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

Ownership history in B&D White Capital Company, LLC  ·  8 quarters on record

AI Ownership Summary

B&D White Capital Company, LLC reported AMERICAN CENTY ETF TR (AVSC) in 8 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.41% in 2023 Q4. The latest visible filing shows AVSC at 1.08% 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 AVSC 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

AVSC was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

AVSC 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 AVSC — position size vs. price
% of Fund (quarterly)    AVSC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 140,853 +39,487 +39.0% 1.08% $8.8M 2026-05-13 $67.14
2025 Q4 REDUCED 38.3% +6.2% ❌ 101,366 -62,843 -38.3% 0.69% $6.0M 2026-02-13 $64.73
2025 Q1 ADDED — — — 164,209 +89,373 +119.4% 1.17% $7.9M 2025-05-14 $49.40
2024 Q4 ADDED — — — 74,836 +36,708 +96.3% 0.69% $4.1M 2025-02-04 $54.64
2024 Q3 ADDED — — — 38,128 +28,091 +279.9% 0.36% $2.1M 2024-11-08 $57.08
2024 Q2 ADDED — — — 10,037 +220 +2.2% 0.10% $501K 2024-08-13 $50.27
2024 Q1 REDUCED 89.0% -5.2% ✅ 9,817 -79,297 -89.0% 0.11% $514K 2024-05-10 $50.10
2023 Q4 INITIATED — — — 89,114 — — 1.41% $4.6M 2024-01-30 $48.84

🏢 Other funds also holding AVSC

As of 2026 Q1 — sorted by position size

Wealth Management Nebraska 12.19% Kilner Capital Advisors, LLC 11.7% Cornerstone Wealth Partners, LLC 11.54% Mason Investment Advisory Services, Inc. 10.32% Shore Point Advisors, LLC 3Y 7.43% Elwood & Goetz Wealth Advisory Group, LLC 3Y 7Y 7.24% RETIREMENT FINANCIAL SOLUTIONS, LLC 3Y 6.71% Three Arch Wealth Management LLC 5.26% Ridgeline Wealth, LLC 3.23% Choice Wealth Advisors LLC 3Y 3.17%

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

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 AVSC?

B&D White Capital Company, LLC reported AVSC across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for AVSC was 1.41% in 2023 Q4.

What is the latest reported AVSC position on this page?

The most recent filing on this page is 2026 Q1, when B&D White Capital Company, LLC reported 140,853 shares, equal to 1.08% of portfolio, with an estimated market value of $8.8M.

What does the chart on this AVSC ownership page compare?

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

Based on 13F filing dates vs. subsequent AVSC price moves, B&D White Capital Company, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on AVSC relative to SPY over the holding period was -14.3%.

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