AVDE β€” AMERICAN CENTY ETF TR

Ownership history in JSF Financial, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which JSF Financial, LLC reported a position in AMERICAN CENTY ETF TR (AVDE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
6.58% (2025 Q3)
πŸ“Š Avg. % of fund
6.46%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
2
% of Fund (quarterly)    AVDE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 371,550 -4,192 -1.1% 6.34% $30.6M $82.23
2025 Q3 INITIATED 375,742 β€” β€” 6.58% $29.6M $77.91

🏒 Other funds also holding AVDE

As of 2025 Q4 β€” sorted by position size

Rockwood Wealth Management, LLC 18.02% Oak Root LLC 14.2% Yardley Wealth Management LLC 13.14% Echo Wealth Management, LLC 3Y 12.62% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 10.34% GRAND WEALTH MANAGEMENT, LLC 3Y 10.16% ACT Advisors, LLC. 3Y 10.1% BCR Wealth Strategies, LLC 3Y 9.32% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 8.8% Trellis Wealth Advisors LLC 8.1%
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