Winnow Wealth’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Winnow Wealth’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 Q3	$1.13M	Buy	+12,465	New	+$1.16M	0.74%	35

Other funds holding AVLV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Winnow Wealth's AVLV Position: Q3 2026 in Review

Winnow Wealth opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q3 2026: 12,465 shares worth $1.13M. The stake represents 0.74% of the portfolio and ranks #35 among its holdings.

141 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

Winnow Wealth held 12,465 shares of Avantis US Large Cap Value ETF worth $1.13M as of Q3 2026.
Avantis US Large Cap Value ETF was a new Winnow Wealth position in Q3 2026.
Avantis US Large Cap Value ETF made up 0.74% of Winnow Wealth's portfolio in Q3 2026, its #35 holding.
141 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.