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TFC Financial Management’s Avantis US Equity ETF AVUS Stock Holding History

TFC Financial 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 		$130K Hold
1,166
– – 0.02% 173
2025
Q4 		$130K Hold
1,166
– – 0.02% 173
2025
Q3 		$127K Hold
1,166
– – 0.02% 166
2025
Q2 		$118K Hold
1,166
– – 0.02% 182
2025
Q1 		$108K Hold
1,166
– – 0.02% 187
2024
Q4 		$113K Hold
1,166
– – 0.02% 176
2024
Q3 		$111K Buy
+1,166
New +$107K 0.02% 181

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

TFC Financial Management's AVUS Position: Q1 2026 in Review

TFC Financial Management held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 1,166 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #173.

TFC Financial Management first reported a position in AVUS in Q3 2024 and has held it in 7 quarters since. The position peaked at $130K in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • TFC Financial Management held 1,166 shares of Avantis US Equity ETF worth $130K as of Q1 2026.
  • TFC Financial Management left its Avantis US Equity ETF share count unchanged in Q1 2026.
  • Avantis US Equity ETF made up 0.02% of TFC Financial Management's portfolio in Q1 2026, its #173 holding.
  • TFC Financial Management first reported a position in Avantis US Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • TFC Financial Management's Avantis US Equity ETF position peaked at $130K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.