Summit Portfolio Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Summit Portfolio 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 Q1	$13.8M	Buy	+171,390	New	+$13.9M	8.89%	3

Other funds holding AVLV

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

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

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

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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Summit Portfolio Management's AVLV Position: Q1 2026 in Review

Summit Portfolio Management opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q1 2026: 171,390 shares worth $13.8M. The stake represents 8.89% of the portfolio and ranks #3 among its holdings.

484 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

Summit Portfolio Management held 171,390 shares of Avantis US Large Cap Value ETF worth $13.8M as of Q1 2026.
Avantis US Large Cap Value ETF was a new Summit Portfolio Management position in Q1 2026.
Avantis US Large Cap Value ETF made up 8.89% of Summit Portfolio Management's portfolio in Q1 2026, its #3 holding.
484 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Summit Portfolio Management's 13F filing for Q1 2026, filed 30 Apr 2026.