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Skyview Financial Group’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Skyview Financial Group’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$3.86M Buy
+49,061
New +$3.81M 3.98% 7

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Skyview Financial Group's AVLC Position: Q4 2025 in Review

Skyview Financial Group opened a new position in Avantis US Large Cap Equity ETF (AVLC) in Q4 2025: 49,061 shares worth $3.86M. The stake represents 3.98% of the portfolio and ranks #7 among its holdings.

81 funds tracked by Wall St. Rank hold AVLC as of Q4 2025.

  • Skyview Financial Group held 49,061 shares of Avantis US Large Cap Equity ETF worth $3.86M as of Q4 2025.
  • Avantis US Large Cap Equity ETF was a new Skyview Financial Group position in Q4 2025.
  • Avantis US Large Cap Equity ETF made up 3.98% of Skyview Financial Group's portfolio in Q4 2025, its #7 holding.
  • 81 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q4 2025.

Based on Skyview Financial Group's 13F filing for Q4 2025, filed 18 Feb 2026.