AVDV β€” AMERICAN CENTY ETF TR

Ownership history in McMill Wealth Management  Β·  5 quarters on record

AI Ownership Summary

McMill Wealth Management reported AMERICAN CENTY ETF TR (AVDV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 4.82% in 2025 Q2. The latest visible filing shows AVDV at 4.79% 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 AVDV ownership page tells you

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

AVDV was reported at 4.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.82% 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
2024 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 McMill Wealth Management held AVDV β€” position size vs. price
% of Fund (quarterly)    AVDV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 181,411 +880 +0.5% 4.79% $17.0M 2026-02-14 (Est.) $107.53
2025 Q3 REDUCED 180,531 -3,329 -1.8% 4.58% $16.1M 2025-11-07 $87.15
2025 Q2 REDUCED 183,860 -5,253 -2.8% 4.82% $14.6M 2025-08-04 $79.91
2025 Q1 ADDED 189,113 +19,085 +11.2% 4.75% $13.2M 2025-05-09 $71.42
2024 Q4 INITIATED 170,028 β€” β€” 4.48% $11.1M 2025-02-18 $66.65

FAQ About McMill Wealth Management and AVDV

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

How long has McMill Wealth Management reported owning AVDV?

McMill Wealth Management reported AVDV across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported AVDV position in McMill Wealth Management's portfolio?

The largest reported portfolio weight for AVDV was 4.82% in 2025 Q2.

What is the latest reported AVDV position on this page?

The most recent filing on this page is 2025 Q4, when McMill Wealth Management reported 181,411 shares, equal to 4.79% of portfolio, with an estimated market value of $17.0M.

What does the chart on this AVDV ownership page compare?

The chart compares McMill Wealth Management's quarterly AVDV 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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