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Seeds Investor’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Seeds Investor’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
Q1 		$1.92M Buy
23,204
+4,541
+24% +$364K 0.26% 74
2025
Q4 		$1.47M Sell
18,663
-6,975
-27% -$541K 0.28% 61
2025
Q3 		$1.96M Sell
25,638
-2,998
-10% -$221K 0.41% 42
2025
Q2 		$2.03M Buy
+28,636
New +$1.88M 0.48% 41

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 $2.07B AUM 13.46% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Seeds Investor's AVLC Position: Q1 2026 in Review

Seeds Investor increased its Avantis US Large Cap Equity ETF (AVLC) stake by 24% in Q1 2026, buying an estimated $364K and bringing the position to 23,204 shares worth $1.92M. The position accounts for 0.26% of the portfolio, ranked #74.

Seeds Investor first reported a position in AVLC in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.03M in Q2 2025. 89 funds tracked by Wall St. Rank hold AVLC as of Q1 2026.

  • Seeds Investor held 23,204 shares of Avantis US Large Cap Equity ETF worth $1.92M as of Q1 2026.
  • Seeds Investor bought 4,541 Avantis US Large Cap Equity ETF shares in Q1 2026, an estimated $364K.
  • Avantis US Large Cap Equity ETF made up 0.26% of Seeds Investor's portfolio in Q1 2026, its #74 holding.
  • Seeds Investor first reported a position in Avantis US Large Cap Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Seeds Investor's Avantis US Large Cap Equity ETF position peaked at $2.03M in Q2 2025.
  • 89 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q1 2026.

Based on Seeds Investor's 13F filing for Q1 2026, filed 11 May 2026.