TFO
AVTM

Tarbox Family Office’s Avantis Total Equity Markets ETF AVTM Stock Holding History

Tarbox Family Office’s Portfolio AVTM Stock Details AVTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.5M Sell
395,590
-1,876
-0.5% -$98.1K 3.08% 9
2026
Q1 		$18.7M Buy
+397,466
New +$19.3M 3.03% 9

Other funds holding AVTM

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return

Tarbox Family Office's AVTM Position: Q2 2026 in Review

Tarbox Family Office reduced its Avantis Total Equity Markets ETF (AVTM) stake by 0.47% in Q2 2026, selling an estimated $98.1K and leaving 395,590 shares worth $21.5M. The position accounts for 3.08% of the portfolio, ranked #9.

Tarbox Family Office first reported a position in AVTM in Q1 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold AVTM as of Q2 2026.

  • Tarbox Family Office held 395,590 shares of Avantis Total Equity Markets ETF worth $21.5M as of Q2 2026.
  • Tarbox Family Office sold 1,876 Avantis Total Equity Markets ETF shares in Q2 2026, an estimated $98.1K.
  • Avantis Total Equity Markets ETF made up 3.08% of Tarbox Family Office's portfolio in Q2 2026, its #9 holding.
  • Tarbox Family Office first reported a position in Avantis Total Equity Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Avantis Total Equity Markets ETF as of Q2 2026.

Based on Tarbox Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.