Lodestone Wealth Management »

American Centy Etf Tr Us Sml Cp Valu shares owned by Lodestone Wealth Management

Quarter-by-quarter ownership of American Centy Etf Tr Us Sml Cp Valu (AVUV) shares owned by Lodestone Wealth Management from 13F filings

Historical chart of Lodestone Wealth Management investment in American Centy Etf Tr Us Sml Cp Valu

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr Us Sml Cp Valu held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Centy Etf Tr Us Sml Cp Valu by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $85k 766 110.40
2025-12-31 $43k 418 101.86

More positions owned by Lodestone Wealth Management

Capital Group Core Plus Income Etf Etf (CGCP)
Apple Stock (AAPL)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Capital Group Short Duration Income Etf Etf (CGSD)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Capital Group Dividend Value Etf Etf (CGDV)
Microsoft Corp Stock (MSFT)
Amgen Stock (AMGN)
Nvidia Corporation Stock (NVDA)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Vanguard Value Etf Etf (VTV)
Capital Group International Focus Equity Etf Etf (CGXU)
Jpmorgan Chase & Co Stock (JPM)
Merck & Co Stock (MRK)
Vanguard Ftse Developed Markets Etf Etf (VEA)

View all positions for Lodestone Wealth Management

Top funds holding American Centy Etf Tr Us Sml Cp Valu

Creative Planning
Colony
LPL Financial
Morgan Stanley
Truepoint
Mason Investment Advisory Services
Bank of America Corporation
Envestnet Asset Management
Buckingham Strategic Partners
Ameriprise Financial
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Plan
UBS Group
HighTower Advisors

View all funds holding American Centy Etf Tr Us Sml Cp Valu