SHP Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

SHP Wealth Management’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 Q1	$21.1K	Buy	+261	New	+$21.2K	﹤0.01%	710

Other funds holding AVLV

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

SHP Wealth Management's AVLV Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q1 2026: 261 shares worth $21.1K. The stake represents ﹤0.01% of the portfolio and ranks #710 among its holdings.

483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

SHP Wealth Management held 261 shares of Avantis US Large Cap Value ETF worth $21.1K as of Q1 2026.
Avantis US Large Cap Value ETF was a new SHP Wealth Management position in Q1 2026.
Avantis US Large Cap Value ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #710 holding.
483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.