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Winebrenner Capital Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Winebrenner Capital Management’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 		$218K Buy
+2,385
New +$209K 0.13% 135

Other funds holding AVLV

Wealth Enhancement Advisory Services
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
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
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Winebrenner Capital Management's AVLV Position: Q2 2026 in Review

Winebrenner Capital Management opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 2,385 shares worth $218K. The stake represents 0.13% of the portfolio and ranks #135 among its holdings.

106 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Winebrenner Capital Management held 2,385 shares of Avantis US Large Cap Value ETF worth $218K as of Q2 2026.
  • Avantis US Large Cap Value ETF was a new Winebrenner Capital Management position in Q2 2026.
  • Avantis US Large Cap Value ETF made up 0.13% of Winebrenner Capital Management's portfolio in Q2 2026, its #135 holding.
  • 106 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.