AVDE — AMERICAN CENTY ETF TR

Ownership history in Oak Root LLC · 8 quarters on record

This page tracks every 13F SEC filing in which Oak Root 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 — sourced directly from SEC EDGAR 13F filings.

Peak position

14.2% (2025 Q4)

Avg. % of fund

13.4%

First filed

2024 Q1

Last filed

2025 Q4

Quarters held

8

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	1,427,068	-87,231	-5.8%	14.20%	$117.5M	$82.23
2025 Q3	UNCHANGED	1,514,299	—	0%	13.84%	$119.5M	$77.91
2025 Q2	REDUCED	1,514,299	-8,782	-0.6%	13.88%	$112.1M	$73.08
2025 Q1	ADDED	1,523,081	+6,710	+0.4%	13.53%	$100.9M	$64.32

% of Fund (quarterly) AVDE price (monthly, adj. close)

Other funds also holding AVDE

As of 2025 Q4 — sorted by position size

Rockwood Wealth Management, LLC 18.02% 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% Align Financial, LLC 7.87%

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