SLWA
AVUV icon

San Luis Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

San Luis Wealth Advisors’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35M Sell
10,797
-911
-8% -$109K 0.2% 73
2026
Q1 		$1.29M Sell
11,708
-2,698
-19% -$297K 0.21% 70
2025
Q4 		$1.47M Sell
14,406
-2,059
-13% -$206K 0.25% 63
2025
Q3 		$1.64M Buy
+16,465
New +$1.59M 0.3% 55

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

San Luis Wealth Advisors's AVUV Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 7.8% in Q2 2026, selling an estimated $109K and leaving 10,797 shares worth $1.35M. The position accounts for 0.2% of the portfolio, ranked #73.

San Luis Wealth Advisors first reported a position in AVUV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.64M in Q3 2025. 228 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • San Luis Wealth Advisors held 10,797 shares of Avantis US Small Cap Value ETF worth $1.35M as of Q2 2026.
  • San Luis Wealth Advisors sold 911 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $109K.
  • Avantis US Small Cap Value ETF made up 0.2% of San Luis Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • San Luis Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • San Luis Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $1.64M in Q3 2025.
  • 228 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.