap Value ETF worth $41K as of Q2 2026.
  • Robinswood Financial left its Avantis US Large Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Large Cap Value ETF made up 0.01% of Robinswood Financial's portfolio in Q2 2026, its #166 holding.
  • Robinswood Financial first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 95 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.