Stone Summit Wealth’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Stone Summit Wealth’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 Q2	$4.3M	Sell	47,117 -289	-0.6%	-$25.4K	1.09%	29
2026 Q1	$3.82M	Sell	47,406 -2,309	-5%	-$187K	1.06%	31
2025 Q4	$3.77M	Sell	49,715 -2,879	-5%	-$212K	1.02%	32
2025 Q3	$3.8M	Sell	52,594 -7,641	-13%	-$540K	1.08%	31
2025 Q2	$4.11M	Sell	60,235 -4,076	-6%	-$262K	1.27%	24
2025 Q1	$4.19M	Buy	64,311 +149	+0.2%	+$10.1K	1.42%	20
2024 Q4	$4.28M	Buy	64,162 +2,072	+3%	+$141K	1.44%	20
2024 Q3	$4.09M	Buy	62,090 +7,204	+13%	+$459K	1.32%	25
2024 Q2	$3.45M	Buy	54,886 +2,594	+5%	+$163K	1.24%	25
2024 Q1	$3.36M	Buy	52,292 +10,306	+25%	+$618K	1.17%	27
2023 Q4	$2.43M	Buy	41,986 +13,060	+45%	+$702K	0.93%	35
2023 Q3	$1.52M	Buy	28,926 +8,963	+45%	+$486K	0.65%	54
2023 Q2	$1.07M	Buy	19,963 +9,813	+97%	+$501K	0.44%	66
2023 Q1	$519K	Buy	+10,150	New	+$527K	0.23%	88

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Stone Summit Wealth's AVLV Position: Q2 2026 in Review

Stone Summit Wealth reduced its Avantis US Large Cap Value ETF (AVLV) stake by 0.61% in Q2 2026, selling an estimated $25.4K and leaving 47,117 shares worth $4.3M. The position accounts for 1.09% of the portfolio, ranked #29.

Stone Summit Wealth first reported a position in AVLV in Q1 2023 and has held it in 14 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Stone Summit Wealth held 47,117 shares of Avantis US Large Cap Value ETF worth $4.3M as of Q2 2026.
Stone Summit Wealth sold 289 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $25.4K.
Avantis US Large Cap Value ETF made up 1.09% of Stone Summit Wealth's portfolio in Q2 2026, its #29 holding.
Stone Summit Wealth first reported a position in Avantis US Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.