AVUS β€” AMERICAN CENTY ETF TR

Ownership history in SwitchPoint Financial Planning, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which SwitchPoint Financial Planning, LLC reported a position in AMERICAN CENTY ETF TR (AVUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.58% (2025 Q2)
πŸ“Š Avg. % of fund
1.47%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

SwitchPoint Financial Planning, LLC Γ— AVUS AI Analytics

πŸ“ˆ SwitchPoint Financial Planning, LLC outperformed the S&P 500 by +0.9% annually on this AVUS position. Average cost basis: $100.06. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+0.9%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
2 quarters analyzed

πŸ’° Entry Quality
$100.06
+11.5% vs current ($111.54)

Best entry: $100.06 (2025 Q2)  Β·  Worst: $100.06 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

1 add Β· 1 trim. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.41% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    AVUS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 17,977 β€” 0% 1.41% $2.0M $111.54
2025 Q3 REDUCED 17,977 -1,169 -6.1% 1.42% $2.0M $108.15
2025 Q2 INITIATED 19,146 β€” β€” 1.58% $1.9M $100.06

🏒 Other funds also holding AVUS

As of 2025 Q4 β€” sorted by position size

Oak Root LLC 39.27% BCR Wealth Strategies, LLC 3Y 25.24% WMG Financial Advisors, LLC 3Y 23.12% Great Point Wealth Advisors, LLC 3Y 7Y 22.9% Align Financial, LLC 20.88% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 17.17% Quantum Financial Advisors, LLC 3Y 15.48% Signature Resources Capital Management, LLC 15.35% McLean Asset Management Corp 3Y 13.9% Trace Wealth Advisors, LLC 13.28%
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