Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Avant Capital LLC (CIK 1653443) reported $142.2M across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DGRW ($9.8M, 6.91%), SCHD ($9.0M, 6.34%), VTV ($7.1M, 4.98%), USMV ($6.7M, 4.70%), SCHV ($6.3M, 4.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | $9.8M | 6.91% | 111,860 | Added |
| 2 | SCHD | SCHWAB STRATEGIC TR | $9.0M | 6.34% | 294,028 | Trimmed |
| 3 | VTV | VANGUARD INDEX FDS | $7.1M | 4.98% | 36,092 | Trimmed |
| 4 | USMV | ISHARES TR | $6.7M | 4.70% | 72,021 | Trimmed |
| 5 | SCHV | SCHWAB STRATEGIC TR | $6.3M | 4.44% | 206,905 | Trimmed |
| 6 | FNDX | SCHWAB STRATEGIC TR | $6.3M | 4.42% | 225,480 | Trimmed |
| 7 | MTUM | ISHARES TR | $5.7M | 4.01% | 23,760 | Trimmed |
| 8 | QUAL | ISHARES TR | $5.6M | 3.91% | 28,994 | Trimmed |
| 9 | VOOV | VANGUARD ADMIRAL FDS INC | $5.2M | 3.69% | 25,721 | Added |
| 10 | MGV | VANGUARD WORLD FD | $5.1M | 3.56% | 34,891 | Trimmed |
| 11 | SCHB | SCHWAB STRATEGIC TR | $4.7M | 3.30% | 187,051 | Trimmed |
| 12 | VTI | VANGUARD INDEX FDS | $4.3M | 2.99% | 13,267 | Trimmed |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $4.1M | 2.92% | 19,291 | Trimmed |
| 14 | REGL | PROSHARES TR | $3.8M | 2.66% | 43,726 | Trimmed |
| 15 | TSLA | TESLA INC | $3.6M | 2.55% | 9,765 | Added |
| 16 | NOBL | PROSHARES TR | $3.5M | 2.47% | 33,153 | Trimmed |
| 17 | DLN | WISDOMTREE TR | $3.4M | 2.37% | 37,766 | Trimmed |
| 18 | VOE | VANGUARD INDEX FDS | $3.0M | 2.11% | 16,298 | Trimmed |
| 19 | SCHG | SCHWAB STRATEGIC TR | $2.8M | 1.99% | 97,171 | Trimmed |
| 20 | DTD | WISDOMTREE TR | $2.7M | 1.88% | 31,005 | Trimmed |
| 21 | SPLV | INVESCO EXCH TRADED FD TR II | $2.3M | 1.61% | 31,275 | Trimmed |
| 22 | MGK | VANGUARD WORLD FD | $2.2M | 1.55% | 5,981 | Trimmed |
| 23 | OUSA | ALPS ETF TR | $2.0M | 1.40% | 35,838 | Trimmed |
| 24 | XOM | EXXON MOBIL CORP | $1.9M | 1.33% | 11,117 | Added |
| 25 | VUG | VANGUARD INDEX FDS | $1.8M | 1.26% | 4,106 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31