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Shira Ridge Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Shira Ridge Wealth Management’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$572K Buy
5,813
+794
+16% +$79.4K 0.2% 45
2026
Q2 		$497K Buy
+5,019
New +$483K 0.17% 52

Other funds holding AVGE

SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Shira Ridge Wealth Management's AVGE Position: Q3 2026 in Review

Shira Ridge Wealth Management increased its Avantis All Equity Markets ETF (AVGE) stake by 16% in Q3 2026, buying an estimated $79.4K and bringing the position to 5,813 shares worth $572K. The position accounts for 0.2% of the portfolio, ranked #45.

Shira Ridge Wealth Management first reported a position in AVGE in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

  • Shira Ridge Wealth Management held 5,813 shares of Avantis All Equity Markets ETF worth $572K as of Q3 2026.
  • Shira Ridge Wealth Management bought 794 Avantis All Equity Markets ETF shares in Q3 2026, an estimated $79.4K.
  • Avantis All Equity Markets ETF made up 0.2% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Shira Ridge Wealth Management first reported a position in Avantis All Equity Markets ETF in Q2 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.