Silverlake Wealth Management
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
Q3 		$3.51M Sell
27,403
-44
-0.2% -$5.68K 0.65% 28
2026
Q2 		$3.52M Buy
27,447
+178
+0.7% +$21.9K 0.67% 30
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% +$9.7K 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% -$1.6K 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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Silverlake Wealth Management's AVUS Position: Q3 2026 in Review

Silverlake Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 0.16% in Q3 2026, selling an estimated $5.68K and leaving 27,403 shares worth $3.51M. The position accounts for 0.65% of the portfolio, ranked #28.

Silverlake Wealth Management first reported a position in AVUS in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.52M in Q2 2026. 332 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Silverlake Wealth Management held 27,403 shares of Avantis US Equity ETF worth $3.51M as of Q3 2026.
  • Silverlake Wealth Management sold 44 Avantis US Equity ETF shares in Q3 2026, an estimated $5.68K.
  • Avantis US Equity ETF made up 0.65% of Silverlake Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Silverlake Wealth Management first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 20 quarters since.
  • Silverlake Wealth Management's Avantis US Equity ETF position peaked at $3.52M in Q2 2026.
  • 332 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Silverlake Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.