SWM
AVUS icon

Silverlake Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Silverlake Wealth Management’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.03M Sell
27,269
-1,505
-5% -$172K 0.63% 33
2025
Q4 		$3.22M Buy
28,774
+337
+1% +$37.1K 0.72% 25
2025
Q3 		$3.09M Sell
28,437
-675
-2% -$70.8K 0.75% 24
2025
Q2 		$2.94M Sell
29,112
-516
-2% -$48.3K 0.85% 18
2025
Q1 		$2.74M Sell
29,628
-70
-0.2% -$6.82K 1.03% 14
2024
Q4 		$2.88M Sell
29,698
-621
-2% -$61K 1.1% 13
2024
Q3 		$2.88M Buy
30,319
+106
+0.4% +$9.73K 1.09% 13
2024
Q2 		$2.72M Buy
30,213
+802
+3% +$70.9K 1.12% 13
2024
Q1 		$2.63M Buy
29,411
+338
+1% +$28.5K 1.34% 12
2023
Q4 		$2.37M Sell
29,073
-1,238
-4% -$93.7K 1.31% 12
2023
Q3 		$2.22M Sell
30,311
-21
-0.1% -$1.59K 1.25% 14
2023
Q2 		$2.28M Buy
30,332
+32
+0.1% +$2.29K 1.27% 15
2023
Q1 		$2.15M Buy
30,300
+221
+0.7% +$15.6K 1.3% 14
2022
Q4 		$2.05M Sell
30,079
-493
-2% -$33.7K 1.28% 16
2022
Q3 		$1.91M Sell
30,572
-236
-0.8% -$16.2K 1.29% 15
2022
Q2 		$2M Sell
30,808
-190
-0.6% -$13.5K 1.31% 15
2022
Q1 		$2.39M Sell
30,998
-1,536
-5% -$117K 1.37% 10
2021
Q4 		$2.61M Buy
+32,534
New +$2.55M 1.4% 13

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Silverlake Wealth Management's AVUS Position: Q1 2026 in Review

Silverlake Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 5.2% in Q1 2026, selling an estimated $172K and leaving 27,269 shares worth $3.03M. The position accounts for 0.63% of the portfolio, ranked #33.

Silverlake Wealth Management first reported a position in AVUS in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.22M in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Silverlake Wealth Management held 27,269 shares of Avantis US Equity ETF worth $3.03M as of Q1 2026.
  • Silverlake Wealth Management sold 1,505 Avantis US Equity ETF shares in Q1 2026, an estimated $172K.
  • Avantis US Equity ETF made up 0.63% of Silverlake Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Silverlake Wealth Management first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • Silverlake Wealth Management's Avantis US Equity ETF position peaked at $3.22M in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.