TWD
AVRE icon

True Wealth Design’s Avantis Real Estate ETF AVRE Stock Holding History

True Wealth Design’s Portfolio AVRE Stock Details AVRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.82K Buy
+165
New +$7.79K ﹤0.01% 1161
2024
Q3 		– Sell
-3,237
Closed -$133K – 1278
2024
Q2 		$133K Buy
3,237
+93
+3% +$3.79K 0.03% 126
2024
Q1 		$133K Hold
3,144
– – 0.03% 130
2023
Q4 		$136K Buy
+3,144
New +$123K 0.04% 125
2023
Q3 		– Sell
-1,446
Closed -$59.2K – 775
2023
Q2 		$59.2K Buy
1,446
+1,101
+319% +$45.2K 0.02% 146
2023
Q1 		$14.3K Buy
345
+328
+1,929% +$14K 0.01% 220
2022
Q4 		$699 Buy
+17
New +$689 ﹤0.01% 387

Other funds holding AVRE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

True Wealth Design's AVRE Position: Q2 2026 in Review

True Wealth Design opened a new position in Avantis Real Estate ETF (AVRE) in Q2 2026: 165 shares worth $7.82K. The stake represents ﹤0.01% of the portfolio and ranks #1161 among its holdings. This is a return to the name: True Wealth Design previously reported a position in AVRE as recently as Q2 2024.

True Wealth Design first reported a position in AVRE in Q4 2022 and has held it in 7 quarters since. The position peaked at $136K in Q4 2023. 29 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • True Wealth Design held 165 shares of Avantis Real Estate ETF worth $7.82K as of Q2 2026.
  • Avantis Real Estate ETF was a new True Wealth Design position in Q2 2026.
  • Avantis Real Estate ETF made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1161 holding.
  • True Wealth Design first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 7 quarters since.
  • True Wealth Design's Avantis Real Estate ETF position peaked at $136K in Q4 2023.
  • 29 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.