§ 13F · FUND PROFILE
Avant Financial Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $121.4T (13F)Positions · 64Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$809.4B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 42K | $14.0T | 10.1% | +4% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 184K | $11.5T | 8.3% | ±0% |
| 3 | DFSV | DIMENSIONAL ETF TRUST | 315K | $10.4T | 7.4% | −4% |
| 4 | AVEM | AMERICAN CENTY ETF TR | 83K | $6.4T | 4.6% | −1% |
| 5 | MUNI | PIMCO ETF TR | 122K | $6.4T | 4.6% | +18% |
| 6 | AVDV | AMERICAN CENTY ETF TR | 57K | $5.4T | 3.9% | −3% |
| 7 | DFUS | DIMENSIONAL ETF TRUST | 69K | $5.1T | 3.7% | −2% |
| 8 | DISV | DIMENSIONAL ETF TRUST | 134K | $5.1T | 3.6% | +1% |
| 9 | DFEM | DIMENSIONAL ETF TRUST | 137K | $4.5T | 3.3% | +1% |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | 48K | $4.0T | 2.9% | +8% |
§ 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 $121379.9 trillion in assets. The fund runs a portfolio of 64 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed