TWD
AVUQ

True Wealth Design’s Avantis U.S. Quality ETF AVUQ Stock Holding History

True Wealth Design’s Portfolio AVUQ Stock Details AVUQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.78M Sell
26,921
-920
-3% -$59.1K 0.42% 20
2026
Q1 		$1.58M Buy
27,841
+4,689
+20% +$279K 0.44% 20
2025
Q4 		$1.39M Sell
23,152
-3,458
-13% -$207K 0.41% 21
2025
Q3 		$1.58M Sell
26,610
-2,202
-8% -$125K 0.48% 20
2025
Q2 		$1.56M Buy
+28,812
New +$1.43M 0.55% 19

Other funds holding AVUQ

BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM
EFP
EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
LFGO
Legacy Financial Group (Oklahoma) Tulsa, Oklahoma $429M AUM 21.51% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

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

True Wealth Design reduced its Avantis U.S. Quality ETF (AVUQ) stake by 3.3% in Q2 2026, selling an estimated $59.1K and leaving 26,921 shares worth $1.78M. The position accounts for 0.42% of the portfolio, ranked #20.

True Wealth Design first reported a position in AVUQ in Q2 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold AVUQ as of Q2 2026.

  • True Wealth Design held 26,921 shares of Avantis U.S. Quality ETF worth $1.78M as of Q2 2026.
  • True Wealth Design sold 920 Avantis U.S. Quality ETF shares in Q2 2026, an estimated $59.1K.
  • Avantis U.S. Quality ETF made up 0.42% of True Wealth Design's portfolio in Q2 2026, its #20 holding.
  • True Wealth Design first reported a position in Avantis U.S. Quality ETF in Q2 2025 and has held it in 5 quarters since.
  • 18 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q2 2026.

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