White Pine Investment Company’s Avantis US Large Cap Value ETF AVLV Stock Holding History

White Pine Investment Company’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	$7.75M	Buy	84,938 +515	+0.6%	+$45.2K	1.65%	30
2026 Q1	$6.8M	Buy	84,423 +1,907	+2%	+$155K	1.58%	31
2025 Q4	$6.25M	Buy	82,516 +1,355	+2%	+$99.7K	1.47%	32
2025 Q3	$5.87M	Buy	81,161 +3,858	+5%	+$272K	1.39%	33
2025 Q2	$5.27M	Buy	+77,303	New	+$4.98M	1.32%	36

Other funds holding AVLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

FWP

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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

White Pine Investment Company's AVLV Position: Q2 2026 in Review

White Pine Investment Company increased its Avantis US Large Cap Value ETF (AVLV) stake by 0.61% in Q2 2026, buying an estimated $45.2K and bringing the position to 84,938 shares worth $7.75M. The position accounts for 1.65% of the portfolio, ranked #30.

White Pine Investment Company first reported a position in AVLV in Q2 2025 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

White Pine Investment Company held 84,938 shares of Avantis US Large Cap Value ETF worth $7.75M as of Q2 2026.
White Pine Investment Company bought 515 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $45.2K.
Avantis US Large Cap Value ETF made up 1.65% of White Pine Investment Company's portfolio in Q2 2026, its #30 holding.
White Pine Investment Company first reported a position in Avantis US Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
342 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on White Pine Investment Company's 13F filing for Q2 2026, filed 20 Jul 2026.