Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Avant Financial Advisors

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

Top 5 stock holdings are VTI, VEA, DFSV, AVEM, MUNI, and represent 34.87% of Avant Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: MUNI, DFSV, BNDX, VTIP, SUB, AVGO, AVEM, STIP, DFGR, SHM.
Started 1 new stock position in AVGO.
Reduced shares in these 10 stocks: MUB, AAPL, DFAC, SCHF, IWV, DISV, META, VWO, DFAT, VSS.
Avant Financial Advisors was a net buyer of stock by $3.6M.
Avant Financial Advisors has $133M in assets under management (AUM), dropping by 9.36%.
Central Index Key (CIK): 0002063243

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Avant Financial Advisors

Avant Financial Advisors holds 65 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	9.9	$13M		40k	328.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.3	$11M		184k	59.92	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	7.8	$10M	+4%	327k	31.84	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.7	$6.3M	+3%	84k	75.11	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	4.1	$5.4M	+155%	103k	52.28	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.0	$5.3M	+2%	59k	89.03	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	3.9	$5.1M		71k	72.44	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.6	$4.7M		132k	35.69	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.3	$4.3M		135k	32.07	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.8	$3.7M	+3%	44k	84.11	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.7	$3.5M		108k	32.79	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	2.6	$3.5M	+4%	120k	28.90	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.6	$3.4M	+2%	35k	99.53	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.5	$3.3M	+14%	67k	49.46	View chart
Apple (AAPL)	2.4	$3.2M	-16%	13k	254.63	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.2	$2.9M		37k	79.93	View chart
Ishares Tr National Mun Etf (MUB)	2.1	$2.8M	-43%	27k	106.49	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.0	$2.7M	+16%	53k	50.63	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.8	$2.4M		42k	58.21	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.7	$2.3M	+6%	84k	27.31	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.6	$2.2M	-2%	5.7k	378.94	View chart
Microsoft Corporation (MSFT)	1.4	$1.9M		3.7k	518.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$1.9M	-2%	35k	54.18	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.4	$1.9M	+19%	18k	106.78	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.1	$1.5M	+3%	19k	78.90	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$1.4M	-4%	38k	38.57	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.0	$1.4M	+4%	13k	108.70	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	1.0	$1.3M		15k	88.65	View chart
Amazon (AMZN)	1.0	$1.3M	+7%	5.9k	219.57	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$1.0M	-5%	45k	23.28	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$926k		20k	46.12	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$887k		6.3k	140.94	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$818k		1.2k	669.30	View chart
McKesson Corporation (MCK)	0.6	$783k		1.0k	772.54	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$742k		1.1k	666.18	View chart
Ishares Tr Global Reit Etf (REET)	0.5	$713k	+3%	28k	25.56	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$704k	+29%	6.8k	103.36	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.5	$669k	+12%	15k	44.48	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$662k		20k	33.37	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.5	$654k		12k	53.03	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$630k		3.0k	208.71	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$626k		1.7k	365.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$585k		2.7k	215.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$546k		909.00	600.54	View chart
Meta Platforms Cl A (META)	0.4	$541k	-6%	737.00	734.50	View chart
Cloudflare Cl A Com (NET)	0.4	$515k		2.4k	214.59	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$457k		19k	24.40	View chart
Fidelity National Information Services (FIS)	0.3	$445k		6.7k	65.94	View chart
MercadoLibre (MELI)	0.3	$435k		186.00	2336.94	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$418k		9.4k	44.69	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.3	$397k	+57%	8.2k	48.22	View chart
NVIDIA Corporation (NVDA)	0.3	$397k		2.1k	186.54	View chart
Tesla Motors (TSLA)	0.3	$385k		865.00	444.72	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$322k		4.7k	68.47	View chart
Pfizer (PFE)	0.2	$319k		13k	25.48	View chart
Avista Corporation (AVA)	0.2	$306k		8.1k	37.81	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.2	$289k		2.1k	140.05	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$280k		10k	26.95	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$277k		3.0k	93.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$274k		3.1k	87.31	View chart
Bank Of Montreal Cadcom (BMO)	0.2	$271k		2.1k	130.25	View chart
Home Depot (HD)	0.2	$254k		626.00	405.19	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$247k	-4%	1.7k	142.55	View chart
Broadcom (AVGO)	0.2	$221k	NEW	670.00	329.91	View chart
Abbott Laboratories (ABT)	0.2	$210k		1.6k	133.94	View chart

Past Filings by Avant Financial Advisors

SEC 13F filings are viewable for Avant Financial Advisors going back to 2024

Avant Financial Advisors 2025 Q3 filed Nov. 3, 2025
Avant Financial Advisors 2025 Q2 filed Aug. 5, 2025
Avant Financial Advisors 2025 Q1 filed May 13, 2025
Avant Financial Advisors 2024 Q4 filed March 24, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z