SC&H Financial Advisors, Inc. AVUS — AMERICAN CENTY ETF TR

Ownership history in SC&H Financial Advisors, Inc.  ·  18 quarters on record

AI Ownership Summary

SC&H Financial Advisors, Inc. reported AMERICAN CENTY ETF TR (AVUS) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 12.36% in 2024 Q4. The latest visible filing shows AVUS at 10.66% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SC&H Financial Advisors, Inc.'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 Q1

AVUS was reported at 10.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.36% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 SC&H Financial Advisors, Inc. fund profile SC&H Financial Advisors, Inc. full holdings
How SC&H Financial Advisors, Inc. 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 635,792 +7,994 +1.3% 10.66% $70.7M 2026-04-23 $120.54
2025 Q4 REDUCED — — — 627,798 -10,135 -1.6% 10.86% $70.2M 2026-01-21 $114.39
2025 Q3 REDUCED 5.6% +4.2% ❌ 637,933 -37,551 -5.6% 11.31% $69.3M 2025-10-21 $108.63
2025 Q2 ADDED — — — 675,484 +37,908 +5.9% 11.63% $68.1M 2025-07-17 $101.70
2025 Q1 ADDED — — — 637,576 +20,307 +3.3% 11.59% $58.9M 2025-04-23 $87.08
2024 Q4 ADDED — — — 617,269 +30,140 +5.1% 12.36% $59.8M 2025-01-28 $99.25
2024 Q3 ADDED — — — 587,129 +36,209 +6.6% 12.20% $55.9M 2024-10-25 $94.08
2024 Q2 ADDED — — — 550,920 +44,023 +8.7% 12.18% $49.7M 2024-08-02 $86.84
2024 Q1 ADDED — — — 506,897 +34,433 +7.3% 11.81% $45.4M 2024-05-02 $83.92
2023 Q4 ADDED — — — 472,464 +29,274 +6.6% 11.11% $38.5M 2024-02-01 $80.56
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVUS

As of 2026 Q1 — sorted by position size

Oak Root LLC 39.4% ACCREDITED INVESTOR SERVICES, LLC 36.87% Sensenig Capital Advisors, Inc 27.22% WMG Financial Advisors, LLC 3Y 23.26% McLean Asset Management Corp 3Y 14.42% Oak Wealth Advisors LLC 13.65% Quantum Financial Advisors, LLC 3Y 10.95% Hutchens & Kramer Investment Management Group, LLC 3Y 10.53% Madrid Wealth Management, LLC 10.28% Highland Financial Advisors, LLC 3Y 9.84%

FAQ About SC&H Financial Advisors, Inc. and AVUS

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

How long has SC&H Financial Advisors, Inc. reported owning AVUS?

SC&H Financial Advisors, Inc. reported AVUS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AVUS position in SC&H Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for AVUS was 12.36% in 2024 Q4.

What is the latest reported AVUS position on this page?

The most recent filing on this page is 2026 Q1, when SC&H Financial Advisors, Inc. reported 635,792 shares, equal to 10.66% of portfolio, with an estimated market value of $70.7M.

What does the chart on this AVUS ownership page compare?

The chart compares SC&H Financial Advisors, Inc.'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 SC&H Financial Advisors, Inc. time their AVUS position?

Based on 13F filing dates vs. subsequent AVUS price moves, SC&H Financial Advisors, Inc. correctly timed 10 out of 17 reported position changes (59%). The annualised alpha on AVUS relative to SPY over the holding period was -0.3%.

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