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Sanchez Levi Garrett’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Sanchez Levi Garrett’s Portfolio AVSU Stock Details AVSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$323K Buy
3,652
+595
+19% +$49.8K 0.18% 61
2026
Q1 		$226K Buy
+3,057
New +$236K 0.14% 70

Other funds holding AVSU

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Sanchez Levi Garrett's AVSU Position: Q2 2026 in Review

Sanchez Levi Garrett increased its Avantis Responsible US Equity ETF (AVSU) stake by 19% in Q2 2026, buying an estimated $49.8K and bringing the position to 3,652 shares worth $323K. The position accounts for 0.18% of the portfolio, ranked #61.

Sanchez Levi Garrett first reported a position in AVSU in Q1 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • Sanchez Levi Garrett held 3,652 shares of Avantis Responsible US Equity ETF worth $323K as of Q2 2026.
  • Sanchez Levi Garrett bought 595 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $49.8K.
  • Avantis Responsible US Equity ETF made up 0.18% of Sanchez Levi Garrett's portfolio in Q2 2026, its #61 holding.
  • Sanchez Levi Garrett first reported a position in Avantis Responsible US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Sanchez Levi Garrett's 13F filing for Q2 2026, filed 17 Aug 2026.