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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 35.72% of Avant Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: MUB, DFSV, MUNI, VTI, AVEM, IWV, VTIP, BNDX, AVDV, VCSH.
Reduced shares in these 10 stocks: VYM, VIG, REET, MCK, NVDA, DISV, META, VWO, MSFT, DFAT.
Sold out of its positions in VIG, VYM.
Avant Financial Advisors was a net buyer of stock by $2.6M.
Avant Financial Advisors has $142M in assets under management (AUM), dropping by 2.23%.
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 65 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
Vanguard Index Fds Total Stk Mkt (VTI)	9.6	$14M	+2%	43k	320.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.4	$12M		185k	64.08	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	8.1	$12M	+4%	331k	35.04	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.9	$7.0M	+3%	86k	80.58	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	4.7	$6.7M	+5%	128k	52.19	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.1	$5.9M	+2%	59k	99.86	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.7	$5.2M		133k	39.44	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	3.5	$5.0M		70k	70.91	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.3	$4.7M		138k	34.55	View chart
Ishares Tr National Mun Etf (MUB)	3.2	$4.5M	+47%	43k	106.15	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.8	$4.0M	+2%	49k	82.75	View chart
Spdr Series Trust State Street Spd (SPTI)	2.8	$3.9M	+3%	137k	28.66	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.7	$3.9M		35k	110.47	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.7	$3.8M		108k	35.53	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.5	$3.5M	+4%	74k	48.05	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.2	$3.1M	+4%	39k	79.27	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.2	$3.1M	+6%	61k	49.95	View chart
Apple (AAPL)	2.1	$2.9M		12k	253.79	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.8	$2.5M		41k	62.45	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.7	$2.4M	+11%	6.5k	370.68	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.6	$2.3M	+5%	22k	106.50	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.6	$2.3M		85k	26.58	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$2.0M		37k	54.05	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.2	$1.6M		19k	84.84	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.1	$1.5M		14k	111.18	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$1.4M		37k	38.86	View chart
Spdr Series Trust State Street Spd (SLYV)	1.0	$1.4M		15k	94.58	View chart
Microsoft Corporation (MSFT)	1.0	$1.4M		3.7k	370.21	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$1.2M	+6%	48k	24.75	View chart
Amazon (AMZN)	0.8	$1.2M		5.7k	208.27	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$1.1M		20k	52.78	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.6	$806k	+12%	7.8k	103.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$801k		1.2k	653.21	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$761k	+5%	1.2k	650.34	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.5	$752k	+9%	17k	44.02	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$736k	+7%	22k	32.95	View chart
McKesson Corporation (MCK)	0.5	$684k	-11%	790.00	865.36	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$656k		3.0k	217.25	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.5	$650k		12k	52.56	View chart
Fidelity National Information Services (FIS)	0.4	$622k		13k	46.91	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$611k		1.7k	356.56	View chart
Bank Of Montreal Cadcom (BMO)	0.4	$563k		4.2k	135.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$525k	-2%	909.00	577.41	View chart
Cloudflare Cl A Com (NET)	0.3	$495k		2.4k	206.34	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$455k		19k	24.27	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$454k		9.4k	48.46	View chart
Spdr Series Trust State Street Spd (SHM)	0.3	$433k	+2%	9.1k	47.83	View chart
Ishares Tr Global Reit Etf (REET)	0.3	$410k	-41%	16k	25.15	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$406k		943.00	430.29	View chart
Meta Platforms Cl A (META)	0.3	$379k	-6%	663.00	572.28	View chart
Pfizer (PFE)	0.2	$351k		13k	28.08	View chart
NVIDIA Corporation (NVDA)	0.2	$336k	-9%	1.9k	174.37	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$335k		4.7k	71.14	View chart
Tesla Motors (TSLA)	0.2	$328k		882.00	371.75	View chart
Avista Corporation (AVA)	0.2	$325k		8.1k	40.14	View chart
MercadoLibre (MELI)	0.2	$322k		186.00	1729.02	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$316k		12k	26.61	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$301k		2.1k	145.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$284k		3.1k	90.53	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$252k		1.7k	145.79	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$246k		2.5k	97.13	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$234k		4.7k	50.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$219k	+4%	1.8k	124.31	View chart
Broadcom (AVGO)	0.1	$207k		670.00	309.51	View chart
Home Depot (HD)	0.1	$206k		626.00	328.89	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 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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