Avant Capital LLC

Est. AUM

$139.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WISDOMTREE TR	US QTLY DIV GRT	$9.8M	111860	7.02%	SOLE
2	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$9.0M	294028	6.45%	SOLE
3	VANGUARD INDEX FDS	VALUE ETF	$7.1M	36092	5.06%	SOLE
4	ISHARES TR	MSCI USA MIN VOL	$6.7M	72021	4.77%	SOLE
5	SCHWAB STRATEGIC TR	US LCAP VA ETF	$6.3M	206905	4.51%	SOLE
6	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$6.3M	225480	4.49%	SOLE
7	ISHARES TR	MSCI USA MMENTM	$5.7M	23760	4.07%	SOLE
8	ISHARES TR	MSCI USA QLT FCT	$5.6M	28994	3.97%	SOLE
9	VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$5.2M	25721	3.75%	SOLE
10	VANGUARD WORLD FD	MEGA CAP VAL ETF	$5.1M	34891	3.61%	SOLE
11	SCHWAB STRATEGIC TR	US BRD MKT ETF	$4.7M	187051	3.35%	SOLE
12	VANGUARD INDEX FDS	TOTAL STK MKT	$4.3M	13267	3.04%	SOLE
13	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.1M	19291	2.96%	SOLE
14	PROSHARES TR	S&P MDCP 400 DIV	$3.8M	43726	2.70%	SOLE
15	TESLA INC	COM	$3.6M	9765	2.59%	SOLE
16	PROSHARES TR	S&P 500 DV ARIST	$3.5M	33153	2.51%	SOLE
17	WISDOMTREE TR	US LARGECAP DIVD	$3.4M	37766	2.41%	SOLE
18	VANGUARD INDEX FDS	MCAP VL IDXVIP	$3.0M	16298	2.15%	SOLE
19	SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.8M	97171	2.02%	SOLE
20	WISDOMTREE TR	US TOTAL DIVIDND	$2.7M	31005	1.91%	SOLE
21	VANGUARD WORLD FD	MEGA GRWTH IND	$2.2M	5981	1.57%	SOLE
22	ALPS ETF TR	OSHARES US QUALT	$2.0M	35838	1.43%	SOLE
23	EXXON MOBIL CORP	COM	$1.9M	11117	1.35%	SOLE
24	VANGUARD INDEX FDS	GROWTH ETF	$1.8M	4106	1.28%	SOLE
25	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.7M	66019	1.21%	SOLE
26	NVIDIA CORPORATION	COM	$1.5M	8815	1.10%	SOLE
27	INVESCO EXCH TRD SLF IDX FD	BLOOMBERG PRICIN	$1.4M	16029	0.99%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	9764	0.94%	SOLE
29	APPLE INC	COM	$1.2M	4897	0.89%	SOLE
30	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.2M	6015	0.82%	SOLE
31	ISHARES TR	MSCI USA VALUE	$998K	7022	0.71%	SOLE
32	SCHWAB STRATEGIC TR	1000 INDEX ETF	$946K	30212	0.68%	SOLE
33	WISDOMTREE TR	WISDOMTREE US VA	$931K	9828	0.67%	SOLE
34	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$913K	21485	0.65%	SOLE
35	J P MORGAN EXCHANGE TRADED F	JPMORGAN DIVER	$856K	6578	0.61%	SOLE
36	SCHWAB STRATEGIC TR	FUNDAMENTAL US B	$787K	28950	0.56%	SOLE
37	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$727K	13341	0.52%	SOLE
38	AMAZON COM INC	COM	$706K	3392	0.50%	SOLE
39	VANGUARD INDEX FDS	LARGE CAP ETF	$674K	2256	0.48%	SOLE
40	CHEVRON CORPORATION	COM	$663K	3205	0.47%	SOLE
41	SHELL PLC	SPON ADS	$627K	6748	0.45%	SOLE
42	MICROSOFT CORP	COM	$614K	1659	0.44%	SOLE
43	VANGUARD INDEX FDS	SM CP VAL ETF	$598K	2756	0.43%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$584K	3283	0.42%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$569K	3316	0.41%	SOLE
46	JOHN HANCOCK EXCHANGE TRADED	MLTFCTR LRG CAP	$509K	6512	0.36%	SOLE
47	INVESCO EXCH TRADED FD TR II	S&P MIDCP LOW	$506K	8041	0.36%	SOLE
48	OREILLY AUTOMOTIVE INC	COM	$504K	5460	0.36%	SOLE
49	ISHARES TR	CORE DIV GRWTH	$490K	6987	0.35%	SOLE
50	VANGUARD INDEX FDS	S&P 500 ETF SHS	$438K	734	0.31%	SOLE

1–50 of 75

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.