Three Cord True Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Three Cord True Wealth Management’s Portfolio AVUV Stock Details AVUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16M	Buy	128,141 +6,803	+6%	+$811K	7.61%	7
2026 Q1	$13.4M	Buy	121,338 +6,753	+6%	+$744K	7.45%	7
2025 Q4	$11.7M	Buy	114,585 +11,664	+11%	+$1.17M	6.8%	7
2025 Q3	$10.2M	Buy	102,921 +2,497	+2%	+$242K	6.93%	7
2025 Q2	$9.15M	Buy	100,424 +6,266	+7%	+$540K	6.83%	7
2025 Q1	$8.21M	Buy	94,158 +5,404	+6%	+$508K	7.04%	7
2024 Q4	$8.57M	Buy	+88,754	New	+$8.82M	7.41%	7

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Three Cord True Wealth Management's AVUV Position: Q2 2026 in Review

Three Cord True Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 5.6% in Q2 2026, buying an estimated $811K and bringing the position to 128,141 shares worth $16M. The position accounts for 7.61% of the portfolio, ranked #7.

Three Cord True Wealth Management first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Three Cord True Wealth Management held 128,141 shares of Avantis US Small Cap Value ETF worth $16M as of Q2 2026.
Three Cord True Wealth Management bought 6,803 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $811K.
Avantis US Small Cap Value ETF made up 7.61% of Three Cord True Wealth Management's portfolio in Q2 2026, its #7 holding.
Three Cord True Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Three Cord True Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.