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Steffes Financial’s Avantis All Equity Markets ETF AVGE Stock Holding History

Steffes Financial’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$556K Buy
+5,615
New +$540K 0.24% 20

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Steffes Financial's AVGE Position: Q2 2026 in Review

Steffes Financial opened a new position in Avantis All Equity Markets ETF (AVGE) in Q2 2026: 5,615 shares worth $556K. The stake represents 0.24% of the portfolio and ranks #20 among its holdings.

159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Steffes Financial held 5,615 shares of Avantis All Equity Markets ETF worth $556K as of Q2 2026.
  • Avantis All Equity Markets ETF was a new Steffes Financial position in Q2 2026.
  • Avantis All Equity Markets ETF made up 0.24% of Steffes Financial's portfolio in Q2 2026, its #20 holding.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Steffes Financial's 13F filing for Q2 2026, filed 14 Aug 2026.