Avant Financial Advisors LLC Top Holdings and 13F Report (2026) About Avant Financial Advisors LLCInvestment ActivityAvant Financial Advisors LLC has $164.41 million in total holdings as of September 30, 2026.Avant Financial Advisors LLC owns shares of 70 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 12.32% of the portfolio was purchased this quarter.About 9.73% of the portfolio was sold this quarter.This quarter, Avant Financial Advisors LLC has purchased 69 new stocks and bought additional shares in 38 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 $16,114,775DFA INVT DIMENSIONS GROUP IN $13,934,100Vanguard FTSE Developed Markets ETF $13,341,867Avantis Emerging Markets Equity ETF $8,844,426Avantis International Small Cap Value ETF $6,700,374 Largest New Holdings this Quarter 25239Y170 - DFA INVT DIMENSIONS GROUP IN $13,934,100 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $346,844 Holding922908363 - Vanguard S&P 500 ETF $229,529 Holding Largest Purchases this Quarter DFA INVT DIMENSIONS GROUP IN 371,873 shares (about $13.93M)iShares National Muni Bond ETF 16,619 shares (about $1.68M)Vanguard Total International Bond ETF 8,285 shares (about $388.32K)SPACE EXPLORATION TECHN CORP 2,299 shares (about $346.84K)Vanguard FTSE Developed Markets ETF 4,784 shares (about $337.80K) Largest Sales this Quarter PIMCO Intermediate Municipal Bond Exchange-Traded Fund 27,503 shares (about $1.37M)Apple 630 shares (about $209.80K)McKesson 60 shares (about $51.23K)Bank Of Montreal 180 shares (about $30.11K)iShares Russell 3000 ETF 47 shares (about $20.29K) 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$16,114,775$142,960 ▲0.9%43,0609.8%ETFDFA INVT DIMENSIONS GROUP IN$13,934,100$13,934,100 ▲New Holding371,8738.5%U.S. SML CP VALVEAVanguard FTSE Developed Markets ETF$13,341,867$337,797 ▲2.6%188,9528.1%ETFAVEMAvantis Emerging Markets Equity ETF$8,844,426$248,588 ▲2.9%94,0705.4%ETFAVDVAvantis International Small Cap Value ETF$6,700,374$122,068 ▲1.9%61,2584.1%ETFDFUSDimensional U.S. Equity ETF$6,193,220$116,491 ▲1.9%74,5903.8%ETFMUBiShares National Muni Bond ETF$5,995,028$1,680,181 ▲38.9%59,2983.6%ETFDISVDimensional International Small Cap Value ETF$5,836,858$36,147 ▲0.6%134,8323.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$5,557,116$113,441 ▲2.1%139,9073.4%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$5,286,520$1,366,624 ▼-20.5%106,3903.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,656,328$261,870 ▲6.0%59,4602.8%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$4,560,734$268,845 ▲6.3%167,1822.8%ETFDFICDimensional International Core Equity 2 ETF$4,402,090$177,933 ▲4.2%117,0462.7%ETFAVUVAvantis U.S. Small Cap Value ETF$4,357,161$138,734 ▲3.3%36,9972.7%ETFBNDXVanguard Total International Bond ETF$3,975,238$388,319 ▲10.8%84,8142.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,475,971$168,870 ▲5.1%44,9962.