JACKSON THORNTON WEALTH MANAGEMENT, LLC AVUV — AMERICAN CENTY ETF TR

Ownership history in JACKSON THORNTON WEALTH MANAGEMENT, LLC  ·  17 quarters on record

AI Ownership Summary

JACKSON THORNTON WEALTH MANAGEMENT, LLC reported AMERICAN CENTY ETF TR (AVUV) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.77% in 2025 Q2. The latest visible filing shows AVUV at 0.57% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVUV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JACKSON THORNTON WEALTH MANAGEMENT, 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
2025 Q4

AVUV was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2025 Q2

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.

AVUV stock page JACKSON THORNTON WEALTH MANAGEMENT, LLC fund profile JACKSON THORNTON WEALTH MANAGEMENT, LLC full holdings
How JACKSON THORNTON WEALTH MANAGEMENT, LLC held AVUV — position size vs. price
% of Fund (quarterly)    AVUV 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 ADDED — — — 57,125 +192 +0.3% 0.57% $6.1M 2026-02-14 (Est.) $114.60
2025 Q3 REDUCED 19.4% +4.0% ❌ 56,933 -13,735 -19.4% 0.58% $5.7M 2025-10-29 $97.68
2025 Q2 ADDED — — — 70,668 +10,109 +16.7% 0.77% $6.7M 2025-07-30 $92.42
2025 Q1 ADDED — — — 60,559 +40,082 +195.7% 0.65% $4.9M 2025-04-29 $82.27
2024 Q4 ADDED — — — 20,477 +20 +0.1% 0.25% $2.0M 2025-02-11 $95.99
2024 Q3 UNCHANGED — — — 20,457 — 0% 0.26% $2.0M 2024-11-13 $100.16
2024 Q2 ADDED — — — 20,457 +67 +0.3% 0.28% $1.8M 2024-08-14 $87.80
2024 Q1 UNCHANGED — — — 20,390 — 0% 0.32% $1.9M 2024-05-15 $90.77
2023 Q4 REDUCED — — — 20,390 -13 -0.1% 0.34% $1.8M 2024-02-14 $84.50
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVUV

As of 2026 Q1 — sorted by position size

QUARRY HILL ADVISORS, LLC 3Y 20.07% Sherrill & Hutchins Financial Advisory, Inc 19.97% DEFINE FINANCIAL, LLC 14.92% PW ADVISORS, LLC \ FL 13.73% WMG Financial Advisors, LLC 3Y 13.33% EAGLE WEALTH STRATEGIES LLC 12.93% STOLZ & ASSOCIATES, PS 12.89% POINCIANA ADVISORS GROUP, LLC 12.45% ENZI WEALTH 3Y 11.93% Meritas Wealth Management, LLC 11.35%

FAQ About JACKSON THORNTON WEALTH MANAGEMENT, 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 JACKSON THORNTON WEALTH MANAGEMENT, LLC reported owning AVUV?

JACKSON THORNTON WEALTH MANAGEMENT, LLC reported AVUV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVUV position in JACKSON THORNTON WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for AVUV was 0.77% in 2025 Q2.

What is the latest reported AVUV position on this page?

The most recent filing on this page is 2025 Q4, when JACKSON THORNTON WEALTH MANAGEMENT, LLC reported 57,125 shares, equal to 0.57% of portfolio, with an estimated market value of $6.1M.

What does the chart on this AVUV ownership page compare?

The chart compares JACKSON THORNTON WEALTH MANAGEMENT, 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.

How well did JACKSON THORNTON WEALTH MANAGEMENT, LLC time their AVUV position?

Based on 13F filing dates vs. subsequent AVUV price moves, JACKSON THORNTON WEALTH MANAGEMENT, LLC correctly timed 4 out of 13 reported position changes (31%). The annualised alpha on AVUV relative to SPY over the holding period was +0.5%.

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