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SRH Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

SRH Advisors’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
Q1 		$5.68M Buy
70,431
+6,134
+10% +$497K 1.62% 7
2025
Q4 		$4.87M Buy
64,297
+7,421
+13% +$546K 1.4% 8
2025
Q3 		$4.11M Buy
56,876
+19,638
+53% +$1.39M 1.2% 8
2025
Q2 		$2.54M Buy
37,238
+8,450
+29% +$544K 0.77% 14
2025
Q1 		$1.88M Buy
+28,788
New +$1.95M 0.58% 15

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

SRH Advisors's AVLV Position: Q1 2026 in Review

SRH Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 9.5% in Q1 2026, buying an estimated $497K and bringing the position to 70,431 shares worth $5.68M. The position accounts for 1.62% of the portfolio, ranked #7.

SRH Advisors first reported a position in AVLV in Q1 2025 and has held it in 5 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

  • SRH Advisors held 70,431 shares of Avantis US Large Cap Value ETF worth $5.68M as of Q1 2026.
  • SRH Advisors bought 6,134 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $497K.
  • Avantis US Large Cap Value ETF made up 1.62% of SRH Advisors's portfolio in Q1 2026, its #7 holding.
  • SRH Advisors first reported a position in Avantis US Large Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.