AVUS β€” AMERICAN CENTY ETF TR

Ownership history in McLean Asset Management Corp  Β·  15 quarters on record

AI Ownership Summary

McLean Asset Management Corp reported AMERICAN CENTY ETF TR (AVUS) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 13.9% in 2025 Q4. The latest visible filing shows AVUS at 13.90% 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 AVUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McLean Asset Management Corp'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

AVUS was reported at 13.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.9% in 2025 Q4

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.

How McLean Asset Management Corp held AVUS β€” position size vs. price
% of Fund (quarterly)    AVUS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 677,180 +198,895 +41.6% 13.90% $77.6M 2026-02-14 (Est.) $115.73
2025 Q3 ADDED 478,285 +325,942 +214.0% 10.78% $52.3M 2025-10-07 $108.34
2025 Q2 ADDED 152,343 +8,975 +6.3% 4.07% $15.5M 2025-07-03 $101.75
2025 Q1 ADDED 143,368 +18,846 +15.1% 3.85% $11.7M 2025-04-09 $88.13
2024 Q4 ADDED 124,522 +11,412 +10.1% 3.62% $12.1M 2025-01-22 $99.60
2024 Q3 ADDED 113,110 +13,616 +13.7% 3.25% $10.8M 2024-10-07 $92.87
2024 Q2 ADDED 99,494 +10,587 +11.9% 2.96% $9.2M 2024-07-12 $90.85
2024 Q1 ADDED 88,907 +3,315 +3.9% 2.70% $7.9M 2024-04-10 $85.56
2023 Q4 ADDED 85,592 +8,931 +11.6% 2.57% $6.9M 2024-01-08 $78.96
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About McLean Asset Management Corp and AVUS

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

How long has McLean Asset Management Corp reported owning AVUS?

McLean Asset Management Corp reported AVUS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVUS position in McLean Asset Management Corp's portfolio?

The largest reported portfolio weight for AVUS was 13.90% in 2025 Q4.

What is the latest reported AVUS position on this page?

The most recent filing on this page is 2025 Q4, when McLean Asset Management Corp reported 677,180 shares, equal to 13.90% of portfolio, with an estimated market value of $77.6M.

What does the chart on this AVUS ownership page compare?

The chart compares McLean Asset Management Corp's quarterly AVUS 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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