TLA
AVLV icon

Tanglewood Legacy Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Tanglewood Legacy Advisors’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 		$92.8K Hold
1,017
– – 0.03% 135
2026
Q1 		$82K Hold
1,017
– – 0.03% 140
2025
Q4 		$77.1K Hold
1,017
– – 0.03% 145
2025
Q3 		$73.5K Hold
1,017
– – 0.03% 148
2025
Q2 		$69.4K Hold
1,017
– – 0.03% 155
2025
Q1 		$66.3K Hold
1,017
– – 0.03% 156
2024
Q4 		$67.9K Hold
1,017
– – 0.03% 154
2024
Q3 		$66.9K Hold
1,017
– – 0.03% 144
2024
Q2 		$63.9K Hold
1,017
– – 0.03% 142
2024
Q1 		$65.4K Buy
1,017
+17
+2% +$1.02K 0.03% 142
2023
Q4 		$57.8K Buy
+1,000
New +$53.8K 0.03% 142

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
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

Tanglewood Legacy Advisors's AVLV Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Avantis US Large Cap Value ETF (AVLV) position steady in Q2 2026 at 1,017 shares worth $92.8K. The position accounts for 0.03% of the portfolio, ranked #135.

Tanglewood Legacy Advisors first reported a position in AVLV in Q4 2023 and has held it in 11 quarters since. 565 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Tanglewood Legacy Advisors held 1,017 shares of Avantis US Large Cap Value ETF worth $92.8K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Avantis US Large Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Large Cap Value ETF made up 0.03% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #135 holding.
  • Tanglewood Legacy Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 565 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.