RVW Wealth’s Avantis Total Equity Markets ETF AVTM Stock Holding History

RVW 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 Q3	$6.1M	Hold	111,410	–	–	0.39%	38
2026 Q2	$6.07M	Hold	111,410	–	–	0.4%	38
2026 Q1	$5.24M	Buy	+111,410	New	+$5.41M	0.41%	39

Other funds holding AVTM

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

RVW Wealth's AVTM Position: Q3 2026 in Review

RVW Wealth held its Avantis Total Equity Markets ETF (AVTM) position steady in Q3 2026 at 111,410 shares worth $6.1M. The position accounts for 0.39% of the portfolio, ranked #38.

RVW Wealth first reported a position in AVTM in Q1 2026 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold AVTM as of Q3 2026.

RVW Wealth held 111,410 shares of Avantis Total Equity Markets ETF worth $6.1M as of Q3 2026.
RVW Wealth left its Avantis Total Equity Markets ETF share count unchanged in Q3 2026.
Avantis Total Equity Markets ETF made up 0.39% of RVW Wealth's portfolio in Q3 2026, its #38 holding.
RVW Wealth first reported a position in Avantis Total Equity Markets ETF in Q1 2026 and has held it in 3 quarters since.
7 funds tracked by Wall St. Rank held Avantis Total Equity Markets ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.