Clarity Asset Management, Inc. AVUS — AMERICAN CENTY ETF TR

Ownership history in Clarity Asset Management, Inc.  ·  9 quarters on record

AI Ownership Summary

Clarity Asset Management, Inc. reported AMERICAN CENTY ETF TR (AVUS) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.32% in 2025 Q3. The latest visible filing shows AVUS at 0.32% 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 AVUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clarity Asset Management, Inc.'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
2025 Q4

AVUS was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q3

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 2025 Q4

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.

AVUS stock page Clarity Asset Management, Inc. fund profile Clarity Asset Management, Inc. full holdings
How Clarity Asset Management, Inc. held AVUS — position size vs. price
% of Fund (quarterly)    AVUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 5,140 -146 -2.8% 0.32% $575K 2026-02-14 (Est.) $115.73
2025 Q3 ADDED — — — 5,286 +1,350 +34.3% 0.32% $575K 2025-10-27 $110.61
2025 Q2 REDUCED 7.3% +7.9% ❌ 3,936 -309 -7.3% 0.24% $397K 2025-08-14 $104.62
2025 Q1 ADDED — — — 4,245 +2,085 +96.5% 0.25% $392K 2025-05-14 $95.60
2024 Q4 ADDED — — — 2,160 +11 +0.5% 0.14% $209K 2025-02-14 $99.68
2024 Q3 ADDED — — — 2,149 +197 +10.1% 0.14% $204K 2024-11-15 $96.67
2024 Q2 REDUCED — — — 1,952 -28 -1.4% 0.12% $176K 2024-08-15 $89.75
2024 Q1 ADDED — — — 1,980 +333 +20.2% 0.12% $177K 2024-05-15 $87.82
2023 Q4 INITIATED — — — 1,647 — — 0.11% $134K 2024-02-16 $82.38

🏢 Other funds also holding AVUS

As of 2026 Q1 — sorted by position size

Oak Root LLC 39.4% ACCREDITED INVESTOR SERVICES, LLC 36.87% Sensenig Capital Advisors, Inc 27.22% BCR Wealth Strategies, LLC 3Y 24.36% Great Point Wealth Advisors, LLC 3Y 7Y 23.5% WMG Financial Advisors, LLC 3Y 23.26% Financial Plan, Inc. 16.61% Signature Resources Capital Management, LLC 16.36% McLean Asset Management Corp 3Y 14.42% Oak Wealth Advisors LLC 13.65%

FAQ About Clarity Asset Management, Inc. and AVUS

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

How long has Clarity Asset Management, Inc. reported owning AVUS?

Clarity Asset Management, Inc. reported AVUS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVUS position in Clarity Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for AVUS was 0.32% in 2025 Q3.

What is the latest reported AVUS position on this page?

The most recent filing on this page is 2025 Q4, when Clarity Asset Management, Inc. reported 5,140 shares, equal to 0.32% of portfolio, with an estimated market value of $575K.

What does the chart on this AVUS ownership page compare?

The chart compares Clarity Asset Management, Inc.'s quarterly AVUS 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 Clarity Asset Management, Inc. time their AVUS position?

Based on 13F filing dates vs. subsequent AVUS price moves, Clarity Asset Management, Inc. correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on AVUS relative to SPY over the holding period was +0.2%.

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