SFM LLC
AVLV icon

SFM LLC’s Avantis US Large Cap Value ETF AVLV Stock Holding History

SFM LLC’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
Q3 		$4.77M Buy
52,738
+31,922
+153% +$2.96M 2.4% 11
2026
Q2 		$1.9M Buy
+20,816
New +$1.83M 0.97% 27

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Nixon Peabody Trust
Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

SFM LLC's AVLV Position: Q3 2026 in Review

SFM LLC increased its Avantis US Large Cap Value ETF (AVLV) stake by 153% in Q3 2026, buying an estimated $2.96M and bringing the position to 52,738 shares worth $4.77M. The position accounts for 2.4% of the portfolio, ranked #11.

SFM LLC first reported a position in AVLV in Q2 2026 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

  • SFM LLC held 52,738 shares of Avantis US Large Cap Value ETF worth $4.77M as of Q3 2026.
  • SFM LLC bought 31,922 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $2.96M.
  • Avantis US Large Cap Value ETF made up 2.4% of SFM LLC's portfolio in Q3 2026, its #11 holding.
  • SFM LLC first reported a position in Avantis US Large Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on SFM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.