RCS Financial Planning, LLC AVUS — AMERICAN CENTY ETF TR

Ownership history in RCS Financial Planning, LLC  ·  7 quarters on record

AI Ownership Summary

RCS Financial Planning, LLC reported AMERICAN CENTY ETF TR (AVUS) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.36% in 2025 Q1. The latest visible filing shows AVUS at 0.35% 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 AVUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RCS Financial 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

AVUS was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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.

AVUS stock page RCS Financial Planning, LLC fund profile RCS Financial Planning, LLC full holdings
How RCS Financial Planning, LLC held AVUS — position size vs. price
% of Fund (quarterly)    AVUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 5,019 -2 -0.0% 0.35% $643K 2026-10-14 $129.25
2026 Q2 REDUCED — — — 5,021 -10 -0.2% 0.30% $643K 2026-07-22 $127.77
2026 Q1 ADDED — — — 5,031 +2,348 +87.5% 0.29% $559K 2026-04-21 $119.15
2025 Q4 ADDED — — — 2,683 +102 +4.0% 0.13% $300K 2026-01-15 $114.32
2025 Q3 UNCHANGED — — — 2,581 — 0% 0.12% $281K 2025-11-05 $108.79
2025 Q2 REDUCED 65.4% +7.9% ❌ 2,581 -4,870 -65.4% 0.13% $260K 2025-07-28 $102.85
2025 Q1 INITIATED — — — 7,451 — — 0.36% $688K 2025-04-25 $88.77

🏢 Other funds also holding AVUS

As of 2026 Q3 — sorted by position size

Oak Root LLC 41.03% Great Point Wealth Advisors, LLC 3Y 7Y 24.92% Align Financial, LLC 21.01% Signature Resources Capital Management, LLC 18.48% Hutchens & Kramer Investment Management Group, LLC 3Y 14.28% SC&H Financial Advisors, Inc. 3Y 11.58% Holcombe Financial, Inc. 9.87% Highland Financial Advisors, LLC 3Y 8.92% TRAPHAGEN INVESTMENT ADVISORS LLC 8.22% 3 FACTOR INDEXING, LLC 8.1%

FAQ About RCS Financial Planning, LLC and AVUS

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

How long has RCS Financial Planning, LLC reported owning AVUS?

RCS Financial Planning, LLC reported AVUS across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported AVUS position in RCS Financial Planning, LLC's portfolio?

The largest reported portfolio weight for AVUS was 0.36% in 2025 Q1.

What is the latest reported AVUS position on this page?

The most recent filing on this page is 2026 Q3, when RCS Financial Planning, LLC reported 5,019 shares, equal to 0.35% of portfolio, with an estimated market value of $643K.

What does the chart on this AVUS ownership page compare?

The chart compares RCS Financial Planning, LLC's quarterly AVUS 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.

How well did RCS Financial Planning, LLC time their AVUS position?

Based on 13F filing dates vs. subsequent AVUS price moves, RCS Financial Planning, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on AVUS relative to SPY over the holding period was +1.7%.

← Back to RCS Financial Planning, LLC Holdings