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American Centy Etf Tr Intl Smcp Vlu shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of American Centy Etf Tr Intl Smcp Vlu (AVDV) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in American Centy Etf Tr Intl Smcp Vlu

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr Intl Smcp Vlu held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr Intl Smcp Vlu by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 19k 99.86

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Vanguard World Mega Cap Index (MGC)
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Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
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Apple (AAPL)
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View all positions for Summit Wealth & Retirement Planning

Top funds holding American Centy Etf Tr Intl Smcp Vlu

Jones Financial Companies, L.L
Creative Planning
Savant Capital Management
Colony
Buckingham Strategic Partners
Accredited Investors
Envestnet Asset Management
Mason Investment Advisory Services
Modera Wealth Management
Haverford Trust Company
Pure Financial Advisors
LPL Financial
HPM Partners
CI Private Wealth
Morgan Stanley

View all funds holding American Centy Etf Tr Intl Smcp Vlu