Tempus Wealth Planning’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Tempus Wealth Planning’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 Q3	$743K	Buy	+8,215	New	+$762K	0.14%	155

Other funds holding AVLV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Tempus Wealth Planning's AVLV Position: Q3 2026 in Review

Tempus Wealth Planning opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q3 2026: 8,215 shares worth $743K. The stake represents 0.14% of the portfolio and ranks #155 among its holdings.

236 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

Tempus Wealth Planning held 8,215 shares of Avantis US Large Cap Value ETF worth $743K as of Q3 2026.
Avantis US Large Cap Value ETF was a new Tempus Wealth Planning position in Q3 2026.
Avantis US Large Cap Value ETF made up 0.14% of Tempus Wealth Planning's portfolio in Q3 2026, its #155 holding.
236 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Tempus Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.