DOSSIER · 13F-HR · Q2 2026

Avant Financial Advisors LLC

$161M in tracked AUM across 69 positions as of Q2 2026.

AF
CIK 0002063243 · last filed Jun 30, 2026
Total AUM
$161M
as of Q2 2026
Holdings
69
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Avant Financial Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$16M43K9.8%
02
DFSV
DIMENSIONAL ETF TRUST
$14M362K8.7%
03
VEA
VANGUARD TAX-MANAGED FDS
$13M184K8.2%
04
AVEM
AMERICAN CENTY ETF TR
$9M91K5.5%
05
MUNI
PIMCO ETF TR
$7M134K4.4%
06
AVDV
AMERICAN CENTY ETF TR
$6M60K3.9%
07
DFUS
DIMENSIONAL ETF TRUST
$6M73K3.7%
08
DFEM
DIMENSIONAL ETF TRUST
$6M137K3.5%
09
DISV
DIMENSIONAL ETF TRUST
$5M134K3.3%
10
VCIT
VANGUARD SCOTTSDALE FDS
$5M56K2.9%

Filing history

2026Q2Jun 30
$161M 12.9%
69 positionsView →
2026Q1Mar 31
$142M 2.2%
65 positionsView →
2025Q4Dec 31
$139M 4.8%
67 positionsView →
2025Q3Sep 30
$133M 9.4%
65 positionsView →
2025Q2Jun 30
$121M 10.1%
64 positionsLocked
2025Q1Mar 31
$110M 1.3%
64 positionsLocked
2024Q4Dec 31
$109M
64 positionsLocked