Institutions / Avant Financial Advisors LLC

Avant Financial Advisors LLC

CIK 2063243 · Institution · as of Dec 31, 2025

Portfolio value

$139.14M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 67 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$14.01M	41,790	10.1%
Vanguard Tax-Managed Fds	—	$11.48M	183,841	8.3%
Dimensional ETF Trust	—	$10.36M	314,848	7.4%
American Centy ETF Tr	—	$6.42M	83,312	4.6%
PIMCO ETF Tr	—	$6.38M	121,730	4.6%
American Centy ETF Tr	—	$5.37M	57,198	3.9%
Dimensional ETF Trust	—	$5.15M	69,427	3.7%
Dimensional ETF Trust	—	$5.07M	133,502	3.6%
Dimensional ETF Trust	—	$4.53M	137,037	3.3%
Vanguard Scottsdale Fds	—	$4.00M	47,812	2.9%
SPDR Series Trust	—	$3.82M	132,292	2.7%
Dimensional ETF Trust	—	$3.71M	107,598	2.7%
American Centy ETF Tr	—	$3.58M	35,089	2.6%
Vanguard Charlotte Fds	—	$3.40M	70,433	2.4%
Apple Inc.	—	$3.14M	11,563	2.3%
iShares Tr	—	$3.11M	28,998	2.2%
Vanguard Scottsdale Fds	—	$3.01M	37,742	2.2%
Vanguard Malvern Fds	—	$2.84M	57,395	2.0%
Dimensional ETF Trust	—	$2.43M	40,857	1.7%
iShares Tr	—	$2.26M	5,838	1.6%
Dimensional ETF Trust	—	$2.22M	83,853	1.6%
iShares MSCI UAE ETF	—	$2.19M	20,501	1.6%
Vanguard Intl Equity Index F	—	$2.01M	37,341	1.4%
Microsoft Corp	—	$1.79M	3,702	1.3%
American Centy ETF Tr	—	$1.60M	19,412	1.1%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.