Stone Summit Wealth’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Stone Summit Wealth’s Portfolio AVIV Stock Details AVIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$253K	Hold	3,172	–	–	0.07%	127
2026 Q2	$246K	Hold	3,172	–	–	0.06%	137
2026 Q1	$237K	Sell	3,172 -4,036	-56%	-$306K	0.07%	137
2025 Q4	$513K	Sell	7,208 -907	-11%	-$62.6K	0.14%	98
2025 Q3	$547K	Sell	8,115 -1,403	-15%	-$90.9K	0.16%	93
2025 Q2	$592K	Sell	9,518 -1,050	-10%	-$62.2K	0.18%	87
2025 Q1	$599K	Sell	10,568 -42	-0.4%	-$2.32K	0.2%	85
2024 Q4	$551K	Sell	10,610 -589	-5%	-$31.7K	0.18%	93
2024 Q3	$629K	Buy	11,199 +840	+8%	+$45.2K	0.2%	88
2024 Q2	$543K	Sell	10,359 -112	-1%	-$6.04K	0.19%	89
2024 Q1	$566K	Sell	10,471 -74	-0.7%	-$3.81K	0.2%	90
2023 Q4	$543K	Buy	10,545 +719	+7%	+$35K	0.21%	94
2023 Q3	$473K	Sell	9,826 -234	-2%	-$11.5K	0.2%	100
2023 Q2	$489K	Buy	10,060 +1,831	+22%	+$89K	0.2%	93
2023 Q1	$397K	Buy	+8,229	New	+$394K	0.18%	96

Other funds holding AVIV

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

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

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Stone Summit Wealth's AVIV Position: Q3 2026 in Review

Stone Summit Wealth held its Avantis International Large Cap Value ETF (AVIV) position steady in Q3 2026 at 3,172 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #127.

Stone Summit Wealth first reported a position in AVIV in Q1 2023 and has held it in 15 quarters since. The position peaked at $629K in Q3 2024. 33 funds tracked by Wall St. Rank hold AVIV as of Q3 2026.

Stone Summit Wealth held 3,172 shares of Avantis International Large Cap Value ETF worth $253K as of Q3 2026.
Stone Summit Wealth left its Avantis International Large Cap Value ETF share count unchanged in Q3 2026.
Avantis International Large Cap Value ETF made up 0.07% of Stone Summit Wealth's portfolio in Q3 2026, its #127 holding.
Stone Summit Wealth first reported a position in Avantis International Large Cap Value ETF in Q1 2023 and has held it in 15 quarters since.
Stone Summit Wealth's Avantis International Large Cap Value ETF position peaked at $629K in Q3 2024.
33 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.