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Savvy Advisors Inc’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Savvy Advisors Inc’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
Q2 		$204K Buy
+2,268
New +$196K ﹤0.01% 1171

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 $2.35B AUM 17.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Savvy Advisors Inc's AVLC Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in Avantis US Large Cap Equity ETF (AVLC) in Q2 2026: 2,268 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1171 among its holdings.

115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Savvy Advisors Inc held 2,268 shares of Avantis US Large Cap Equity ETF worth $204K as of Q2 2026.
  • Avantis US Large Cap Equity ETF was a new Savvy Advisors Inc position in Q2 2026.
  • Avantis US Large Cap Equity ETF made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1171 holding.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.