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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
Q3 		$4.92M Sell
38,394
-2,297
-6% -$297K 1.16% 12
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

Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

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

True Wealth Design reduced its Avantis US Equity ETF (AVUS) stake by 5.6% in Q3 2026, selling an estimated $297K and leaving 38,394 shares worth $4.92M. The position accounts for 1.16% of the portfolio, ranked #12.

True Wealth Design first reported a position in AVUS in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.98M in Q1 2024. 118 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • True Wealth Design held 38,394 shares of Avantis US Equity ETF worth $4.92M as of Q3 2026.
  • True Wealth Design sold 2,297 Avantis US Equity ETF shares in Q3 2026, an estimated $297K.
  • Avantis US Equity ETF made up 1.16% of True Wealth Design's portfolio in Q3 2026, its #12 holding.
  • True Wealth Design first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Avantis US Equity ETF position peaked at $5.98M in Q1 2024.
  • 118 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

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