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 Financial Advisors LLC (CIK 2063243) reported $142.2M across 65 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($13.7M, 9.64%), VEA ($11.9M, 8.35%), DFSV ($11.6M, 8.14%), AVEM ($7.0M, 4.89%), MUNI ($6.7M, 4.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $13.7M | 9.64% | 42,744 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $11.9M | 8.35% | 185,389 | Added |
| 3 | DFSV | DIMENSIONAL ETF TRUST | $11.6M | 8.14% | 330,577 | Added |
| 4 | AVEM | AMERICAN CENTY ETF TR | $7.0M | 4.89% | 86,316 | Added |
| 5 | MUNI | PIMCO ETF TR | $6.7M | 4.70% | 127,965 | Added |
| 6 | AVDV | AMERICAN CENTY ETF TR | $5.9M | 4.12% | 58,739 | Added |
| 7 | DISV | DIMENSIONAL ETF TRUST | $5.2M | 3.68% | 132,700 | Trimmed |
| 8 | DFUS | DIMENSIONAL ETF TRUST | $5.0M | 3.49% | 69,985 | Added |
| 9 | DFEM | DIMENSIONAL ETF TRUST | $4.7M | 3.34% | 137,473 | Added |
| 10 | MUB | ISHARES TR | $4.5M | 3.19% | 42,716 | Added |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | $4.0M | 2.84% | 48,900 | Added |
| 12 | SPTI | SPDR SERIES TRUST | $3.9M | 2.75% | 136,663 | Added |
| 13 | AVUV | AMERICAN CENTY ETF TR | $3.9M | 2.73% | 35,170 | Added |
| 14 | DFIC | DIMENSIONAL ETF TRUST | $3.8M | 2.70% | 107,924 | Added |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | $3.5M | 2.49% | 73,710 | Added |
| 16 | VCSH | VANGUARD SCOTTSDALE FDS | $3.1M | 2.20% | 39,397 | Added |
| 17 | VTIP | VANGUARD MALVERN FDS | $3.1M | 2.15% | 61,323 | Added |
| 18 | AAPL | APPLE INC | $2.9M | 2.06% | 11,563 | Hold |
| 19 | DFAT | DIMENSIONAL ETF TRUST | $2.5M | 1.78% | 40,611 | Trimmed |
| 20 | IWV | ISHARES TR | $2.4M | 1.69% | 6,482 | Added |
| 21 | SUB | ISHARES TR | $2.3M | 1.61% | 21,562 | Added |
| 22 | DFGR | DIMENSIONAL ETF TRUST | $2.3M | 1.59% | 85,077 | Added |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $2.0M | 1.40% | 36,916 | Trimmed |
| 24 | AVDE | AMERICAN CENTY ETF TR | $1.6M | 1.16% | 19,446 | Added |
| 25 | AVUS | AMERICAN CENTY ETF TR | $1.5M | 1.06% | 13,527 | Added |
Source: SEC Form 13F filings · as of 2026-03-31