Avant Financial Advisors LLC
CIK: 0002063243SEC EDGAR →
Portfolio Value
$139.1B
Holdings
67
As of
Q4 2025
New Positions
67
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 41,790 | $14.0B | 10.07% |
| 2 | VANGUARD TAX-MANAGED FDS | 183,841 | $11.5B | 8.25% |
| 3 | DIMENSIONAL ETF TRUST | 314,848 | $10.4B | 7.44% |
| 4 | AMERICAN CENTY ETF TR | 83,312 | $6.4B | 4.61% |
| 5 | PIMCO ETF TR | 121,730 | $6.4B | 4.58% |
| 6 | AMERICAN CENTY ETF TR | 57,198 | $5.4B | 3.86% |
| 7 | DIMENSIONAL ETF TRUST | 69,427 | $5.1B | 3.70% |
| 8 | DIMENSIONAL ETF TRUST | 133,502 | $5.1B | 3.65% |
| 9 | DIMENSIONAL ETF TRUST | 137,037 | $4.5B | 3.26% |
| 10 | VANGUARD SCOTTSDALE FDS | 47,812 | $4.0B | 2.88% |
Quarterly Changes
New Positions (67)
$14.0B · 42K shares
$11.5B · 184K shares
$10.4B · 315K shares
$6.4B · 83K shares
$6.4B · 122K shares
$5.4B · 57K shares
$5.1B · 69K shares
$5.1B · 134K shares
$4.5B · 137K shares
$4.0B · 48K shares
$3.8B · 132K shares
$3.7B · 108K shares
$3.6B · 35K shares
$3.4B · 70K shares
$3.1B · 12K shares
$3.1B · 29K shares
$3.0B · 38K shares
$2.8B · 57K shares
$2.4B · 41K shares
$2.3B · 6K shares
$2.2B · 84K shares
$2.2B · 21K shares
$2.0B · 37K shares
$1.8B · 4K shares
$1.6B · 19K shares
$1.5B · 13K shares
$1.5B · 37K shares
$1.4B · 15K shares
$1.3B · 6K shares
$1.1B · 45K shares
$1.0B · 20K shares
$908.0M · 6K shares
$880.0M · 13K shares
$836.0M · 1K shares
$758.0M · 1K shares
$730.0M · 890 shares
$706.0M · 7K shares
$699.0M · 28K shares
$682.0M · 21K shares
$680.0M · 16K shares
$653.0M · 12K shares
$639.0M · 2K shares
$639.0M · 3K shares
$600.0M · 3K shares
$570.0M · 929 shares
$539.0M · 4K shares
$473.0M · 2K shares
$467.0M · 708 shares
$456.0M · 19K shares
$436.0M · 9K shares
$424.0M · 9K shares
$396.0M · 2K shares
$394.0M · 877 shares
$374.0M · 186 shares
$372.0M · 940 shares
$327.0M · 5K shares
$314.0M · 12K shares
$312.0M · 8K shares
$311.0M · 13K shares
$287.0M · 2K shares
$280.0M · 3K shares
$247.0M · 2K shares
$243.0M · 3K shares
$233.0M · 5K shares
$231.0M · 670 shares
$215.0M · 626 shares
$202.0M · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 50 | $126.9B | 91.2% |
| Technology | 6 | $6.9B | 5.0% |
| Consumer Cyclical | 3 | $1.9B | 1.4% |
| Unknown | 4 | $1.6B | 1.1% |
| Healthcare | 2 | $1.0B | 0.7% |
| Communication Services | 1 | $467.0M | 0.3% |
| Utilities | 1 | $312.0M | 0.2% |