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SFG Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

SFG Wealth Management’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 		$930K Buy
+10,200
New +$896K 0.33% 46
2024
Q2 		– Sell
-7,324
Closed -$471K – 90
2024
Q1 		$471K Buy
+7,324
New +$439K 0.28% 53

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
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

SFG Wealth Management's AVLV Position: Q2 2026 in Review

SFG Wealth Management opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 10,200 shares worth $930K. The stake represents 0.33% of the portfolio and ranks #46 among its holdings. This is a return to the name: SFG Wealth Management previously reported a position in AVLV as recently as Q1 2024.

SFG Wealth Management first reported a position in AVLV in Q1 2024 and has held it in 2 quarters since. 563 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • SFG Wealth Management held 10,200 shares of Avantis US Large Cap Value ETF worth $930K as of Q2 2026.
  • Avantis US Large Cap Value ETF was a new SFG Wealth Management position in Q2 2026.
  • Avantis US Large Cap Value ETF made up 0.33% of SFG Wealth Management's portfolio in Q2 2026, its #46 holding.
  • SFG Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q1 2024 and has held it in 2 quarters since.
  • 563 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.