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Avant Financial Advisors LLC 13F holdings

Filed 2026-07-09 · Avant Financial Advisors LLC · 69 positions · $160.6M

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TickerCompanySharesValue% of portfolio
VTIVANGUARD INDEX FDS42.7K$15.8M9.8%
DFSVDIMENSIONAL ETF TRUST361.8K$14.0M8.7%
VEAVANGUARD TAX-MANAGED FDS184.2K$13.1M8.2%
AVEMAMERICAN CENTY ETF TR91.4K$8.8M5.5%
MUNIPIMCO ETF TR133.9K$7.0M4.4%
AVDVAMERICAN CENTY ETF TR60.1K$6.2M3.9%
DFUSDIMENSIONAL ETF TRUST73.2K$6.0M3.7%
DFEMDIMENSIONAL ETF TRUST137.1K$5.6M3.5%
DISVDIMENSIONAL ETF TRUST134.0K$5.4M3.3%
VCITVANGUARD SCOTTSDALE FDS56.1K$4.6M2.9%
MUBISHARES TR42.7K$4.6M2.9%
AVUVAMERICAN CENTY ETF TR35.8K$4.5M2.8%
SPTISPDR SERIES TRUST157.3K$4.5M2.8%
DFICDIMENSIONAL ETF TRUST112.3K$4.2M2.6%
BNDXVANGUARD CHARLOTTE FDS76.5K$3.7M2.3%
VCSHVANGUARD SCOTTSDALE FDS42.8K$3.4M2.1%
VTIPVANGUARD MALVERN FDS64.6K$3.2M2.0%
AAPLAPPLE INC10.5K$3.0M1.9%
DFATDIMENSIONAL ETF TRUST42.1K$2.9M1.8%
IWVISHARES TR6.8K$2.9M1.8%
DFGRDIMENSIONAL ETF TRUST86.2K$2.5M1.6%
SUBISHARES TR23.4K$2.5M1.6%
VWOVANGUARD INTL EQUITY INDEX F36.3K$2.2M1.3%
AVDEAMERICAN CENTY ETF TR21.7K$1.9M1.2%
AVUSAMERICAN CENTY ETF TR14.7K$1.9M1.2%
SLYVSPDR SERIES TRUST14.9K$1.6M1.0%
DFACDIMENSIONAL ETF TRUST35.4K$1.6M1.0%
MSFTMICROSOFT CORP3.7K$1.4M0.9%
SCHFSCHWAB STRATEGIC TR49.4K$1.4M0.9%
AMZNAMAZON COM INC5.6K$1.3M0.8%
DFIVDIMENSIONAL ETF TRUST20.1K$1.1M0.7%
IVVISHARES TR1.2K$918,1400.6%
SPYSTATE STR SPDR S&P 500 ETF T1.2K$873,7210.5%
AVREAMERICAN CENTY ETF TR17.6K$834,8350.5%
STIPISHARES TR8.1K$823,5120.5%
SCHESCHWAB STRATEGIC TR22.3K$807,9740.5%
QQQINVESCO QQQ TR999$735,9350.5%
BMOBANK MONTREAL MEDIUM4.2K$735,0720.5%
VBRVANGUARD INDEX FDS3.0K$733,3440.5%
IWBISHARES TR1.7K$701,4740.4%
IGSBISHARES TR13.0K$679,1820.4%
FISFIDELITY NATL INFORMATION SV13.2K$515,1220.3%
DFUVDIMENSIONAL ETF TRUST9.4K$515,0590.3%
REETISHARES TR17.7K$488,9300.3%
MCKMCKESSON CORP610$460,9160.3%
SCHOSCHWAB STRATEGIC TR18.7K$452,4320.3%
SHMSPDR SERIES TRUST9.1K$434,3720.3%
TSLATESLA INC992$417,2360.3%
AMDADVANCED MICRO DEVICES INC712$413,6080.3%
NVDANVIDIA CORPORATION2.0K$405,3970.3%
GOOGLALPHABET INC1.1K$403,1140.3%
DFASDIMENSIONAL ETF TRUST4.7K$387,3590.2%
NETCLOUDFLARE INC1.6K$380,1840.2%
METAMETA PLATFORMS INC627$353,2920.2%
AVAAVISTA CORP8.1K$331,3310.2%
VGSHVANGUARD SCOTTSDALE FDS5.6K$328,6560.2%
SCHPSCHWAB STRATEGIC TR12.1K$321,2600.2%
MELIMERCADOLIBRE INC186$315,7150.2%
SDYSPDR SERIES TRUST2.1K$314,2520.2%
IEFAISHARES TR3.1K$302,9720.2%
Top Fund Holdings
13F
Top Fund Holdings

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