SFC
AVLV icon

Sprinkle Financial Consultants’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Sprinkle Financial Consultants’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
Q2 		$3.37M Buy
36,907
+6,823
+23% +$599K 1.32% 21
2026
Q1 		$2.43M Buy
30,084
+3,929
+15% +$319K 1.12% 24
2025
Q4 		$1.98M Buy
26,155
+8,826
+51% +$649K 1.01% 26
2025
Q3 		$1.25M Buy
17,329
+1,722
+11% +$122K 0.7% 35
2025
Q2 		$1.06M Buy
15,607
+5,047
+48% +$325K 0.65% 34
2025
Q1 		$689K Buy
10,560
+1,700
+19% +$115K 0.44% 44
2024
Q4 		$592K Buy
8,860
+40
+0.5% +$2.72K 0.4% 43
2024
Q3 		$581K Buy
8,820
+110
+1% +$7K 0.41% 44
2024
Q2 		$547K Buy
8,710
+35
+0.4% +$2.19K 0.43% 44
2024
Q1 		$557K Buy
8,675
+30
+0.3% +$1.8K 0.48% 40
2023
Q4 		$499K Buy
+8,645
New +$465K 0.51% 36

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Sprinkle Financial Consultants's AVLV Position: Q2 2026 in Review

Sprinkle Financial Consultants increased its Avantis US Large Cap Value ETF (AVLV) stake by 23% in Q2 2026, buying an estimated $599K and bringing the position to 36,907 shares worth $3.37M. The position accounts for 1.32% of the portfolio, ranked #21.

Sprinkle Financial Consultants first reported a position in AVLV in Q4 2023 and has held it in 11 quarters since. 563 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Sprinkle Financial Consultants held 36,907 shares of Avantis US Large Cap Value ETF worth $3.37M as of Q2 2026.
  • Sprinkle Financial Consultants bought 6,823 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $599K.
  • Avantis US Large Cap Value ETF made up 1.32% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #21 holding.
  • Sprinkle Financial Consultants first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 563 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.