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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, DFSV, VEA, AVEM, MUNI, and represent 36.63% of Avant Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DFSV, VCIT, SPTI, AVEM, AMD, GOOGL, VGSH, MUNI, VCSH, DFUS.
Started 5 new stock positions in GOOGL, CSCO, LRCX, VGSH, AMD.
Reduced shares in these 10 stocks: , AAPL, NET, MCK, VEA, DFAC, VWO, VSS, VTI, AMZN.
Sold out of its position in GLD.
Avant Financial Advisors was a net buyer of stock by $5.9M.
Avant Financial Advisors has $161M in assets under management (AUM), dropping by 12.87%.
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 69 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	9.8	$16M		43k	370.04	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	8.7	$14M	+9%	362k	38.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.2	$13M		184k	71.25	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	5.5	$8.8M	+5%	91k	96.49	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	4.4	$7.0M	+4%	134k	52.60	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.9	$6.2M	+2%	60k	103.05	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	3.7	$6.0M	+4%	73k	81.94	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.5	$5.6M		137k	40.64	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.3	$5.4M		134k	40.13	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.9	$4.6M	+14%	56k	82.65	View chart
Ishares Tr National Mun Etf (MUB)	2.9	$4.6M		43k	107.62	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.8	$4.5M		36k	124.76	View chart
Spdr Series Trust St Inter Etf (SPTI)	2.8	$4.5M	+15%	157k	28.39	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.6	$4.2M	+4%	112k	37.26	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.3	$3.7M	+3%	77k	48.43	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.1	$3.4M	+8%	43k	79.03	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.0	$3.2M	+5%	65k	50.23	View chart
Apple (AAPL)	1.9	$3.0M	-8%	11k	289.36	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.8	$2.9M	+3%	42k	69.90	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.8	$2.9M	+4%	6.8k	426.40	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.6	$2.5M		86k	28.97	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.6	$2.5M	+8%	23k	106.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$2.2M		36k	59.69	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.2	$1.9M	+11%	22k	89.20	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.2	$1.9M	+8%	15k	128.08	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	1.0	$1.6M		15k	109.11	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.0	$1.6M	-4%	35k	44.36	View chart
Microsoft Corporation (MSFT)	0.9	$1.4M		3.7k	373.06	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$1.4M	+2%	49k	27.70	View chart
Amazon (AMZN)	0.8	$1.3M		5.6k	238.34	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$1.1M		20k	54.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$918k		1.2k	748.89	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$874k		1.2k	746.77	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.5	$835k	+3%	18k	47.38	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$824k	+3%	8.1k	102.16	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$808k		22k	36.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$736k	+9%	999.00	736.67	View chart
Bank Of Montreal Cadcom (BMO)	0.5	$735k		4.2k	176.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$733k		3.0k	242.99	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$702k		1.7k	409.50	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$679k	+4%	13k	52.41	View chart
Fidelity National Information Services (FIS)	0.3	$515k		13k	38.88	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$515k		9.4k	55.01	View chart
Ishares Tr Global Reit Etf (REET)	0.3	$489k	+8%	18k	27.62	View chart
McKesson Corporation (MCK)	0.3	$461k	-22%	610.00	755.60	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$452k		19k	24.14	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.3	$434k		9.1k	47.97	View chart
Tesla Motors (TSLA)	0.3	$417k	+12%	992.00	420.60	View chart
Advanced Micro Devices (AMD)	0.3	$414k	NEW	712.00	580.91	View chart
NVIDIA Corporation (NVDA)	0.3	$405k	+5%	2.0k	200.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$403k	NEW	1.1k	357.37	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$387k		4.7k	82.35	View chart
Cloudflare Cl A Com (NET)	0.2	$380k	-35%	1.6k	245.28	View chart
Meta Platforms Cl A (META)	0.2	$353k	-5%	627.00	563.46	View chart
Avista Corporation (AVA)	0.2	$331k		8.1k	40.91	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$329k	NEW	5.6k	58.20	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$321k	+2%	12k	26.50	View chart
MercadoLibre (MELI)	0.2	$316k		186.00	1697.39	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$314k		2.1k	152.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$303k		3.1k	96.58	View chart
Pfizer (PFE)	0.2	$301k		13k	24.08	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$263k		2.5k	103.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$261k		1.8k	148.31	View chart
Broadcom (AVGO)	0.2	$261k	+2%	690.00	377.75	View chart
Cisco Systems (CSCO)	0.2	$259k	NEW	2.2k	117.46	View chart
Lam Research Corp Com New (LRCX)	0.2	$253k	NEW	584.00	433.33	View chart
Home Depot (HD)	0.2	$245k	+10%	694.00	352.68	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$242k	-9%	1.6k	154.29	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$237k		4.7k	50.60	View chart

Past Filings by Avant Financial Advisors

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

Avant Financial Advisors 2026 Q2 filed July 9, 2026
Avant Financial Advisors 2026 Q1 filed April 23, 2026
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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