AVSC — AMERICAN CENTY ETF TR

Ownership history in Ridgeline Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Ridgeline Wealth, LLC reported a position in AMERICAN CENTY ETF TR (AVSC). 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
2.86% (2025 Q4)
Avg. % of fund
2.77%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 70,186 +4,827 +7.4% 2.86% $4.1M $58.66
2025 Q3 ADDED 65,359 +1,157 +1.8% 2.76% $3.7M $56.99
2025 Q2 INITIATED 64,202 — — 2.70% $3.3M $51.18
% of Fund (quarterly)    AVSC price (monthly, adj. close)

Other funds also holding AVSC

As of 2025 Q4 — sorted by position size

Mason Investment Advisory Services, Inc. 10.06% Elwood & Goetz Wealth Advisory Group, LLC 3Y 7Y 6.58% Wheelhouse Advisory Group LLC 6.27% WEST PACES ADVISORS INC. 2.99% Freedom Investment Management, Inc. 3Y 7Y 2.84% CAP Partners, LLC 2.12% Mendota Financial Group, LLC 3Y 2.01% PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1.98% Dogwood Wealth Management LLC 1.74% WEBSTERROGERS FINANCIAL ADVISORS, LLC 3Y 1.62%
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