Wescott Financial Advisory Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Wescott Financial Advisory Group’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$318K	Hold	3,484	–	–	0.02%	161
2026 Q1	$281K	Sell	3,484 -641	-16%	-$52K	0.02%	160
2025 Q4	$313K	Buy	4,125 +137	+3%	+$10.1K	0.03%	158
2025 Q3	$288K	Hold	3,988	–	–	0.03%	153
2025 Q2	$272K	Hold	3,988	–	–	0.03%	152
2025 Q1	$260K	Buy	3,988 +875	+28%	+$59.3K	0.03%	151
2024 Q4	$208K	Hold	3,113	–	–	0.02%	167
2024 Q3	$205K	Buy	+3,113	New	+$198K	0.02%	167

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Wescott Financial Advisory Group's AVLV Position: Q2 2026 in Review

Wescott Financial Advisory Group held its Avantis US Large Cap Value ETF (AVLV) position steady in Q2 2026 at 3,484 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #161.

Wescott Financial Advisory Group first reported a position in AVLV in Q3 2024 and has held it in 8 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Wescott Financial Advisory Group held 3,484 shares of Avantis US Large Cap Value ETF worth $318K as of Q2 2026.
Wescott Financial Advisory Group left its Avantis US Large Cap Value ETF share count unchanged in Q2 2026.
Avantis US Large Cap Value ETF made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #161 holding.
Wescott Financial Advisory Group first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.