SWM
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SFG Wealth Management’s Avantis All International Markets Equity ETF AVNM Stock Holding History

SFG Wealth Management’s Portfolio AVNM Stock Details AVNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$801K Buy
+10,514
New +$822K 0.33% 49

Other funds holding AVNM

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $350M AUM 39.2% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $361M AUM 18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

SFG Wealth Management's AVNM Position: Q1 2026 in Review

SFG Wealth Management opened a new position in Avantis All International Markets Equity ETF (AVNM) in Q1 2026: 10,514 shares worth $801K. The stake represents 0.33% of the portfolio and ranks #49 among its holdings.

53 funds tracked by Wall St. Rank hold AVNM as of Q1 2026.

  • SFG Wealth Management held 10,514 shares of Avantis All International Markets Equity ETF worth $801K as of Q1 2026.
  • Avantis All International Markets Equity ETF was a new SFG Wealth Management position in Q1 2026.
  • Avantis All International Markets Equity ETF made up 0.33% of SFG Wealth Management's portfolio in Q1 2026, its #49 holding.
  • 53 funds tracked by Wall St. Rank held Avantis All International Markets Equity ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.