JDH Wealth Management, LLC AVUV β€” AMERICAN CENTY ETF TR

Ownership history in JDH Wealth Management, LLC  Β·  6 quarters on record

AI Ownership Summary

JDH Wealth Management, LLC reported AMERICAN CENTY ETF TR (AVUV) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.36% in 2026 Q1. The latest visible filing shows AVUV at 2.36% 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 JDH 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
2026 Q1

AVUV was reported at 2.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.36% 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.

AVUV stock page JDH Wealth Management, LLC fund profile JDH Wealth Management, LLC full holdings
How JDH Wealth Management, 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 31,724 -323 -1.0% 2.36% $3.5M 2026-04-16 $115.71
2025 Q4 REDUCED β€” β€” β€” 32,047 -230 -0.7% 2.24% $3.3M 2026-01-05 $104.39
2025 Q3 REDUCED β€” β€” β€” 32,277 -1,337 -4.0% 2.28% $3.2M 2025-10-30 $96.72
2025 Q2 ADDED β€” β€” β€” 33,614 +2,625 +8.5% 2.35% $3.1M 2025-08-01 $89.40
2025 Q1 ADDED β€” β€” β€” 30,989 +7,947 +34.5% 2.32% $2.7M 2025-05-05 $83.53
2024 Q4 INITIATED β€” β€” β€” 23,042 β€” β€” 1.95% $2.2M 2025-01-22 $97.92

🏒 Other funds also holding AVUV

As of 2026 Q1 β€” 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 JDH 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 JDH Wealth Management, LLC reported owning AVUV?

JDH Wealth Management, LLC reported AVUV across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AVUV position in JDH Wealth Management, LLC's portfolio?

The largest reported portfolio weight for AVUV was 2.36% in 2026 Q1.

What is the latest reported AVUV position on this page?

The most recent filing on this page is 2026 Q1, when JDH Wealth Management, LLC reported 31,724 shares, equal to 2.36% of portfolio, with an estimated market value of $3.5M.

What does the chart on this AVUV ownership page compare?

The chart compares JDH 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 JDH Wealth Management, LLC time their AVUV position?

Based on 13F filing dates vs. subsequent AVUV price moves, JDH Wealth Management, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on AVUV relative to SPY over the holding period was +1.6%.

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