XPN
AVLC icon

XY Planning Network’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

XY Planning Network’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$287K Buy
+3,184
New +$289K 0.03% 328

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
WRCM
Western Reserve Capital Management Hudson, Ohio $141M AUM 17.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

XY Planning Network's AVLC Position: Q3 2026 in Review

XY Planning Network opened a new position in Avantis US Large Cap Equity ETF (AVLC) in Q3 2026: 3,184 shares worth $287K. The stake represents 0.03% of the portfolio and ranks #328 among its holdings.

14 funds tracked by Wall St. Rank hold AVLC as of Q3 2026.

  • XY Planning Network held 3,184 shares of Avantis US Large Cap Equity ETF worth $287K as of Q3 2026.
  • Avantis US Large Cap Equity ETF was a new XY Planning Network position in Q3 2026.
  • Avantis US Large Cap Equity ETF made up 0.03% of XY Planning Network's portfolio in Q3 2026, its #328 holding.
  • 14 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.