Safe Harbor Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Safe Harbor Wealth Advisors’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
2025 Q4	$1.58M	Buy	+13,618	New	+$1.5M	1.53%	12

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $1.05B AUM

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Safe Harbor Wealth Advisors's AVUS Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Avantis US Equity ETF (AVUS) in Q4 2025: 13,618 shares worth $1.58M. The stake represents 1.53% of the portfolio and ranks #12 among its holdings.

520 funds tracked by Wall St. Rank hold AVUS as of Q4 2025.

Safe Harbor Wealth Advisors held 13,618 shares of Avantis US Equity ETF worth $1.58M as of Q4 2025.
Avantis US Equity ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
Avantis US Equity ETF made up 1.53% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #12 holding.
520 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.