SEC 13F Intelligence

Envision Financial Planning, LLC / AVMC

Envision Financial Planning, LLC’s American Centy Etf Tr Position

Does Envision Financial Planning, LLC own American Centy Etf Tr (AVMC)? Yes — 141.5K shares worth $10M (+3.70% of its 13F portfolio) as of Q1 2026, up from 137.9K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
141.5K
% of Portfolio
+3.70%
Quarters Held
7
currently held

Position History AVMC

Reported value by quarter
Q3 ’24: $6MQ3 ’24Q4 ’24: $6MQ4 ’24Q1 ’25: $8MQ1 ’25Q2 ’25: $8MQ2 ’25Q3 ’25: $9MQ3 ’25Q4 ’25: $10MQ4 ’25Q1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026141.5K$10M+3.70%
Q4 2025137.9K$10M+3.68%
Q3 2025132.2K$9M+3.90%
Q2 2025124.1K$8M+3.84%
Q1 2025133.0K$8M+4.20%
Q4 202494.3K$6M+3.17%
Q3 202493.2K$6M+3.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Envision Financial Planning, LLC’s full portfolio or all institutional holders of AVMC.