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AVANT FINANCIAL ADVISORS LLC
AVANT FINANCIAL ADVISORS LLC
Latest filing: 2026-06-30
AVANT FINANCIAL ADVISORS LLC runs AVANT FINANCIAL ADVISORS LLC and currently holds 69 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $160.55M. Their top holdings are VTI, DFSV, VEA, AVEM, MUNI. The top five represent 36.6% of reported portfolio weight. AVANT FINANCIAL ADVISORS LLC ranks #883 out of 1000 investors tracked by Alpha Score. In the most recent quarter, AVANT FINANCIAL ADVISORS LLC initiated 5 new positions. They added to 31 existing positions. They trimmed 14 positions. Their current best-performing preview position is BMO with returns of +30.56%.
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69 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VTI VANGUARD INDEX FDS | 9.84% | $292.77 | $378.25 | +29.20% | Trimmed -0.15% |
 DFSV DIMENSIONAL ETF TRUST | 8.74% | $31.48 | $40.29 | +27.97% | Added +9.44% |
 VEA VANGUARD TAX-MANAGED FDS | 8.17% | $48.07 | $73.43 | +52.76% | Trimmed -0.66% |
 AVEM AMERICAN CENTY ETF TR | 5.49% | $62.78 | $94.23 | +50.10% | Added +5.92% |
 MUNI PIMCO ETF TR | 4.39% | $52.14 | $51.72 | -0.82% | Added +4.63% |
 AVDV AMERICAN CENTY ETF TR | 3.86% | $68.18 | $111.97 | +64.23% | Added +2.39% |
 DFUS DIMENSIONAL ETF TRUST | 3.74% | $64.67 | $83.66 | +29.36% | Added +4.58% |
 DFEM DIMENSIONAL ETF TRUST | 3.47% | $26.37 | $39.90 | +51.31% | Trimmed -0.31% |
 DISV DIMENSIONAL ETF TRUST | 3.35% | $26.84 | $44.49 | +65.76% | Added +0.98% |
 VCIT VANGUARD SCOTTSDALE FDS | 2.89% | $81.14 | $81.05 | -0.11% | Added +14.76% |
Showing 1-10 of 69