Avant Financial Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Avant Financial Advisors LLC held in its portfolio 64 assets valued at $139,136,627 (i.e. $139.14M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($14.01M), VANGUARD TAX-MANAGED FDS ($11.49M), and DIMENSIONAL ETF TRUST ($10.36M).
The chart below shows the top 10 valuable assets, and the table below shows the top 64 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Avant Financial Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 41790 | 14010934 | TOTAL STK MKT |
| VANGUARD TAX-MANAGED FDS | 183841 | 11484565 | VAN FTSE DEV MKT |
| DIMENSIONAL ETF TRUST | 314848 | 10355337 | US SMALL CAP VAL |
| AMERICAN CENTY ETF TR | 83312 | 6416702 | AVANTIS EMGMKT |
| PIMCO ETF TR | 121730 | 6379870 | INTER MUN BD ACT |
| SPDR SERIES TRUST | 158126 | 5884419 | STATE STREET SPD |
| AMERICAN CENTY ETF TR | 57198 | 5374897 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 69427 | 5149375 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 133502 | 5073093 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 137037 | 4533195 | EMERGING MKTS CO |
| VANGUARD SCOTTSDALE FDS | 47812 | 4004288 | INT-TERM CORP |
| DIMENSIONAL ETF TRUST | 107598 | 3707812 | INTL CORE EQUITY |
| AMERICAN CENTY ETF TR | 35089 | 3578377 | US SML CP VALU |
| VANGUARD CHARLOTTE FDS | 70433 | 3403317 | TOTAL INT BD ETF |
| APPLE INC | 11563 | 3143538 | COM |
| ISHARES TR | 28998 | 3105976 | NATIONAL MUN ETF |
| VANGUARD SCOTTSDALE FDS | 37742 | 3009170 | SHRT TRM CORP BD |
| VANGUARD MALVERN FDS | 57395 | 2838757 | STRM INFPROIDX |
| DIMENSIONAL ETF TRUST | 40857 | 2432647 | US TARGETED VLU |
| ISHARES TR | 5838 | 2258431 | RUSSELL 3000 ETF |
| DIMENSIONAL ETF TRUST | 83853 | 2215397 | GLOBAL REAL EST |
| ISHARES TR | 20501 | 2187457 | SHRT NAT MUN ETF |
| VANGUARD INTL EQUITY INDEX F | 37341 | 2007453 | FTSE EMR MKT ETF |
| MICROSOFT CORP | 3702 | 1790517 | COM |
| AMERICAN CENTY ETF TR | 19412 | 1597996 | INTL EQT ETF |
| AMERICAN CENTY ETF TR | 13421 | 1500200 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 37285 | 1476119 | US CORE EQUITY 2 |
| AMAZON COM INC | 5663 | 1307134 | COM |
| SCHWAB STRATEGIC TR | 45169 | 1085863 | INTL EQTY ETF |
| DIMENSIONAL ETF TRUST | 20080 | 1001992 | INTERNATNAL VAL |
| VANGUARD WHITEHALL FDS | 6332 | 908777 | HIGH DIV YLD |
| FIDELITY NATL INFORMATION SV | 13249 | 880529 | COM |
| ISHARES TR | 1222 | 836997 | CORE S&P500 ETF |
| SPDR S&P 500 ETF TR | 1113 | 758977 | TR UNIT |
| MCKESSON CORP | 890 | 730059 | COM |
| ISHARES TR | 6896 | 706082 | 0-5 YR TIPS ETF |
| ISHARES TR | 28033 | 699424 | GLOBAL REIT ETF |
| SCHWAB STRATEGIC TR | 20849 | 682798 | EMRG MKTEQ ETF |
| AMERICAN CENTY ETF TR | 15636 | 680635 | REAL ESTATE ETF |
| ISHARES TR | 12361 | 653650 | ISHS 1-5YR INVS |
| ISHARES TR | 1713 | 639703 | RUS 1000 ETF |
| VANGUARD INDEX FDS | 3018 | 639183 | SM CP VAL ETF |
| VANGUARD SPECIALIZED FUNDS | 2732 | 600359 | DIV APP ETF |
| INVESCO QQQ TR | 929 | 570896 | UNIT SER 1 |
| BANK MONTREAL QUE | 4160 | 539927 | COM |
| CLOUDFLARE INC | 2400 | 473160 | CL A COM |
| META PLATFORMS INC | 708 | 467440 | CL A |
| SCHWAB STRATEGIC TR | 18742 | 456743 | SHT TM US TRES |
| DIMENSIONAL ETF TRUST | 9363 | 436223 | US MKTWIDE VALUE |
| NVIDIA CORPORATION | 2126 | 396438 | COM |
| TESLA INC | 877 | 394405 | COM |
| MERCADOLIBRE INC | 186 | 374653 | COM |
| SPDR GOLD TR | 940 | 372532 | GOLD SHS |
| DIMENSIONAL ETF TRUST | 4704 | 327755 | US SMALL CAP ETF |
| SCHWAB STRATEGIC TR | 11881 | 314728 | US TIPS ETF |
| AVISTA CORP | 8099 | 312136 | COM |
| PFIZER INC | 12506 | 311400 | COM |
| ISHARES TR | 3137 | 280637 | CORE MSCI EAFE |
| VANGUARD INTL EQUITY INDEX F | 1730 | 247961 | FTSE SMCAP ETF |
| ISHARES TR | 2535 | 243437 | MSCI EAFE ETF |
| ISHARES TR | 4679 | 233997 | CORE INTL AGGR |
| BROADCOM INC | 670 | 231887 | COM |
| HOME DEPOT INC | 626 | 215407 | COM |
| ISHARES TR | 1688 | 202864 | CORE S&P SCP ETF |
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