§ 13F · FUND PROFILE
Avant Financial Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $133M (13F)Positions · 65Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 43K | $14M | 9.6% | +2% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 185K | $12M | 8.4% | +1% |
| 3 | DFSV | DIMENSIONAL ETF TRUST | 331K | $12M | 8.1% | +5% |
| 4 | AVEM | AMERICAN CENTY ETF TR | 86K | $7M | 4.9% | +4% |
| 5 | MUNI | PIMCO ETF TR | 128K | $7M | 4.7% | +5% |
| 6 | AVDV | AMERICAN CENTY ETF TR | 59K | $6M | 4.1% | +3% |
| 7 | DISV | DIMENSIONAL ETF TRUST | 133K | $5M | 3.7% | −1% |
| 8 | DFUS | DIMENSIONAL ETF TRUST | 70K | $5M | 3.5% | +1% |
| 9 | DFEM | DIMENSIONAL ETF TRUST | 137K | $5M | 3.3% | ±0% |
| 10 | MUB | ISHARES TR | 43K | $5M | 3.2% | +47% |
§ 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 $133 million in assets. The fund runs a portfolio of 65 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed