Root Financial Partners
AVLV icon

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

Root Financial Partners’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 		$628K Buy
6,943
+3,297
+90% +$306K 0.02% 191
2026
Q2 		$333K Sell
3,646
-582
-14% -$51.1K 0.01% 264
2026
Q1 		$341K Buy
4,228
+2,824
+201% +$229K 0.02% 230
2025
Q4 		$106K Hold
1,404
– – 0.01% 443
2025
Q3 		$101K Buy
+1,404
New +$99.2K 0.01% 444

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Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Nixon Peabody Trust
Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Root Financial Partners's AVLV Position: Q3 2026 in Review

Root Financial Partners increased its Avantis US Large Cap Value ETF (AVLV) stake by 90% in Q3 2026, buying an estimated $306K and bringing the position to 6,943 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #191.

Root Financial Partners first reported a position in AVLV in Q3 2025 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

  • Root Financial Partners held 6,943 shares of Avantis US Large Cap Value ETF worth $628K as of Q3 2026.
  • Root Financial Partners bought 3,297 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $306K.
  • Avantis US Large Cap Value ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #191 holding.
  • Root Financial Partners first reported a position in Avantis US Large Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 274 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.