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Three Arch Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Three Arch Wealth Management’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,374
Closed -$209K – 70
2026
Q1 		$209K Sell
2,374
-1,538
-39% -$138K 0.04% 59
2025
Q4 		$336K Buy
+3,912
New +$331K 0.06% 46

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GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Three Arch Wealth Management's AVGE Position: Q2 2026 in Review

Three Arch Wealth Management sold out of Avantis All Equity Markets ETF (AVGE) in Q2 2026, closing a stake of 2,374 shares — an estimated $209K sold.

Three Arch Wealth Management first reported a position in AVGE in Q4 2025 and held it in 2 quarters. The position peaked at $336K in Q4 2025. 160 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Three Arch Wealth Management reported no remaining Avantis All Equity Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Three Arch Wealth Management sold 2,374 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $209K.
  • Three Arch Wealth Management first reported a position in Avantis All Equity Markets ETF in Q4 2025 and held it in 2 quarters.
  • Three Arch Wealth Management's Avantis All Equity Markets ETF position peaked at $336K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Three Arch Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.