§ 13F · FUND PROFILE
Avant Financial Advisors LLC.
AUM · $161M (13F)Positions · 69Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 43K | $16M | 9.8% | ±0% |
| 2 | DFSV | DIMENSIONAL ETF TRUST | 362K | $14M | 8.7% | +9% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 184K | $13M | 8.2% | −1% |
| 4 | AVEM | AMERICAN CENTY ETF TR | 91K | $9M | 5.5% | +6% |
| 5 | MUNI | PIMCO ETF TR | 134K | $7M | 4.4% | +5% |
| 6 | AVDV | AMERICAN CENTY ETF TR | 60K | $6M | 3.9% | +2% |
| 7 | DFUS | DIMENSIONAL ETF TRUST | 73K | $6M | 3.7% | +5% |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 137K | $6M | 3.5% | ±0% |
| 9 | DISV | DIMENSIONAL ETF TRUST | 134K | $5M | 3.3% | +1% |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | 56K | $5M | 2.9% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AVANT SIGNAL
AC read
Avant Financial Advisors LLC is a Other fund managing $161 million in assets. The fund runs a portfolio of 69 positions.
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