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SRH Advisors’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

SRH Advisors’s Portfolio AVMC Stock Details AVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.09M Buy
15,022
+8,126
+118% +$600K 0.31% 22
2025
Q4 		$487K Buy
+6,896
New +$481K 0.14% 33

Other funds holding AVMC

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $350M AUM 39.2% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $141M AUM
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $616M AUM 18.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SRH Advisors's AVMC Position: Q1 2026 in Review

SRH Advisors increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 118% in Q1 2026, buying an estimated $600K and bringing the position to 15,022 shares worth $1.09M. The position accounts for 0.31% of the portfolio, ranked #22.

SRH Advisors first reported a position in AVMC in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold AVMC as of Q1 2026.

  • SRH Advisors held 15,022 shares of Avantis US Mid Cap Equity ETF worth $1.09M as of Q1 2026.
  • SRH Advisors bought 8,126 Avantis US Mid Cap Equity ETF shares in Q1 2026, an estimated $600K.
  • Avantis US Mid Cap Equity ETF made up 0.31% of SRH Advisors's portfolio in Q1 2026, its #22 holding.
  • SRH Advisors first reported a position in Avantis US Mid Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q1 2026.

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