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RAFFA WEALTH MANAGEMENT, LLC’s Avantis US Equity ETF AVUS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$57.7M Buy
450,553
+48,461
+12% +$5.97M 7.27% 4
2026
Q1 		$44.7M Buy
402,092
+13,887
+4% +$1.59M 6.98% 5
2025
Q4 		$43.4M Buy
388,205
+18,519
+5% +$2.04M 6.67% 5
2025
Q3 		$40.2M Buy
369,686
+15,572
+4% +$1.63M 7.22% 5
2025
Q2 		$35.7M Buy
354,114
+71,814
+25% +$6.72M 7.14% 5
2025
Q1 		$26.1M Buy
282,300
+16,256
+6% +$1.58M 5.93% 5
2024
Q4 		$25.8M Buy
266,044
+60,190
+29% +$5.91M 6% 5
2024
Q3 		$19.6M Buy
205,854
+111,641
+118% +$10.3M 4.73% 6
2024
Q2 		$8.5M Buy
94,213
+24,050
+34% +$2.13M 2.41% 7
2024
Q1 		$6.28M Buy
70,163
+7,563
+12% +$639K 1.87% 9
2023
Q4 		$5.11M Buy
62,600
+1,432
+2% +$108K 1.55% 12
2023
Q3 		$4.48M Buy
61,168
+15,467
+34% +$1.17M 1.52% 13
2023
Q2 		$3.44M Buy
45,701
+9,755
+27% +$698K 1.17% 16
2023
Q1 		$2.55M Buy
35,946
+14,960
+71% +$1.06M 0.93% 21
2022
Q4 		$1.43M Buy
20,986
+19,519
+1,331% +$1.33M 0.58% 25
2022
Q3 		$91.5K Sell
1,467
-12,546
-90% -$862K 0.04% 93
2022
Q2 		$911K Buy
+14,013
New +$994K 0.42% 26

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
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's AVUS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Avantis US Equity ETF (AVUS) stake by 12% in Q2 2026, buying an estimated $5.97M and bringing the position to 450,553 shares worth $57.7M. The position accounts for 7.27% of the portfolio, ranked #4.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AVUS in Q2 2022 and has held it in 17 quarters since. 240 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 450,553 shares of Avantis US Equity ETF worth $57.7M as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 48,461 Avantis US Equity ETF shares in Q2 2026, an estimated $5.97M.
  • Avantis US Equity ETF made up 7.27% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #4 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 240 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.