AVLC — AMERICAN CENTY ETF TR

Ownership history in Simplicity Wealth,LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in AMERICAN CENTY ETF TR (AVLC). 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
2.12% (2025 Q2)
Avg. % of fund
1.79%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 374,075 +17,867 +5.0% 1.75% $29.4M $78.47
2025 Q3 REDUCED 356,208 -360,966 -50.3% 1.58% $27.3M $76.15
2025 Q2 ADDED 717,174 +378,662 +111.9% 2.12% $50.9M $70.58
2025 Q1 INITIATED 338,512 — — 1.69% $21.7M $63.60
% of Fund (quarterly)    AVLC price (monthly, adj. close)

Other funds also holding AVLC

As of 2025 Q4 — sorted by position size

Ridgeline Wealth, LLC 24.22% Oak Root LLC 23.16% Buttonwood Financial Group, LLC 3Y 14.89% Cypress Point Wealth Management, LLC 3Y 7.86% Pacific Life Fund Advisors LLC 3Y 6.75% ARCADIA INVESTMENT ADVISORS LLC 5.16% Mendota Financial Group, LLC 3Y 4.23% Dogwood Wealth Management LLC 3.92% Well Done, LLC 3Y 7Y 3.5% Prosperity Planning, Inc. 3Y 2.69%
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