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AVANT FINANCIAL ADVISORS LLC 13F portfolio summary

AVANT FINANCIAL ADVISORS LLC of AVANT FINANCIAL ADVISORS LLC has 65 current stock holdings with a reported portfolio value of $142.2M. The portfolio 1 year return is +17.11%. Top holdings include SPY (0.00%), QQQ (0.00%), VTI (9.73%), VEA (8.43%), DFSV (8.22%).

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AVANT FINANCIAL ADVISORS LLC

AVANT FINANCIAL ADVISORS LLC
Latest filing: 2026-03-31

AVANT FINANCIAL ADVISORS LLC runs AVANT FINANCIAL ADVISORS LLC and currently holds 65 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $142.24M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. AVANT FINANCIAL ADVISORS LLC ranks #926 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, AVANT FINANCIAL ADVISORS LLC's portfolio at AVANT FINANCIAL ADVISORS LLC has delivered returns of +17.11%. Their 3-year annualized return is +15.67%. Looking at the 5-year horizon, AVANT FINANCIAL ADVISORS LLC has achieved +15.67% annualized returns at AVANT FINANCIAL ADVISORS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.11%
#785/1000
3 Year
+15.67%
#927/1000
5 Year
+15.67%
#921/1000

Portfolio Value

$142.24M

Alpha Score

14.4

#926 of 1000

Holdings

65

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change