account_balance

Investment manager · 13F filer · SEC CIK 2063243

Avant Financial Advisors LLC

Reported value$164Mas of Sep 30, 2026
Positions70 2 new, 1 sold out
Top 10 weight53.4%VTI alone is 10%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 9.8% Held
DFSV Dfa Invt Dimensions Group In 8.5% Added +3%
VEA Vanguard Tax-Managed FDS 8.1% Added +3%
AVEM American Centy ETF Tr 5.4% Added +3%
AVDV American Centy ETF Tr 4.1% Held
DFUS Dimensional ETF Trust 3.8% Held
MUB iShares Tr 3.6% Added +39%
DISV Dimensional ETF Trust 3.6% Held
DFEM Dimensional ETF Trust 3.4% Added +2%
MUNI Pimco ETF Tr 3.2% Trimmed −21%
VCIT Vanguard Scottsdale FDS 2.8% Added +6%
SPTI SPDR Series Trust 2.8% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Jul 9, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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