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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 34.96% of Avant Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: MUNI, VTI, FIS, GLD, SPTI, VCIT, SUB, BMO, MUB, IAGG.
Started 3 new stock positions in GLD, IAGG, IJR.
Reduced shares in these 10 stocks: DFSV, AAPL, ABT, AVDV, MCK, DFUS, AMZN, AVEM, DFAT, EFA.
Sold out of its position in ABT.
Avant Financial Advisors was a net buyer of stock by $3.8M.
Avant Financial Advisors has $139M in assets under management (AUM), dropping by 4.82%.
Central Index Key (CIK): 0002063243

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

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Portfolio Holdings for Avant Financial Advisors

Avant Financial Advisors holds 67 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	10.1	$14M	+4%	42k	335.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.3	$12M		184k	62.47	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	7.4	$10M	-3%	315k	32.89	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.6	$6.4M		83k	77.02	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	4.6	$6.4M	+17%	122k	52.41	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.9	$5.4M	-3%	57k	93.97	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	3.7	$5.1M		69k	74.17	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.6	$5.1M		134k	38.00	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.3	$4.5M		137k	33.08	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.9	$4.0M	+8%	48k	83.75	View chart
Spdr Series Trust State Street Spd (SPTI)	2.7	$3.8M	+10%	132k	28.84	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.7	$3.7M		108k	34.46	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.6	$3.6M		35k	101.98	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.4	$3.4M	+5%	70k	48.32	View chart
Apple (AAPL)	2.3	$3.1M	-8%	12k	271.86	View chart
Ishares Tr National Mun Etf (MUB)	2.2	$3.1M	+8%	29k	107.11	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.2	$3.0M	+2%	38k	79.73	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.0	$2.8M	+8%	57k	49.46	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.7	$2.4M		41k	59.54	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.6	$2.3M	+2%	5.8k	386.85	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.6	$2.2M		84k	26.42	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.6	$2.2M	+14%	21k	106.70	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$2.0M	+5%	37k	53.76	View chart
Microsoft Corporation (MSFT)	1.3	$1.8M		3.7k	483.66	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.1	$1.6M		19k	82.32	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.1	$1.5M	+4%	13k	111.78	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$1.5M		37k	39.59	View chart
Spdr Series Trust State Street Spd (SLYV)	1.0	$1.4M		15k	90.97	View chart
Amazon (AMZN)	0.9	$1.3M	-3%	5.7k	230.82	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$1.1M		45k	24.04	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$1.0M		20k	49.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$909k		6.3k	143.52	View chart
Fidelity National Information Services (FIS)	0.6	$881k	+96%	13k	66.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$837k		1.2k	684.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$759k		1.1k	681.92	View chart
McKesson Corporation (MCK)	0.5	$730k	-12%	890.00	820.29	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$706k		6.9k	102.39	View chart
Ishares Tr Global Reit Etf (REET)	0.5	$699k		28k	24.95	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$683k	+5%	21k	32.75	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.5	$681k	+3%	16k	43.53	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.5	$654k		12k	52.88	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$640k		1.7k	373.44	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$639k		3.0k	211.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$600k		2.7k	219.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$571k	+2%	929.00	614.53	View chart
Bank Of Montreal Cadcom (BMO)	0.4	$540k	+100%	4.2k	129.79	View chart
Cloudflare Cl A Com (NET)	0.3	$473k		2.4k	197.15	View chart
Meta Platforms Cl A (META)	0.3	$467k	-3%	708.00	660.23	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$457k		19k	24.37	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$436k		9.4k	46.59	View chart
Spdr Series Trust State Street Spd (SHM)	0.3	$425k	+7%	8.9k	47.99	View chart
NVIDIA Corporation (NVDA)	0.3	$396k		2.1k	186.47	View chart
Tesla Motors (TSLA)	0.3	$394k		877.00	449.72	View chart
MercadoLibre (MELI)	0.3	$375k		186.00	2014.26	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$373k	NEW	940.00	396.31	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$328k		4.7k	69.68	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$315k	+14%	12k	26.49	View chart
Avista Corporation (AVA)	0.2	$312k		8.1k	38.54	View chart
Pfizer (PFE)	0.2	$311k		13k	24.90	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$287k		2.1k	139.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$281k		3.1k	89.46	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$248k		1.7k	143.33	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$243k	-14%	2.5k	96.03	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$234k	NEW	4.7k	50.01	View chart
Broadcom (AVGO)	0.2	$232k		670.00	346.10	View chart
Home Depot (HD)	0.2	$215k		626.00	344.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$203k	NEW	1.7k	120.18	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 Q4 filed Jan. 15, 2026
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

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