AVLC — 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 (AVLC). 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

25.58% (2024 Q4)

Avg. % of fund

24.35%

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	2,437,157	-235,818	-8.8%	23.16%	$191.6M	$78.47
2025 Q3	REDUCED	2,672,975	-47,645	-1.8%	23.68%	$204.5M	$76.15
2025 Q2	REDUCED	2,720,620	-172,150	-6.0%	23.94%	$193.3M	$70.58
2025 Q1	REDUCED	2,892,770	-15,900	-0.5%	24.89%	$185.7M	$63.60

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

Other funds also holding AVLC

As of 2025 Q4 — sorted by position size

Ridgeline Wealth, LLC 24.22% Buttonwood Financial Group, LLC 3Y 14.89% Cypress Point Wealth Management, LLC 3Y 7.86% Pacific Life Fund Advisors LLC 3Y 6.75% ARCADIA INVESTMENT ADVISORS LLC 5.16% Mendota Financial Group, LLC 3Y 4.23% Dogwood Wealth Management LLC 3.92% Well Done, LLC 3Y 7Y 3.5% Prosperity Planning, Inc. 3Y 2.69% BFI Wealth Solutions, LLC 2.19%

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