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Vawter Financial’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Vawter Financial’s Portfolio AVMA Stock Details AVMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04M Buy
15,414
+657
+4% +$45K 0.44% 40
2025
Q4 		$979K Sell
14,757
-290
-2% -$19.1K 0.41% 41
2025
Q3 		$979K Buy
15,047
+5,322
+55% +$337K 0.44% 42
2025
Q2 		$598K Sell
9,725
-6,012
-38% -$354K 6.75% 4
2025
Q1 		$913K Buy
15,737
+1,294
+9% +$76.4K 0.51% 38
2024
Q4 		$840K Buy
14,443
+1,281
+10% +$76.6K 0.5% 37
2024
Q3 		$787K Buy
13,162
+851
+7% +$49.2K 0.48% 38
2024
Q2 		$694K Buy
12,311
+195
+2% +$11K 0.48% 40
2024
Q1 		$689K Buy
12,116
+7,756
+178% +$424K 0.5% 36
2023
Q4 		$236K Buy
+4,360
New +$222K 0.18% 71

Other funds holding AVMA

CPW
Cogent Private Wealth Orlando, Florida $139M AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Vawter Financial's AVMA Position: Q1 2026 in Review

Vawter Financial increased its Avantis Moderate Allocation ETF (AVMA) stake by 4.5% in Q1 2026, buying an estimated $45K and bringing the position to 15,414 shares worth $1.04M. The position accounts for 0.44% of the portfolio, ranked #40.

Vawter Financial first reported a position in AVMA in Q4 2023 and has held it in 10 quarters since. 20 funds tracked by Wall St. Rank hold AVMA as of Q1 2026.

  • Vawter Financial held 15,414 shares of Avantis Moderate Allocation ETF worth $1.04M as of Q1 2026.
  • Vawter Financial bought 657 Avantis Moderate Allocation ETF shares in Q1 2026, an estimated $45K.
  • Avantis Moderate Allocation ETF made up 0.44% of Vawter Financial's portfolio in Q1 2026, its #40 holding.
  • Vawter Financial first reported a position in Avantis Moderate Allocation ETF in Q4 2023 and has held it in 10 quarters since.
  • 20 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q1 2026.

Based on Vawter Financial's 13F filing for Q1 2026, filed 15 May 2026.