StockDriftsStockDriftsTop 50 Avant Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 9.84% | 42.7K | $15.8M | -0.15%(-66) | $289.51(+31.96%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 8.74% | 361.8K | $14.0M | +9.44%(+31.20K) | $31.16(+29.80%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.17% | 184.2K | $13.1M | -0.66%(-1.22K) | $50.43(+44.72%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 5.49% | 91.4K | $8.8M | +5.92%(+5.11K) | $64.03(+44.48%) | 2026-06-30 | |
| MUNI | PIMCO ETF TR | 4.39% | 133.9K | $7.0M | +4.63%(+5.93K) | $52.10(-0.40%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.86% | 60.1K | $6.2M | +2.39%(+1.40K) | $69.94(+56.98%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.74% | 73.2K | $6.0M | +4.58%(+3.20K) | $63.60(+33.04%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.47% | 137.1K | $5.6M | -0.31%(-422) | $27.29(+44.40%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 3.35% | 134.0K | $5.4M | +0.98%(+1.30K) | $28.03(+56.25%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.89% | 56.1K | $4.6M | +14.76%(+7.22K) | $82.20(-1.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.44% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.11% |
Avant Financial Advisors LLC reports $160.55M in US-listed equity holdings across 69 positions in its most recent 13F filing. Its largest disclosed positions are VTI (9.8%), DFSV (8.7%) and VEA (8.2%). The top 20 holdings account for 76.95% of reported assets. Its disclosed equity book has returned +27.44% cumulatively over 6 quarters. 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 Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2063243). View Avant Financial Advisors LLC’s 13F filings on SEC