Sheets Smith Wealth Management’s Avantis Total Equity Markets ETF AVTM Stock Holding History

Sheets Smith Wealth Management’s Portfolio AVTM Stock Details AVTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.4M	Buy	+484,908	New	+$25.3M	2.64%	4

Other funds holding AVTM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return

Sheets Smith Wealth Management's AVTM Position: Q2 2026 in Review

Sheets Smith Wealth Management opened a new position in Avantis Total Equity Markets ETF (AVTM) in Q2 2026: 484,908 shares worth $26.4M. The stake represents 2.64% of the portfolio and ranks #4 among its holdings.

25 funds tracked by Wall St. Rank hold AVTM as of Q2 2026.

Sheets Smith Wealth Management held 484,908 shares of Avantis Total Equity Markets ETF worth $26.4M as of Q2 2026.
Avantis Total Equity Markets ETF was a new Sheets Smith Wealth Management position in Q2 2026.
Avantis Total Equity Markets ETF made up 2.64% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #4 holding.
25 funds tracked by Wall St. Rank held Avantis Total Equity Markets ETF as of Q2 2026.

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