Pearl Planning LLC AVSD — AMERICAN CENTY ETF TR

Ownership history in Pearl Planning LLC  ·  2 quarters on record

AI Ownership Summary

Pearl Planning LLC reported AMERICAN CENTY ETF TR (AVSD) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 0.11% in 2026 Q2. The latest visible filing shows AVSD at 0.10% 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 AVSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pearl Planning LLC'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
2026 Q3

AVSD was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q3

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.

AVSD stock page Pearl Planning LLC fund profile Pearl Planning LLC full holdings
How Pearl Planning LLC held AVSD — position size vs. price
% of Fund (quarterly)    AVSD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 2,986 — 0% 0.10% $238K 2026-10-13 $79.14
2026 Q2 INITIATED — — — 2,986 — — 0.11% $239K 2026-07-21 $79.79

🏢 Other funds also holding AVSD

As of 2026 Q3 — sorted by position size

Clarity Asset Management, Inc. 1.71% Northland Capital Management LLC 3Y 0.94% Vestment Financial LLC 0.59% VERUS WEALTH MANAGEMENT, LLC 0.24% Pacific Asset Management, LLC 0.15% Sprinkle Financial Consultants LLC 0.12% True Wealth Design, LLC 3Y 0.05% Dynamic Advisor Solutions LLC 3Y 7Y 0.02% ELEVATION WEALTH PARTNERS, LLC 3Y 0.01% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About Pearl Planning LLC and AVSD

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

How long has Pearl Planning LLC reported owning AVSD?

Pearl Planning LLC reported AVSD across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported AVSD position in Pearl Planning LLC's portfolio?

The largest reported portfolio weight for AVSD was 0.11% in 2026 Q2.

What is the latest reported AVSD position on this page?

The most recent filing on this page is 2026 Q3, when Pearl Planning LLC reported 2,986 shares, equal to 0.10% of portfolio, with an estimated market value of $238K.

What does the chart on this AVSD ownership page compare?

The chart compares Pearl Planning LLC's quarterly AVSD 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.

← Back to Pearl Planning LLC Holdings