WPWM
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Western Pacific Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Western Pacific Wealth Management’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$165K Buy
+1,650
New +$168K 0.17% 66

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SC
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Focus Partners Wealth
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FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Western Pacific Wealth Management's AVDV Position: Q1 2026 in Review

Western Pacific Wealth Management opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q1 2026: 1,650 shares worth $165K. The stake represents 0.17% of the portfolio and ranks #66 among its holdings.

655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

  • Western Pacific Wealth Management held 1,650 shares of Avantis International Small Cap Value ETF worth $165K as of Q1 2026.
  • Avantis International Small Cap Value ETF was a new Western Pacific Wealth Management position in Q1 2026.
  • Avantis International Small Cap Value ETF made up 0.17% of Western Pacific Wealth Management's portfolio in Q1 2026, its #66 holding.
  • 655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.