Axiom Financial Strategies, LLC AVDE — AMERICAN CENTY ETF TR

Ownership history in Axiom Financial Strategies, LLC  ·  4 quarters on record

AI Ownership Summary

Axiom Financial Strategies, LLC reported AMERICAN CENTY ETF TR (AVDE) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 7.23% in 2026 Q1. The latest visible filing shows AVDE at 6.99% 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 AVDE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Axiom Financial Strategies, 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

AVDE was reported at 6.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.23% 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
2025 Q3 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.

AVDE stock page Axiom Financial Strategies, LLC fund profile Axiom Financial Strategies, LLC full holdings
How Axiom Financial Strategies, LLC held AVDE — position size vs. price
% of Fund (quarterly)    AVDE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 250,119 +8,142 +3.4% 6.99% $22.3M 2026-08-06 $92.60
2026 Q1 ADDED — — — 241,977 +100,218 +70.7% 7.23% $20.5M 2026-04-21 $87.39
2025 Q4 ADDED — — — 141,759 +445 +0.3% 4.91% $11.7M 2026-01-23 $85.12
2025 Q3 INITIATED — — — 141,314 — — 4.80% $11.1M 2025-11-14 $77.94

🏢 Other funds also holding AVDE

As of 2026 Q2 — sorted by position size

Rockwood Wealth Management, LLC 3Y 17.85% Echo Wealth Management, LLC 3Y 14.63% Oak Root LLC 14.05% Yardley Wealth Management LLC 12.93% Oak Wealth Advisors LLC 12.78% Clarion Wealth Managment Partners, LLC 12.55% CORRECT CAPITAL WEALTH MANAGEMENT 12.45% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 11.5% ESL Trust Services, LLC 3Y 11.38% GRAND WEALTH MANAGEMENT, LLC 3Y 11.1%

FAQ About Axiom Financial Strategies, LLC and AVDE

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

How long has Axiom Financial Strategies, LLC reported owning AVDE?

Axiom Financial Strategies, LLC reported AVDE across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported AVDE position in Axiom Financial Strategies, LLC's portfolio?

The largest reported portfolio weight for AVDE was 7.23% in 2026 Q1.

What is the latest reported AVDE position on this page?

The most recent filing on this page is 2026 Q2, when Axiom Financial Strategies, LLC reported 250,119 shares, equal to 6.99% of portfolio, with an estimated market value of $22.3M.

What does the chart on this AVDE ownership page compare?

The chart compares Axiom Financial Strategies, LLC's quarterly AVDE 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 Axiom Financial Strategies, LLC time their AVDE position?

Based on 13F filing dates vs. subsequent AVDE price moves, Axiom Financial Strategies, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on AVDE relative to SPY over the holding period was +4.2%.

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