True Wealth Design
AVSU icon

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
Q3 		$443K Buy
5,032
+2,356
+88% +$209K 0.1% 48
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

Highland Financial Advisors
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Freedom Day Solutions
Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return
Clarity Asset Management
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Trellis Wealth Advisors
Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return
Vestment Financial
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

True Wealth Design's AVSU Position: Q3 2026 in Review

True Wealth Design increased its Avantis Responsible US Equity ETF (AVSU) stake by 88% in Q3 2026, buying an estimated $209K and bringing the position to 5,032 shares worth $443K. The position accounts for 0.1% of the portfolio, ranked #48.

True Wealth Design first reported a position in AVSU in Q1 2025 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold AVSU as of Q3 2026.

  • True Wealth Design held 5,032 shares of Avantis Responsible US Equity ETF worth $443K as of Q3 2026.
  • True Wealth Design bought 2,356 Avantis Responsible US Equity ETF shares in Q3 2026, an estimated $209K.
  • Avantis Responsible US Equity ETF made up 0.1% of True Wealth Design's portfolio in Q3 2026, its #48 holding.
  • True Wealth Design first reported a position in Avantis Responsible US Equity ETF in Q1 2025 and has held it in 7 quarters since.
  • 22 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.