Allodium Investment Consultants, LLC AVIG — AMERICAN CENTY ETF TR

Ownership history in Allodium Investment Consultants, LLC  ·  7 quarters on record

AI Ownership Summary

Allodium Investment Consultants, LLC reported AMERICAN CENTY ETF TR (AVIG) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 7.02% in 2026 Q1. The latest visible filing shows AVIG at 6.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Allodium Investment Consultants, LLC's position in AMERICAN CENTY ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AVIG was reported at 6.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.02% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVIG stock page Allodium Investment Consultants, LLC fund profile Allodium Investment Consultants, LLC full holdings
How Allodium Investment Consultants, LLC held AVIG — position size vs. price
% of Fund (quarterly)    AVIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 383,166 +30,129 +8.5% 6.74% $15.9M 2026-07-14 $40.98
2026 Q1 ADDED — — — 353,037 +74,664 +26.8% 7.02% $14.7M 2026-04-09 $41.23
2025 Q4 ADDED — — — 278,373 +57,991 +26.3% 5.91% $11.7M 2026-01-14 $41.24
2025 Q3 ADDED — — — 220,382 +15,455 +7.5% 5.24% $9.3M 2025-10-09 $40.64
2025 Q2 ADDED — — — 204,927 +31,236 +18.0% 5.40% $8.5M 2025-08-05 $40.06
2025 Q1 ADDED — — — 173,691 +131,725 +313.9% 5.31% $7.2M 2025-04-23 $38.61
2024 Q4 INITIATED — — — 41,966 — — 1.42% $1.7M 2025-02-04 $38.33

🏢 Other funds also holding AVIG

As of 2026 Q2 — sorted by position size

Echo Wealth Management, LLC 3Y 17.51% BCR Wealth Strategies, LLC 3Y 9.93% Ferguson Johnson Wealth Management Inc 8.71% Align Financial, LLC 7.46% Networth Advisors, LLC 7.31% CONTINUUM WEALTH ADVISORS, LLC 3Y 5.78% Verus Financial Partners, Inc. 3Y 7Y 5.51% Highland Financial Advisors, LLC 3Y 5.42% Centennial Wealth Advisory LLC 3Y 4.95% Allegiance Financial Group Advisory Services LLC 3Y 4.9%

FAQ About Allodium Investment Consultants, LLC and AVIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Allodium Investment Consultants, LLC reported owning AVIG?

Allodium Investment Consultants, LLC reported AVIG across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported AVIG position in Allodium Investment Consultants, LLC's portfolio?

The largest reported portfolio weight for AVIG was 7.02% in 2026 Q1.

What is the latest reported AVIG position on this page?

The most recent filing on this page is 2026 Q2, when Allodium Investment Consultants, LLC reported 383,166 shares, equal to 6.74% of portfolio, with an estimated market value of $15.9M.

What does the chart on this AVIG ownership page compare?

The chart compares Allodium Investment Consultants, LLC's quarterly AVIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Allodium Investment Consultants, LLC time their AVIG position?

Based on 13F filing dates vs. subsequent AVIG price moves, Allodium Investment Consultants, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on AVIG relative to SPY over the holding period was -11.3%.

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