AVUS — 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 (AVUS). 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

39.27% (2025 Q4)

Avg. % of fund

37.65%

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	2,905,949	-126,756	-4.2%	39.27%	$324.8M	$111.54
2025 Q3	UNCHANGED	3,032,705	—	0%	38.18%	$329.7M	$108.15
2025 Q2	REDUCED	3,032,705	-17,022	-0.6%	37.87%	$305.8M	$100.06
2025 Q1	ADDED	3,049,727	+13,125	+0.4%	37.76%	$281.7M	$91.39

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

Other funds also holding AVUS

As of 2025 Q4 — sorted by position size

BCR Wealth Strategies, LLC 3Y 25.24% WMG Financial Advisors, LLC 3Y 23.12% Great Point Wealth Advisors, LLC 3Y 7Y 22.9% Align Financial, LLC 20.88% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 17.17% Quantum Financial Advisors, LLC 3Y 15.48% Signature Resources Capital Management, LLC 15.35% McLean Asset Management Corp 3Y 13.9% Trace Wealth Advisors, LLC 13.28% McCartney Wealth Management LLC 12.56%

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