Smith & Howard Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Smith & Howard 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	$341K	Hold	3,066	–	–	0.07%	61
2025 Q4	$343K	Hold	3,066	–	–	0.08%	59
2025 Q3	$333K	Hold	3,066	–	–	0.08%	59
2025 Q2	$309K	Hold	3,066	–	–	0.08%	57
2025 Q1	$283K	Hold	3,066	–	–	0.08%	60
2024 Q4	$297K	Hold	3,066	–	–	0.08%	58
2024 Q3	$292K	Hold	3,066	–	–	0.08%	64
2024 Q2	$277K	Hold	3,066	–	–	0.08%	69
2024 Q1	$274K	Hold	3,066	–	–	0.08%	63
2023 Q4	$250K	Buy	+3,066	New	+$232K	0.09%	58

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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 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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Smith & Howard Wealth Management's AVUS Position: Q1 2026 in Review

Smith & Howard Wealth Management held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 3,066 shares worth $341K. The position accounts for 0.07% of the portfolio, ranked #61.

Smith & Howard Wealth Management first reported a position in AVUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $343K in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Smith & Howard Wealth Management held 3,066 shares of Avantis US Equity ETF worth $341K as of Q1 2026.
Smith & Howard Wealth Management left its Avantis US Equity ETF share count unchanged in Q1 2026.
Avantis US Equity ETF made up 0.07% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #61 holding.
Smith & Howard Wealth Management first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Smith & Howard Wealth Management's Avantis US Equity ETF position peaked at $343K in Q4 2025.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.