Westwood Wealth Management AVDS β€” AMERICAN CENTY ETF TR

Ownership history in Westwood Wealth Management  Β·  1 quarter on record

AI Ownership Summary

Westwood Wealth Management reported AMERICAN CENTY ETF TR (AVDS) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.18% in 2025 Q4. The latest visible filing shows AVDS at 0.18% 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.

What this AVDS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Westwood Wealth Management'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

AVDS was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 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 Westwood Wealth Management held AVDS β€” position size vs. price
% of Fund (quarterly)    AVDS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 3,477 β€” β€” 0.18% $243K 2026-02-14 (Est.) $77.82

FAQ About Westwood Wealth Management and AVDS

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

How long has Westwood Wealth Management reported owning AVDS?

Westwood Wealth Management reported AVDS across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported AVDS position in Westwood Wealth Management's portfolio?

The largest reported portfolio weight for AVDS was 0.18% in 2025 Q4.

What is the latest reported AVDS position on this page?

The most recent filing on this page is 2025 Q4, when Westwood Wealth Management reported 3,477 shares, equal to 0.18% of portfolio, with an estimated market value of $243K.

What does the chart on this AVDS ownership page compare?

The chart compares Westwood Wealth Management's quarterly AVDS 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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