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,363,225$184,921 ▲5.8%68,3302.0%ETFAAPLApple$3,299,596$209,805 ▼-6.0%9,9082.0%TechnologyIWViShares Russell 3000 ETF$2,899,461$20,288 ▼-0.7%6,7171.8%ETFDFATDimensional U.S. Targeted Value ETF$2,888,517$88,165 ▲3.1%43,4761.8%ETFSUBiShares Short-Term National Muni Bond ETF$2,708,632$264,695 ▲10.8%25,9101.6%ETFDFGRDimensional Global Real Estate ETF$2,443,333$112,338 ▲4.8%90,3271.5%ETFVWOVanguard FTSE Emerging Markets ETF$2,143,938$7,117 ▼-0.3%36,1481.3%ETFAVDEAvantis International Equity ETF$2,100,134$147,783 ▲7.6%23,3061.3%ETFAVUSAvantis U.S. Equity ETF$1,971,231$82,620 ▲4.4%15,3891.2%ETFMSFTMicrosoft$1,907,184$12,824 ▲0.7%3,7181.2%TechnologySLYVSPDR S&P 600 Small Cap Value ETF$1,601,917$82,231 ▲5.4%15,6821.0%ETFDFACDimensional U.S. Core Equity 2 ETF$1,571,4780.0%35,3541.0%ETFSCHFSchwab International Equity ETF$1,453,781$96,366 ▲7.1%52,9220.9%ETFAMZNAmazon.com$1,413,428$19,932 ▲1.4%5,6730.9%Consumer DiscretionaryDFIVDimensional International Value ETF$1,121,6690.0%20,0800.7%ETFIVViShares Core S&P 500 ETF$938,9330.0%1,2260.6%ETFSPYSPDR S&P 500 ETF Trust$903,717$11,439 ▲1.3%1,1850.5%ETFSTIPiShares 0-5 Year TIPS Bond ETF$847,516$43,866 ▲5.5%8,5010.5%ETFSCHESchwab Emerging Markets Equity ETF$804,262$7,946 ▼-1.0%22,0650.5%ETFAVREAvantis Real Estate ETF$800,111$18,671 ▲2.4%18,0410.5%ETFQQQInvesco QQQ$739,3280.0%9990.4%ETFIWBiShares Russell 1000 ETF$712,8310.0%1,7130.4%ETFVBRVanguard Small-Cap Value ETF$697,2490.0%3,0180.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$667,066$3,176 ▲0.5%13,0210.4%ETFBMOBank Of Montreal$665,655$30,105 ▼-4.3%3,9800.4%FinanceNVDANVIDIA$559,776$97,064 ▲21.0%2,4510.3%TechnologyNETCloudflare$538,2840.0%1,5500.3%TechnologyDFUVDimensional US Marketwide Value ETF$514,9650.0%9,3630.3%ETFREETiShares Global REIT ETF$486,144$29,777 ▲6.5%18,8570.3%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$478,443$55,980 ▲13.3%10,2560.3%ETFMCKMcKesson$469,596$51,229 ▼-9.8%5500.3%HealthcareMETAMeta Platforms$469,345$14,508 ▲3.2%6470.3%Communication ServicesSCHOSchwab Short-Term U.S. Treasury ETF$454,359$7,182 ▲1.6%19,0430.3%ETFFISFidelity National Information Services$434,280$1,612 ▼-0.4%13,2000.3%FinanceTSLATesla$423,644$71,672 ▲20.4%1,1940.3%Consumer DiscretionaryAMDAdvanced Micro Devices$420,280$15,294 ▼-3.5%6870.3%TechnologyGOOGLAlphabet$401,886$13,763 ▲3.5%1,1680.2%Communication ServicesVGSHVanguard Short-Term Treasury ETF$394,776$69,710 ▲21.4%6,8580.2%ETFDFASDimensional U.S. Small Cap ETF$364,2140.0%4,7040.2%ETFPFEPfizer$360,607$3,936 ▲1.1%12,6440.2%HealthcareSPACE EXPLORATION TECHN CORP$346,844$346,844 ▲New Holding2,2990.2%CLASS A COM STKMELIMercadoLibre$321,5070.0%1860.2%Consumer DiscretionarySCHPSchwab U.S. TIPS ETF$304,6510.0%12,1230.2%ETFIEFAiShares Core MSCI EAFE ETF$303,9130.0%3,1370.2%ETFSDYSPDR S&P Dividend ETF$302,4820.0%2,0650.2%ETFAVAAvista$284,1940.0%8,0990.2%UtilitiesEFAiShares MSCI EAFE ETF$263,3620.0%2,5350.2%ETFAVGOBroadcom$242,3220.0%6900.1%TechnologyIJRiShares Core S&P Small-Cap ETF$239,4310.0%1,7600.1%ETFCSCOCisco Systems$237,3250.0%2,2050.1%TechnologyVSSVanguard FTSE All-World ex-US Small-Cap ETF$235,980$7,763 ▼-3.2%1,5200.1%ETFIAGGiShares Core International Aggregate Bond ETF$230,2070.0%4,6790.1%ETFVOOVanguard S&P 500 ETF$229,529$229,529 ▲New Holding3270.1%ETFHDHome Depot$201,704$4,267 ▲2.2%7090.1%Consumer DiscretionaryDFSVDimensional US Small Cap Value ETF$0$14,033,286 ▼-100.0%00.0%ETFLAM RESEARCH CORP$0$253,067 ▼-100.0%00.0%COM NEWShowing largest 100 holdings. 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