Higgins & Schmidt Wealth Strategies LLC AVEM — AMERICAN CENTY ETF TR

Ownership history in Higgins & Schmidt Wealth Strategies LLC  ·  6 quarters on record

AI Ownership Summary

Higgins & Schmidt Wealth Strategies LLC reported AMERICAN CENTY ETF TR (AVEM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 5.45% in 2026 Q1. The latest visible filing shows AVEM at 5.45% 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 AVEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Higgins & Schmidt Wealth 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 Q1

AVEM was reported at 5.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.45% 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.

AVEM stock page Higgins & Schmidt Wealth Strategies LLC fund profile Higgins & Schmidt Wealth Strategies LLC full holdings
How Higgins & Schmidt Wealth Strategies LLC held AVEM — position size vs. price
% of Fund (quarterly)    AVEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 148,030 +5,827 +4.1% 5.45% $11.9M 2026-04-20 $89.24
2025 Q4 ADDED — — — 142,203 +8,822 +6.6% 5.19% $11.0M 2026-01-29 $84.85
2025 Q3 ADDED — — — 133,381 +3,554 +2.7% 5.06% $10.0M 2025-10-15 $74.59
2025 Q2 REDUCED 7.9% +9.1% ❌ 129,827 -11,104 -7.9% 4.93% $8.9M 2025-07-03 $68.31
2025 Q1 ADDED — — — 140,931 +15,803 +12.6% 5.01% $8.5M 2025-04-21 $56.56
2024 Q4 INITIATED — — — 125,128 — — 4.59% $7.4M 2025-03-25 $60.08

🏢 Other funds also holding AVEM

As of 2026 Q1 — sorted by position size

Buttonwood Financial Group, LLC 3Y 12.35% Oak Root LLC 10.57% ACT Advisors, LLC. 3Y 10.55% Morton Brown Family Wealth, LLC 3Y 9.91% Armstrong, Fleming & Moore, Inc 9.0% WJ Interests, LLC 3Y 7.99% Invariant Investment Management 7.82% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 7.03% McLean Asset Management Corp 3Y 6.93% Tarbox Family Office, Inc. 3Y 7Y 6.76%

FAQ About Higgins & Schmidt Wealth Strategies LLC and AVEM

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

How long has Higgins & Schmidt Wealth Strategies LLC reported owning AVEM?

Higgins & Schmidt Wealth Strategies LLC reported AVEM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AVEM position in Higgins & Schmidt Wealth Strategies LLC's portfolio?

The largest reported portfolio weight for AVEM was 5.45% in 2026 Q1.

What is the latest reported AVEM position on this page?

The most recent filing on this page is 2026 Q1, when Higgins & Schmidt Wealth Strategies LLC reported 148,030 shares, equal to 5.45% of portfolio, with an estimated market value of $11.9M.

What does the chart on this AVEM ownership page compare?

The chart compares Higgins & Schmidt Wealth Strategies LLC's quarterly AVEM 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 Higgins & Schmidt Wealth Strategies LLC time their AVEM position?

Based on 13F filing dates vs. subsequent AVEM price moves, Higgins & Schmidt Wealth Strategies LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on AVEM relative to SPY over the holding period was +17.9%.

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