Stordahl Capital Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Stordahl Capital Management’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	$274K	Hold	2,999	–	–	0.05%	60
2026 Q1	$242K	Hold	2,999	–	–	0.05%	59
2025 Q4	$227K	Hold	2,999	–	–	0.05%	60
2025 Q3	$217K	Hold	2,999	–	–	0.05%	60
2025 Q2	$205K	Buy	+2,999	New	+$193K	0.05%	62
2025 Q1	–	Sell	-3,304	Closed	-$221K	–	58
2024 Q4	$221K	Buy	+3,304	New	+$225K	0.05%	60

Other funds holding AVLV

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

FWP

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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

Stordahl Capital Management's AVLV Position: Q2 2026 in Review

Stordahl Capital Management held its Avantis US Large Cap Value ETF (AVLV) position steady in Q2 2026 at 2,999 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #60.

Stordahl Capital Management first reported a position in AVLV in Q4 2024 and has held it in 6 quarters since. 201 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Stordahl Capital Management held 2,999 shares of Avantis US Large Cap Value ETF worth $274K as of Q2 2026.
Stordahl Capital Management left its Avantis US Large Cap Value ETF share count unchanged in Q2 2026.
Avantis US Large Cap Value ETF made up 0.05% of Stordahl Capital Management's portfolio in Q2 2026, its #60 holding.
Stordahl Capital Management first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
201 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.