AVUV β€” AMERICAN CENTY ETF TR

Ownership history in Wealth Architects, LLC  Β·  24 quarters on record

AI Ownership Summary

Wealth Architects, LLC reported AMERICAN CENTY ETF TR (AVUV) in 24 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.35% in 2024 Q4. The latest visible filing shows AVUV at 2.05% 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 Wealth Architects, LLC'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
2025 Q4

AVUV was reported at 2.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.35% 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 Q3 to 2025 Q4

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.

How Wealth Architects, LLC held AVUV β€” position size vs. price
% of Fund (quarterly)    AVUV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 223,102 +23,410 +11.7% 2.05% $22.8M 2026-02-14 (Est.) $114.60
2025 Q3 ADDED 199,692 +2,258 +1.1% 1.88% $19.9M 2025-11-13 $97.11
2025 Q2 REDUCED 197,434 -4,481 -2.2% 1.83% $18.0M 2025-07-25 $94.13
2025 Q1 REDUCED 201,915 -13,972 -6.5% 0.59% $5.3M 2025-05-12 $88.30
2024 Q4 ADDED 215,887 +12,449 +6.1% 2.35% $20.8M 2025-02-10 $95.62
2024 Q3 ADDED 203,438 +19,421 +10.6% 2.21% $19.5M 2024-10-31 $92.54
2024 Q2 ADDED 184,017 +25,593 +16.2% 2.02% $16.5M 2024-08-08 $88.17
2024 Q1 ADDED 158,424 +13,074 +9.0% 1.96% $14.8M 2024-05-13 $89.58
2023 Q4 ADDED 145,350 +6,848 +4.9% 1.83% $13.1M 2024-02-14 $84.50
2023 Q3 ADDED 138,502 +14,214 +11.4% 1.84% $10.8M 2023-11-09 $71.99
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Wealth Architects, LLC and AVUV

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

How long has Wealth Architects, LLC reported owning AVUV?

Wealth Architects, LLC reported AVUV across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AVUV position in Wealth Architects, LLC's portfolio?

The largest reported portfolio weight for AVUV was 2.35% in 2024 Q4.

What is the latest reported AVUV position on this page?

The most recent filing on this page is 2025 Q4, when Wealth Architects, LLC reported 223,102 shares, equal to 2.05% of portfolio, with an estimated market value of $22.8M.

What does the chart on this AVUV ownership page compare?

The chart compares Wealth Architects, LLC'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.

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