AVUV β€” AMERICAN CENTY ETF TR

Ownership history in DEFINE FINANCIAL, LLC  Β·  6 quarters on record

AI Ownership Summary

DEFINE FINANCIAL, LLC reported AMERICAN CENTY ETF TR (AVUV) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 14.92% in 2026 Q1. The latest visible filing shows AVUV at 14.92% 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 AVUV ownership page tells you

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

AVUV was reported at 14.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.92% 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 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.

How DEFINE FINANCIAL, LLC held AVUV β€” position size vs. price
% of Fund (quarterly)    AVUV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 248,904 +1,227 +0.5% 14.92% $27.5M 2026-04-15 $115.13
2025 Q4 ADDED 247,677 +8,854 +3.7% 14.32% $25.3M 2026-01-13 $106.77
2025 Q3 ADDED 238,823 +4,877 +2.1% 14.26% $23.8M 2025-10-16 $96.49
2025 Q2 ADDED 233,946 +10,251 +4.6% 14.04% $21.3M 2025-07-15 $91.89
2025 Q1 ADDED 223,695 +18,890 +9.2% 13.46% $17.7M 2025-04-15 $78.31
2024 Q4 INITIATED 204,805 β€” β€” 14.92% $19.8M 2025-01-14 $95.48

FAQ About DEFINE FINANCIAL, LLC and AVUV

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

How long has DEFINE FINANCIAL, LLC reported owning AVUV?

DEFINE FINANCIAL, LLC reported AVUV across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AVUV position in DEFINE FINANCIAL, LLC's portfolio?

The largest reported portfolio weight for AVUV was 14.92% in 2026 Q1.

What is the latest reported AVUV position on this page?

The most recent filing on this page is 2026 Q1, when DEFINE FINANCIAL, LLC reported 248,904 shares, equal to 14.92% of portfolio, with an estimated market value of $27.5M.

What does the chart on this AVUV ownership page compare?

The chart compares DEFINE FINANCIAL, LLC's quarterly AVUV 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.

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