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 Q3	$7.72M	Buy	85,350 +6,889	+9%	+$639K	1.98%	7
2026 Q2	$7.16M	Buy	78,461 +8,030	+11%	+$705K	1.82%	7
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 Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SRH Advisors's AVLV Position: Q3 2026 in Review

SRH Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 8.8% in Q3 2026, buying an estimated $639K and bringing the position to 85,350 shares worth $7.72M. The position accounts for 1.98% of the portfolio, ranked #7.

SRH Advisors first reported a position in AVLV in Q1 2025 and has held it in 7 quarters since. 415 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

SRH Advisors held 85,350 shares of Avantis US Large Cap Value ETF worth $7.72M as of Q3 2026.
SRH Advisors bought 6,889 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $639K.
Avantis US Large Cap Value ETF made up 1.98% of SRH Advisors's portfolio in Q3 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 7 quarters since.
415 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.