Avant Financial Advisors

Avant Financial Advisors as of March 31, 2026

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 43k 320.81
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.4 $12M 185k 64.08
Dimensional Etf Trust Us Small Cap Val (DFSV) 8.1 $12M 331k 35.04
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.9 $7.0M 86k 80.58
Pimco Etf Tr Inter Mun Bd Act (MUNI) 4.7 $6.7M 128k 52.19
American Centy Etf Tr Intl Smcp Vlu (AVDV) 4.1 $5.9M 59k 99.86
Dimensional Etf Trust Intl Small Cap V (DISV) 3.7 $5.2M 133k 39.44
Dimensional Etf Trust Us Equity Market (DFUS) 3.5 $5.0M 70k 70.91
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.3 $4.7M 138k 34.55
Ishares Tr National Mun Etf (MUB) 3.2 $4.5M 43k 106.15
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.8 $4.0M 49k 82.75
Spdr Series Trust State Street Spd (SPTI) 2.8 $3.9M 137k 28.66
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.7 $3.9M 35k 110.47
Dimensional Etf Trust Intl Core Equity (DFIC) 2.7 $3.8M 108k 35.53
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.5 $3.5M 74k 48.05
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.2 $3.1M 39k 79.27
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.2 $3.1M 61k 49.95
Apple (AAPL) 2.1 $2.9M 12k 253.79
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.8 $2.5M 41k 62.45
Ishares Tr Russell 3000 Etf (IWV) 1.7 $2.4M 6.5k 370.68
Ishares Tr Shrt Nat Mun Etf (SUB) 1.6 $2.3M 22k 106.50
Dimensional Etf Trust Global Real Est (DFGR) 1.6 $2.3M 85k 26.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $2.0M 37k 54.05
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.2 $1.6M 19k 84.84
American Centy Etf Tr Us Eqt Etf (AVUS) 1.1 $1.5M 14k 111.18
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.0 $1.4M 37k 38.86
Spdr Series Trust State Street Spd (SLYV) 1.0 $1.4M 15k 94.58
Microsoft Corporation (MSFT) 1.0 $1.4M 3.7k 370.21
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $1.2M 48k 24.75
Amazon (AMZN) 0.8 $1.2M 5.7k 208.27
Dimensional Etf Trust Internatnal Val (DFIV) 0.7 $1.1M 20k 52.78
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.6 $806k 7.8k 103.43
Ishares Tr Core S&p500 Etf (IVV) 0.6 $801k 1.2k 653.21
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $761k 1.2k 650.34
American Centy Etf Tr Real Estate Etf (AVRE) 0.5 $752k 17k 44.02
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $736k 22k 32.95
McKesson Corporation (MCK) 0.5 $684k 790.00 865.36
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $656k 3.0k 217.25
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $650k 12k 52.56
Fidelity National Information Services (FIS) 0.4 $622k 13k 46.91
Ishares Tr Rus 1000 Etf (IWB) 0.4 $611k 1.7k 356.56
Bank Of Montreal Cadcom (BMO) 0.4 $563k 4.2k 135.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $525k 909.00 577.41
Cloudflare Cl A Com (NET) 0.3 $495k 2.4k 206.34
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $455k 19k 24.27
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $454k 9.4k 48.46
Spdr Series Trust State Street Spd (SHM) 0.3 $433k 9.1k 47.83
Ishares Tr Global Reit Etf (REET) 0.3 $410k 16k 25.15
Spdr Gold Tr Gold Shs (GLD) 0.3 $406k 943.00 430.29
Meta Platforms Cl A (META) 0.3 $379k 663.00 572.28
Pfizer (PFE) 0.2 $351k 13k 28.08
NVIDIA Corporation (NVDA) 0.2 $336k 1.9k 174.37
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $335k 4.7k 71.14
Tesla Motors (TSLA) 0.2 $328k 882.00 371.75
Avista Corporation (AVA) 0.2 $325k 8.1k 40.14
MercadoLibre (MELI) 0.2 $322k 186.00 1729.02
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $316k 12k 26.61
Spdr Series Trust State Street Spd (SDY) 0.2 $301k 2.1k 145.94
Ishares Tr Core Msci Eafe (IEFA) 0.2 $284k 3.1k 90.53
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $252k 1.7k 145.79
Ishares Tr Msci Eafe Etf (EFA) 0.2 $246k 2.5k 97.13
Ishares Tr Core Intl Aggr (IAGG) 0.2 $234k 4.7k 50.04
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $219k 1.8k 124.31
Broadcom (AVGO) 0.1 $207k 670.00 309.51
Home Depot (HD) 0.1 $206k 626.00 328.89