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Avant Capital

Latest statistics and disclosures from Avant Capital's latest quarterly 13F-HR filing:

Top 5 stock holdings are DGRW, SCHD, VTV, USMV, SCHV, and represent 27.37% of Avant Capital's stock portfolio.
Added to shares of these 10 stocks: TSLA, CGUS, COST, CGDV, ONEV, DGRO, VOO, AAPL, VV, AMZN.
Started 2 new stock positions in CGUS, COST.
Reduced shares in these 10 stocks: NOBL, MTUM, , DGRS, USMV, , SCHD, BRK.B, , DLN.
Sold out of its positions in BRK.B, MA, VONV, AIVL, DGRS.
Avant Capital was a net seller of stock by $-2.9M.
Avant Capital has $142M in assets under management (AUM), dropping by -2.36%.
Central Index Key (CIK): 0001653443

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Positions held by Avant Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Avant Capital

Avant Capital holds 76 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW)	6.9	$9.8M		112k	87.84	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.3	$9.0M	-2%	294k	30.68	View chart
Vanguard Index Fds Value Etf (VTV)	5.0	$7.1M		36k	196.20	View chart
Ishares Tr Msci Usa Min Vol (USMV)	4.7	$6.7M	-3%	72k	92.74	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.4	$6.3M		207k	30.50	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	4.4	$6.3M		226k	27.85	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	4.0	$5.7M	-3%	24k	239.99	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.9	$5.6M	-2%	29k	191.81	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	3.7	$5.2M		26k	203.79	View chart
Vanguard World Mega Cap Val Etf (MGV)	3.6	$5.1M	-2%	35k	144.95	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.3	$4.7M		187k	25.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.0	$4.3M	-2%	13k	320.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.9	$4.1M	-3%	19k	215.06	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	2.7	$3.8M	-2%	44k	86.41	View chart
Tesla Motors (TSLA)	2.6	$3.6M	+10%	9.8k	371.73	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	2.5	$3.5M	-8%	33k	106.01	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	2.4	$3.4M	-5%	38k	89.33	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.1	$3.0M	-5%	16k	184.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.0	$2.8M		97k	29.13	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	1.9	$2.7M	-2%	31k	86.36	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.6	$2.3M	-3%	31k	73.14	View chart
Vanguard World Mega Grwth Ind (MGK)	1.5	$2.2M		6.0k	367.46	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	1.4	$2.0M		36k	55.67	View chart
Exxon Mobil Corporation (XOM)	1.3	$1.9M		11k	169.65	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$1.8M	-6%	4.1k	436.84	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.2	$1.7M	-3%	66k	25.64	View chart
NVIDIA Corporation (NVDA)	1.1	$1.5M		8.8k	174.41	View chart
Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA)	1.0	$1.4M		16k	86.15	View chart
Spdr Series Trust State Street Spd (ONEV)	0.9	$1.3M	+5%	9.8k	134.16	View chart
Apple (AAPL)	0.9	$1.2M	+4%	4.9k	253.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$1.2M	-8%	6.0k	191.93	View chart
Ishares Tr Msci Usa Value (VLUE)	0.7	$998k	-5%	7.0k	142.19	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.7	$947k	-2%	30k	31.33	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.7	$931k	+2%	9.8k	94.73	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.6	$914k	+19%	22k	42.54	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.6	$857k	-4%	6.6k	130.20	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.6	$788k	+3%	29k	27.20	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.5	$728k	-4%	13k	54.55	View chart
Amazon (AMZN)	0.5	$707k	+4%	3.4k	208.28	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$674k	+7%	2.3k	298.83	View chart
Chevron Corporation (CVX)	0.5	$663k	+2%	3.2k	206.92	View chart
Shell Spon Ads (SHEL)	0.4	$628k		6.7k	93.00	View chart
Microsoft Corporation (MSFT)	0.4	$614k	-3%	1.7k	370.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$599k	-15%	2.8k	217.23	View chart
Spdr Series Trust State Street Spd (LGLV)	0.4	$585k		3.3k	178.11	View chart
Spdr Series Trust State Street Spd (QUS)	0.4	$569k		3.3k	171.65	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.4	$510k		6.5k	78.27	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.4	$506k		8.0k	62.97	View chart
O'reilly Automotive (ORLY)	0.4	$504k		5.5k	92.31	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$490k	+16%	7.0k	70.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$439k	+15%	734.00	597.84	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.3	$436k		3.8k	115.24	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$435k		1.8k	236.37	View chart
Palantir Technologies Cl A (PLTR)	0.3	$423k	-7%	2.9k	146.28	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.3	$393k	-6%	3.4k	115.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$391k		678.00	576.80	View chart
Canadian Natural Resources (CNQ)	0.3	$390k		8.0k	48.73	View chart
Spdr Series Trust State Street Spd (MDYV)	0.3	$371k	-4%	4.4k	85.16	View chart
Uber Technologies (UBER)	0.2	$354k		4.9k	71.93	View chart
Occidental Petroleum Corporation (OXY)	0.2	$326k		5.0k	65.00	View chart
Spdr Series Trust State Street Spd (VLU)	0.2	$307k		1.4k	214.98	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$300k	-8%	2.7k	109.67	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$299k	+5%	1.0k	286.98	View chart
Wal-Mart Stores (WMT)	0.2	$288k		2.3k	124.28	View chart
Deere & Company (DE)	0.2	$275k		488.00	563.25	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$271k		2.2k	125.46	View chart
JPMorgan Chase & Co. (JPM)	0.2	$270k		919.00	294.11	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$264k		2.8k	94.58	View chart
Vanguard Wellington Us Momentum (VFMO)	0.2	$252k		1.3k	197.10	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$223k	NEW	5.8k	38.42	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.2	$221k	-12%	4.7k	47.20	View chart
Costco Wholesale Corporation (COST)	0.1	$211k	NEW	212.00	994.98	View chart
Hancock Holding Company (HWC)	0.1	$209k		3.3k	63.59	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$207k	-16%	1.9k	109.21	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$206k	-14%	3.9k	52.54	View chart
Transocean Registered Shs (RIG)	0.1	$100k		15k	6.63	View chart

Past Filings by Avant Capital

SEC 13F filings are viewable for Avant Capital going back to 2022

Avant Capital 2026 Q1 filed May 12, 2026
Avant Capital 2025 Q4 filed Feb. 13, 2026
Avant Capital 2025 Q3 filed Nov. 10, 2025
Avant Capital 2025 Q2 filed Aug. 14, 2025
Avant Capital 2025 Q1 filed May 12, 2025
Avant Capital 2024 Q4 filed Feb. 11, 2025
Avant Capital 2023 Q3 filed Nov. 7, 2023
Avant Capital 2023 Q2 filed Aug. 11, 2023
Avant Capital 2023 Q1 filed May 12, 2023
Avant Capital 2022 Q4 filed Feb. 14, 2023
Avant Capital 2022 Q3 filed Nov. 14, 2022
Avant Capital 2022 Q2 filed Aug. 15, 2022
Avant Capital 2021 Q4 filed May 16, 2022
Avant Capital 2022 Q1 filed May 16, 2022

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