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Rossby Financial’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Rossby Financial’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.4K Buy
426
+32
+8% +$2.56K 0.01% 859
2025
Q4 		$31K Buy
394
+127
+48% +$9.85K 0.01% 634
2025
Q3 		$20.5K Buy
+267
New +$19.7K 0.01% 713

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Rossby Financial's AVLC Position: Q1 2026 in Review

Rossby Financial increased its Avantis US Large Cap Equity ETF (AVLC) stake by 8.1% in Q1 2026, buying an estimated $2.56K and bringing the position to 426 shares worth $33.4K. The position accounts for 0.01% of the portfolio, ranked #859.

Rossby Financial first reported a position in AVLC in Q3 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold AVLC as of Q1 2026.

  • Rossby Financial held 426 shares of Avantis US Large Cap Equity ETF worth $33.4K as of Q1 2026.
  • Rossby Financial bought 32 Avantis US Large Cap Equity ETF shares in Q1 2026, an estimated $2.56K.
  • Avantis US Large Cap Equity ETF made up 0.01% of Rossby Financial's portfolio in Q1 2026, its #859 holding.
  • Rossby Financial first reported a position in Avantis US Large Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.