Sax Wealth Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Sax Wealth Advisors’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$472K	Hold	5,860	–	–	0.02%	352
2026 Q1	$444K	Hold	5,860	–	–	0.02%	307
2025 Q4	$444K	Hold	5,860	–	–	0.02%	311
2025 Q3	$423K	Hold	5,860	–	–	0.02%	300
2025 Q2	$400K	Hold	5,860	–	–	0.02%	289
2025 Q1	$382K	Hold	5,860	–	–	0.03%	254
2024 Q4	$391K	Buy	+5,860	New	+$399K	0.03%	226
2024 Q3	–	Sell	-5,860	Closed	-$368K	–	298
2024 Q2	$368K	Buy	+5,860	New	+$367K	0.04%	182
2024 Q1	–	Sell	-5,860	Closed	-$338K	–	200
2023 Q4	$338K	Hold	5,860	–	–	0.06%	140
2023 Q3	$309K	Sell	5,860 -1,450	-20%	-$78.6K	0.06%	137
2023 Q2	$390K	Buy	7,310 +1,608	+28%	+$82.1K	0.08%	132
2023 Q1	$291K	Buy	+5,702	New	+$296K	0.06%	140

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Sax Wealth Advisors's AVLV Position: Q2 2026 in Review

Sax Wealth Advisors held its Avantis US Large Cap Value ETF (AVLV) position steady in Q2 2026 at 5,860 shares worth $472K. The position accounts for 0.02% of the portfolio, ranked #352.

Sax Wealth Advisors first reported a position in AVLV in Q1 2023 and has held it in 12 quarters since. 567 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Sax Wealth Advisors held 5,860 shares of Avantis US Large Cap Value ETF worth $472K as of Q2 2026.
Sax Wealth Advisors left its Avantis US Large Cap Value ETF share count unchanged in Q2 2026.
Avantis US Large Cap Value ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #352 holding.
Sax Wealth Advisors first reported a position in Avantis US Large Cap Value ETF in Q1 2023 and has held it in 12 quarters since.
567 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.