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Savvy Advisors Inc’s Avantis US Equity ETF AVUS Stock Holding History

Savvy Advisors Inc’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
2026
Q1 		$2.78M Buy
25,047
+8,709
+53% +$997K 0.07% 205
2025
Q4 		$1.83M Buy
16,338
+12,362
+311% +$1.36M 0.06% 243
2025
Q3 		$432K Sell
3,976
-57
-1% -$5.98K 0.02% 478
2025
Q2 		$407K Sell
4,033
-853
-17% -$79.9K 0.03% 406
2025
Q1 		$451K Buy
4,886
+1,745
+56% +$170K 0.05% 305
2024
Q4 		$304K Sell
3,141
-43
-1% -$4.22K 0.04% 338
2024
Q3 		$303K Buy
+3,184
New +$292K 0.06% 255

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Savvy Advisors Inc's AVUS Position: Q1 2026 in Review

Savvy Advisors Inc increased its Avantis US Equity ETF (AVUS) stake by 53% in Q1 2026, buying an estimated $997K and bringing the position to 25,047 shares worth $2.78M. The position accounts for 0.07% of the portfolio, ranked #205.

Savvy Advisors Inc first reported a position in AVUS in Q3 2024 and has held it in 7 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Savvy Advisors Inc held 25,047 shares of Avantis US Equity ETF worth $2.78M as of Q1 2026.
  • Savvy Advisors Inc bought 8,709 Avantis US Equity ETF shares in Q1 2026, an estimated $997K.
  • Avantis US Equity ETF made up 0.07% of Savvy Advisors Inc's portfolio in Q1 2026, its #205 holding.
  • Savvy Advisors Inc first reported a position in Avantis US Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.