Avant Financial Advisors LLC

Est. AUM

$142.2M

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	VANGUARD INDEX FDS	TOTAL STK MKT	$13.7M	42744	9.64%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$11.9M	185389	8.35%	SOLE
3	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$11.6M	330577	8.14%	SOLE
4	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$7.0M	86316	4.89%	SOLE
5	PIMCO ETF TR	INTER MUN BD ACT	$6.7M	127965	4.69%	SOLE
6	AMERICAN CENTY ETF TR	INTL SMCP VLU	$5.9M	58739	4.12%	SOLE
7	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$5.2M	132700	3.68%	SOLE
8	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$5.0M	69985	3.49%	SOLE
9	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$4.8M	137473	3.34%	SOLE
10	ISHARES TR	NATIONAL MUN ETF	$4.5M	42716	3.19%	SOLE
11	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.0M	48900	2.85%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$3.9M	136663	2.75%	SOLE
13	AMERICAN CENTY ETF TR	US SML CP VALU	$3.9M	35170	2.73%	SOLE
14	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$3.8M	107924	2.70%	SOLE
15	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$3.5M	73710	2.49%	SOLE
16	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.1M	39397	2.20%	SOLE
17	VANGUARD MALVERN FDS	STRM INFPROIDX	$3.1M	61323	2.15%	SOLE
18	APPLE INC	COM	$2.9M	11563	2.06%	SOLE
19	DIMENSIONAL ETF TRUST	US TARGETED VLU	$2.5M	40611	1.78%	SOLE
20	ISHARES TR	RUSSELL 3000 ETF	$2.4M	6482	1.69%	SOLE
21	ISHARES TR	SHRT NAT MUN ETF	$2.3M	21562	1.61%	SOLE
22	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$2.3M	85077	1.59%	SOLE
23	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.0M	36916	1.40%	SOLE
24	AMERICAN CENTY ETF TR	INTL EQT ETF	$1.6M	19446	1.16%	SOLE
25	AMERICAN CENTY ETF TR	US EQT ETF	$1.5M	13527	1.06%	SOLE
26	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.4M	37043	1.01%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$1.4M	14916	0.99%	SOLE
28	MICROSOFT CORP	COM	$1.4M	3660	0.95%	SOLE
29	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.2M	48076	0.84%	SOLE
30	AMAZON COM INC	COM	$1.2M	5688	0.83%	SOLE
31	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.1M	20080	0.75%	SOLE
32	ISHARES TR	0-5 YR TIPS ETF	$806K	7789	0.57%	SOLE
33	ISHARES TR	CORE S&P500 ETF	$801K	1226	0.56%	SOLE
34	STATE STR SPDR S&P 500 ETF T	TR UNIT	$761K	1170	0.53%	SOLE
35	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$752K	17082	0.53%	SOLE
36	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$736K	22334	0.52%	SOLE
37	MCKESSON CORP	COM	$684K	790	0.48%	SOLE
38	VANGUARD INDEX FDS	SM CP VAL ETF	$656K	3018	0.46%	SOLE
39	ISHARES TR	ISHS 1-5YR INVS	$650K	12361	0.46%	SOLE
40	FIDELITY NATL INFORMATION SV	COM	$622K	13249	0.44%	SOLE
41	ISHARES TR	RUS 1000 ETF	$611K	1713	0.43%	SOLE
42	BANK MONTREAL MEDIUM	COM	$563K	4160	0.40%	SOLE
43	INVESCO QQQ TR	UNIT SER 1	$525K	909	0.37%	SOLE
44	CLOUDFLARE INC	CL A COM	$495K	2400	0.35%	SOLE
45	SCHWAB STRATEGIC TR	SHT TM US TRES	$455K	18742	0.32%	SOLE
46	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$454K	9363	0.32%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$433K	9056	0.30%	SOLE
48	ISHARES TR	GLOBAL REIT ETF	$410K	16286	0.29%	SOLE
49	SPDR GOLD TR	GOLD SHS	$406K	943	0.29%	SOLE
50	META PLATFORMS INC	CL A	$379K	663	0.27%	SOLE

1–50 of 65

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