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

Summit Wealth Partners’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	$11.4M	Buy	124,703 +13,741	+12%	+$1.21M	1.62%	18
2026 Q1	$8.94M	Buy	110,962 +7,064	+7%	+$573K	1.42%	19
2025 Q4	$7.87M	Buy	103,898 +12,997	+14%	+$956K	1.45%	19
2025 Q3	$6.57M	Buy	90,901 +13,732	+18%	+$970K	1.19%	23
2025 Q2	$5.26M	Buy	77,169 +34,532	+81%	+$2.22M	1%	25
2025 Q1	$2.78M	Buy	42,637 +11,980	+39%	+$812K	0.56%	44
2024 Q4	$2.05M	Buy	30,657 +5,558	+22%	+$378K	0.42%	48
2024 Q3	$1.65M	Buy	25,099 +5,416	+28%	+$345K	0.32%	62
2024 Q2	$1.24M	Buy	19,683 +12,630	+179%	+$792K	0.26%	73
2024 Q1	$453K	Buy	+7,053	New	+$423K	0.1%	139

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

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

Summit Wealth Partners increased its Avantis US Large Cap Value ETF (AVLV) stake by 12% in Q2 2026, buying an estimated $1.21M and bringing the position to 124,703 shares worth $11.4M. The position accounts for 1.62% of the portfolio, ranked #18.

Summit Wealth Partners first reported a position in AVLV in Q1 2024 and has held it in 10 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Summit Wealth Partners held 124,703 shares of Avantis US Large Cap Value ETF worth $11.4M as of Q2 2026.
Summit Wealth Partners bought 13,741 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $1.21M.
Avantis US Large Cap Value ETF made up 1.62% of Summit Wealth Partners's portfolio in Q2 2026, its #18 holding.
Summit Wealth Partners first reported a position in Avantis US Large Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.