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True Wealth Design’s Avantis Responsible US Equity ETF AVSU Stock Holding History

True Wealth Design’s Portfolio AVSU Stock Details AVSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$237K Buy
2,676
+302
+13% +$25.3K 0.06% 91
2026
Q1 		$175K Buy
2,374
+165
+7% +$12.8K 0.05% 109
2025
Q4 		$169K Buy
2,209
+150
+7% +$11.2K 0.05% 99
2025
Q3 		$151K Hold
2,059
– – 0.05% 102
2025
Q2 		$141K Buy
2,059
+374
+22% +$23.8K 0.05% 71
2025
Q1 		$105K Buy
+1,685
New +$112K 0.04% 83

Other funds holding AVSU

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

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

True Wealth Design increased its Avantis Responsible US Equity ETF (AVSU) stake by 13% in Q2 2026, buying an estimated $25.3K and bringing the position to 2,676 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #91.

True Wealth Design first reported a position in AVSU in Q1 2025 and has held it in 6 quarters since. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • True Wealth Design held 2,676 shares of Avantis Responsible US Equity ETF worth $237K as of Q2 2026.
  • True Wealth Design bought 302 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $25.3K.
  • Avantis Responsible US Equity ETF made up 0.06% of True Wealth Design's portfolio in Q2 2026, its #91 holding.
  • True Wealth Design first reported a position in Avantis Responsible US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

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