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ShankerValleau Wealth Advisors’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

ShankerValleau Wealth Advisors’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
Q2 		$7.98M Sell
88,673
-2,070
-2% -$179K 2.1% 13
2026
Q1 		$7.04M Buy
90,743
+8,486
+10% +$680K 1.98% 13
2025
Q4 		$6.47M Sell
82,257
-211
-0.3% -$16.4K 1.75% 13
2025
Q3 		$6.31M Buy
82,468
+733
+0.9% +$54.1K 1.62% 13
2025
Q2 		$5.81M Buy
+81,735
New +$5.36M 1.66% 13

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
WRCM
Western Reserve Capital Management Hudson, Ohio $135M AUM
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

ShankerValleau Wealth Advisors's AVLC Position: Q2 2026 in Review

ShankerValleau Wealth Advisors reduced its Avantis US Large Cap Equity ETF (AVLC) stake by 2.3% in Q2 2026, selling an estimated $179K and leaving 88,673 shares worth $7.98M. The position accounts for 2.1% of the portfolio, ranked #13.

ShankerValleau Wealth Advisors first reported a position in AVLC in Q2 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • ShankerValleau Wealth Advisors held 88,673 shares of Avantis US Large Cap Equity ETF worth $7.98M as of Q2 2026.
  • ShankerValleau Wealth Advisors sold 2,070 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $179K.
  • Avantis US Large Cap Equity ETF made up 2.1% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • ShankerValleau Wealth Advisors first reported a position in Avantis US Large Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 27 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

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