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

True Wealth Design’s Portfolio AVUS Stock Details AVUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.21M	Sell	40,691 -2,563	-6%	-$316K	1.24%	12
2026 Q1	$4.81M	Buy	43,254 +2,443	+6%	+$280K	1.33%	12
2025 Q4	$4.56M	Sell	40,811 -2,141	-5%	-$236K	1.34%	13
2025 Q3	$4.67M	Sell	42,952 -2,562	-6%	-$269K	1.43%	12
2025 Q2	$4.59M	Buy	45,514 +21,553	+90%	+$2.02M	1.62%	12
2025 Q1	$2.21M	Buy	23,961 +3,635	+18%	+$354K	0.84%	11
2024 Q4	$1.97M	Sell	20,326 -605	-3%	-$59.4K	0.76%	13
2024 Q3	$1.99M	Sell	20,931 -44,693	-68%	-$4.1M	0.78%	13
2024 Q2	$5.92M	Sell	65,624 -1,244	-2%	-$110K	1.46%	11
2024 Q1	$5.98M	Sell	66,868 -3,527	-5%	-$298K	1.49%	11
2023 Q4	$5.74M	Sell	70,395 -436	-0.6%	-$33K	1.62%	11
2023 Q3	$5.19M	Buy	70,831 +985	+1%	+$74.8K	1.74%	11
2023 Q2	$5.25M	Sell	69,846 -1,465	-2%	-$105K	1.92%	10
2023 Q1	$5.05M	Buy	71,311 +3,277	+5%	+$232K	2.12%	9
2022 Q4	$4.63M	Buy	+68,034	New	+$4.65M	2.14%	9

Other funds holding AVUS

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

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

True Wealth Design reduced its Avantis US Equity ETF (AVUS) stake by 5.9% in Q2 2026, selling an estimated $316K and leaving 40,691 shares worth $5.21M. The position accounts for 1.24% of the portfolio, ranked #12.

True Wealth Design first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.98M in Q1 2024. 113 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

True Wealth Design held 40,691 shares of Avantis US Equity ETF worth $5.21M as of Q2 2026.
True Wealth Design sold 2,563 Avantis US Equity ETF shares in Q2 2026, an estimated $316K.
Avantis US Equity ETF made up 1.24% of True Wealth Design's portfolio in Q2 2026, its #12 holding.
True Wealth Design first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Avantis US Equity ETF position peaked at $5.98M in Q1 2024.
113 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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