Sherrill & Hutchins Financial Advisory, Inc AVUV — AMERICAN CENTY ETF TR

Ownership history in Sherrill & Hutchins Financial Advisory, Inc  ·  11 quarters on record

AI Ownership Summary

Sherrill & Hutchins Financial Advisory, Inc reported AMERICAN CENTY ETF TR (AVUV) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 26.39% in 2024 Q1. The latest visible filing shows AVUV at 17.22% 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 AVUV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sherrill & Hutchins Financial Advisory, 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 Q2

AVUV was reported at 17.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
26.39% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

AVUV stock page Sherrill & Hutchins Financial Advisory, Inc fund profile Sherrill & Hutchins Financial Advisory, Inc full holdings
How Sherrill & Hutchins Financial Advisory, Inc held AVUV — position size vs. price
% of Fund (quarterly)    AVUV 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 Q2 REDUCED — — — 288,668 -17,449 -5.7% 17.22% $36.0M 2026-07-23 $124.42
2026 Q1 REDUCED — — — 306,117 -6,241 -2.0% 19.97% $33.8M 2026-04-22 $117.35
2025 Q4 ADDED — — — 312,358 +54 +0.0% 22.59% $31.9M 2026-01-12 $105.85
2025 Q3 REDUCED — — — 312,304 -3,630 -1.1% 22.52% $31.1M 2025-10-08 $98.57
2025 Q2 ADDED — — — 315,934 +14,357 +4.8% 22.37% $28.8M 2025-07-11 $93.22
2025 Q1 ADDED — — — 301,577 +7,435 +2.5% 22.41% $26.3M 2025-04-10 $76.17
2024 Q4 REDUCED — — — 294,142 -11,149 -3.7% 25.10% $28.4M 2025-01-14 $94.82
2024 Q3 REDUCED — — — 305,291 -826 -0.3% 25.30% $29.3M 2024-10-07 $92.52
2024 Q2 REDUCED — — — 306,117 -3,183 -1.0% 24.78% $27.5M 2024-07-12 $89.99
2024 Q1 REDUCED — — — 309,300 -4,397 -1.4% 26.39% $29.0M 2024-04-18 $83.59
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVUV

As of 2026 Q2 — sorted by position size

Cornerstone Wealth Partners, LLC 29.47% QUARRY HILL ADVISORS, LLC 3Y 21.36% Meredith Wealth Planning 3Y 17.33% DEFINE FINANCIAL, LLC 15.07% PW ADVISORS, LLC \ FL 14.17% Team Hewins, LLC 3Y 14.04% WMG Financial Advisors, LLC 3Y 13.56% Mason Investment Advisory Services, Inc. 13.4% STOLZ & ASSOCIATES, PS 13.03% Kondo Wealth Advisors, Inc. 13.0%

FAQ About Sherrill & Hutchins Financial Advisory, Inc and AVUV

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

How long has Sherrill & Hutchins Financial Advisory, Inc reported owning AVUV?

Sherrill & Hutchins Financial Advisory, Inc reported AVUV across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AVUV position in Sherrill & Hutchins Financial Advisory, Inc's portfolio?

The largest reported portfolio weight for AVUV was 26.39% in 2024 Q1.

What is the latest reported AVUV position on this page?

The most recent filing on this page is 2026 Q2, when Sherrill & Hutchins Financial Advisory, Inc reported 288,668 shares, equal to 17.22% of portfolio, with an estimated market value of $36.0M.

What does the chart on this AVUV ownership page compare?

The chart compares Sherrill & Hutchins Financial Advisory, Inc's quarterly AVUV 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 Sherrill & Hutchins Financial Advisory, Inc time their AVUV position?

Based on 13F filing dates vs. subsequent AVUV price moves, Sherrill & Hutchins Financial Advisory, Inc correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on AVUV relative to SPY over the holding period was -2.0%.

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