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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
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

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 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. 580 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.
  • 580 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.