B&D White Capital Company, LLC AVES — AMERICAN CENTY ETF TR

Ownership history in B&D White Capital Company, LLC  ·  7 quarters on record

AI Ownership Summary

B&D White Capital Company, LLC reported AMERICAN CENTY ETF TR (AVES) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 2.02% in 2025 Q4. The latest visible filing shows AVES at 1.71% 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 AVES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was B&D White Capital Company, 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 Q1

AVES was reported at 1.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.02% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

AVES stock page B&D White Capital Company, LLC fund profile B&D White Capital Company, LLC full holdings
How B&D White Capital Company, LLC held AVES — position size vs. price
% of Fund (quarterly)    AVES 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 Q1 REDUCED — — — 230,797 -68,361 -22.9% 1.71% $13.8M 2026-05-13 $67.11
2025 Q4 ADDED — — — 299,158 +108,113 +56.6% 2.02% $17.4M 2026-02-13 $64.61
2025 Q3 REDUCED — — — 191,045 -1,219 -0.6% 1.40% $11.0M 2025-10-23 $56.93
2025 Q2 ADDED — — — 192,264 +96,312 +100.4% 1.57% $10.3M 2025-08-13 $54.83
2025 Q1 ADDED — — — 95,952 +66,726 +228.3% 0.67% $4.5M 2025-05-14 $48.65
2024 Q4 ADDED — — — 29,226 +8,347 +40.0% 0.23% $1.4M 2025-02-04 $44.74
2024 Q3 INITIATED — — — 20,879 — — 0.19% $1.1M 2024-11-08 $46.81

🏢 Other funds also holding AVES

As of 2026 Q1 — sorted by position size

Golden Bell Financial Planning LLC 6.43% ATLas Financial Planning LLC 5.39% Meredith Wealth Planning 3Y 4.64% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 4.47% FIDELITY D & D BANCORP INC 4.44% Summit Portfolio Management, LTD. 4.21% Cornerstone Wealth Partners, LLC 4.02% BANNERMAN WEALTH MANAGEMENT GROUP, LLC 3.68% Armbruster Capital Management, Inc. 3Y 7Y 3.42% Oceanside Advisors LLC 3.2%

FAQ About B&D White Capital Company, LLC and AVES

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

How long has B&D White Capital Company, LLC reported owning AVES?

B&D White Capital Company, LLC reported AVES across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported AVES position in B&D White Capital Company, LLC's portfolio?

The largest reported portfolio weight for AVES was 2.02% in 2025 Q4.

What is the latest reported AVES position on this page?

The most recent filing on this page is 2026 Q1, when B&D White Capital Company, LLC reported 230,797 shares, equal to 1.71% of portfolio, with an estimated market value of $13.8M.

What does the chart on this AVES ownership page compare?

The chart compares B&D White Capital Company, LLC's quarterly AVES 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 B&D White Capital Company, LLC time their AVES position?

Based on 13F filing dates vs. subsequent AVES price moves, B&D White Capital Company, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on AVES relative to SPY over the holding period was +8.8%.

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