Avant Financial Advisors LLC Top Holdings and 13F Report (2026) About Avant Financial Advisors LLCInvestment ActivityAvant Financial Advisors LLC has $142.24 million in total holdings as of March 31, 2026.Avant Financial Advisors LLC owns shares of 65 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 3.27% of the portfolio was purchased this quarter.About 1.45% of the portfolio was sold this quarter.This quarter, Avant Financial Advisors LLC has purchased 67 new stocks and bought additional shares in 32 stocks.Avant Financial Advisors LLC sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $13,712,703Vanguard FTSE Developed Markets ETF $11,879,712Dimensional US Small Cap Value ETF $11,583,403Avantis Emerging Markets Equity ETF $6,955,355PIMCO Intermediate Municipal Bond Exchange-Traded Fund $6,678,494 Largest Purchases this Quarter iShares National Muni Bond ETF 13,718 shares (about $1.46M)Dimensional US Small Cap Value ETF 15,729 shares (about $551.14K)PIMCO Intermediate Municipal Bond Exchange-Traded Fund 6,235 shares (about $325.40K)Vanguard Total Stock Market ETF 954 shares (about $306.05K)Avantis Emerging Markets Equity ETF 3,004 shares (about $242.06K) Largest Sales this Quarter iShares Global REIT ETF 11,747 shares (about $295.44K)McKesson 100 shares (about $86.54K)NVIDIA 200 shares (about $34.87K)Dimensional International Small Cap Value ETF 802 shares (about $31.63K)Meta Platforms 45 shares (about $25.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAvant Financial Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$13,712,703$306,053 ▲2.3%42,7449.6%ETFVEAVanguard FTSE Developed Markets ETF$11,879,712$99,196 ▲0.8%185,3898.4%ETFDFSVDimensional US Small Cap Value ETF$11,583,403$551,143 ▲5.0%330,5778.1%ETFAVEMAvantis Emerging Markets Equity ETF$6,955,355$242,063 ▲3.6%86,3164.9%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$6,678,494$325,405 ▲5.1%127,9654.7%ETFAVDVAvantis International Small Cap Value ETF$5,865,642$153,883 ▲2.7%58,7394.1%ETFDISVDimensional International Small Cap Value ETF$5,233,706$31,631 ▼-0.6%132,7003.7%ETFDFUSDimensional U.S. Equity ETF$4,962,612$39,568 ▲0.8%69,9853.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$4,749,704$15,064 ▲0.3%137,4733.3%ETFMUBiShares National Muni Bond ETF$4,534,304$1,456,166 ▲47.3%42,7163.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,046,508$90,033 ▲2.3%48,9002.8%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$3,916,748$125,272 ▲3.3%136,6632.8%ETFAVUVAvantis U.S. Small Cap Value ETF$3,885,230$8,948 ▲0.2%35,1702.7%ETFDFICDimensional International Core Equity 2 ETF$3,834,525$11,583 ▲0.3%107,9242.7%ETFBNDXVanguard Total International Bond ETF$3,541,760$157,460 ▲4.7%73,7102.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,123,001$131,192 ▲4.4%39,3972.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,063,084$196,204 ▲6.8%61,3232.2%ManufacturingAAPLApple$2,934,5950.0%11,5632.1%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$2,536,156$15,363 ▼-0.6%40,6111.8%ETFIWViShares Russell 3000 ETF$2,402,748$238,718 ▲11.0%6,4821.7%ETFSUBiShares Short-Term National Muni Bond ETF$2,296,353$112,997 ▲5.2%21,5621.6%ETFDFGRDimensional Global Real Estate ETF$2,261,347$32,534 ▲1.5%85,0771.6%ETFVWOVanguard FTSE Emerging Markets ETF$1,995,310$22,971 ▼-1.1%36,9161.4%ETFAVDEAvantis International Equity ETF$1,649,799$2,885 ▲0.2%19,4461.2%ETFAVUSAvantis U.S. Equity ETF$1,503,932$11,785 ▲0.8%13,5271.1%ETFDFACDimensional U.S. Core Equity 2 ETF$1,439,496$9,404 ▼-0.6%37,0431.0%ETFSLYVSPDR S&P 600 Small Cap Value ETF$1,410,7560.0%14,9161.0%ETFMSFTMicrosoft$1,354,956$15,549 ▼-1.1%3,6601.0%Computer and TechnologySCHFSchwab International Equity ETF$1,189,881$71,948 ▲6.4%48,0760.8%ETFAMZNAmazon.com$1,184,640$5,207 ▲0.4%5,6880.8%Retail/WholesaleDFIVDimensional International Value ETF$1,059,8230.0%20,0800.7%ETFSTIPiShares 0-5 Year TIPS Bond ETF$805,617$92,363 ▲12.9%7,7890.6%ETFIVViShares Core S&P 500 ETF$800,836$2,613 ▲0.3%1,2260.6%ETFSPYSPDR S&P 500 ETF Trust$760,898$37,069 ▲5.1%1,1700.5%FinanceAVREAvantis Real Estate ETF$751,949$63,653 ▲9.2%17,0820.5%ETFSCHESchwab Emerging Markets Equity ETF$735,899$48,930 ▲7.1%22,3340.5%ETFMCKMcKesson$683,635$86,536 ▼-11.2%7900.5%MedicalVBRVanguard Small-Cap Value ETF$655,6610.0%3,0180.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$649,6950.0%12,3610.5%ManufacturingFISFidelity National Information Services$621,5110.0%13,2490.4%Business ServicesIWBiShares Russell 1000 ETF$610,7880.0%1,7130.4%ETFBMOBank Of Montreal$563,0150.0%4,1600.4%FinanceQQQInvesco QQQ$524,870$11,548 ▼-2.2%9090.4%FinanceNETCloudflare$495,2160.0%2,4000.3%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$454,8690.0%18,7420.3%ETFDFUVDimensional US Marketwide Value ETF$453,7310.0%9,3630.3%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$433,149$9,710 ▲2.3%9,0560.3%FinanceREETiShares Global REIT ETF$409,593$295,437 ▼-41.9%16,2860.3%ETFGLDSPDR Gold Shares$405,764$1,291 ▲0.3%9430.3%FinanceMETAMeta Platforms$379,419$25,752 ▼-6.4%6630.3%Computer and TechnologyPFEPfizer$351,1690.0%12,5060.2%MedicalNVDANVIDIA$335,837$34,874 ▼-9.4%1,9260.2%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$334,6230.0%4,7040.2%ETFTSLATesla$327,884$1,859 ▲0.6%8820.2%Auto/Tires/TrucksAVAAvista$325,0940.0%8,0990.2%UtilitiesMELIMercadoLibre$321,5980.0%1860.2%Retail/WholesaleSCHPSchwab U.S. TIPS ETF$316,1540.0%11,8810.2%ETFSDYSPDR S&P Dividend ETF$301,3670.0%2,0650.2%ETFIEFAiShares Core MSCI EAFE ETF$283,9930.0%3,1370.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$252,2170.0%1,7300.2%ETFEFAiShares MSCI EAFE ETF$246,2250.0%2,5350.2%FinanceIAGGiShares Core International Aggregate Bond ETF$234,1380.0%4,6790.2%ETFIJRiShares Core S&P Small-Cap ETF$218,786$8,950 ▲4.3%1,7600.2%ETFAVGOBroadcom$207,3720.0%6700.1%Computer and TechnologyHDHome Depot$205,8860.0%6260.1%Retail/WholesaleVYMVanguard High Dividend Yield ETF$0$908,777 ▼-100.0%00.0%ETFVIGVanguard Dividend Appreciation ETF$0$600,359 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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