Avant Financial Advisors

Avant Financial Advisors as of June 30, 2026

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