StockDriftsStockDriftsTop 50 Avant Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | 6.65% | 111.1K | $10.6M | -0.71%(-796) | $71.20(+39.91%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 5.75% | 289.5K | $9.2M | -1.54%(-4.51K) | $25.76(+33.39%) | 2026-06-30 | |
| MTUM | ISHARES TR | 5.11% | 23.8K | $8.2M | +0.11%(+26) | $179.15(+79.84%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 4.93% | 36.1K | $7.9M | +0.11%(+39) | $145.35(+56.53%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 4.52% | 207.4K | $7.2M | +0.26%(+529) | $23.80(+48.82%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 4.4% | 225.6K | $7.0M | +0.05%(+109) | $19.23(+69.25%) | 2026-06-30 | |
| USMV | ISHARES TR | 4.24% | 70.2K | $6.8M | -2.50%(-1.80K) | $76.94(+30.93%) | 2026-06-30 | |
| QUAL | ISHARES TR | 3.89% | 28.3K | $6.2M | -2.51%(-728) | $137.52(+63.63%) | 2026-06-30 | |
| MGV | VANGUARD WORLD FD | 3.51% | 34.3K | $5.6M | -1.76%(-613) | $105.79(+59.17%) | 2026-06-30 | |
| VOOV | VANGUARD ADMIRAL FDS INC | 3.5% | 25.5K | $5.6M | -1.05%(-269) | $151.93(+51.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.82% | +32.44% | — | — | +10.69% |
| Top 20 Holdings Unweighted | +10.62% | +35.35% | — | — | +12.06% |
Avant Capital LLC reports $159.62M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are DGRW (6.7%), SCHD (5.8%) and MTUM (5.1%). The top 20 holdings account for 71.3% of reported assets. Its disclosed equity book has returned +32.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Avant Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1653443). View Avant Capital LLC’s 13F filings on SEC