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Summit Portfolio Management’s Avantis US Equity ETF AVUS Stock Holding History

Summit Portfolio Management’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.7M Buy
+123,280
New +$14.1M 8.82% 4

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM

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

Summit Portfolio Management opened a new position in Avantis US Equity ETF (AVUS) in Q1 2026: 123,280 shares worth $13.7M. The stake represents 8.82% of the portfolio and ranks #4 among its holdings.

556 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Summit Portfolio Management held 123,280 shares of Avantis US Equity ETF worth $13.7M as of Q1 2026.
  • Avantis US Equity ETF was a new Summit Portfolio Management position in Q1 2026.
  • Avantis US Equity ETF made up 8.82% of Summit Portfolio Management's portfolio in Q1 2026, its #4 holding.
  • 556 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

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