Avant Financial Advisors LLC 13F Holdings
CIK 0002063243 · AUSTIN, TX
As of Sep 30, 2025, Avant Financial Advisors LLC reported 65 positions worth
CIK 0002063243 · AUSTIN, TX
As of Sep 30, 2025, Avant Financial Advisors LLC reported 65 positions worth
32.7M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 40,079 | 3.2M | 9.91% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 184,034 | 1.0M | 8.31% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 326,860 | 0.4M | 7.84% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 83,929 | $6.3M | 4.75% |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | MUNI | — | 103,264 | $5.4M | 4.07% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 59,150 | $5.3M | 3.97% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 70,706 | $5.1M | 3.86% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 132,180 | $4.7M | 3.55% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 135,347 | $4.3M | 3.27% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 44,139 | $3.7M | 2.80% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 108,110 | $3.5M | 2.67% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF | SPTI | — | 120,043 | $3.5M | 2.61% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 34,650 | $3.4M | 2.60% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 66,960 | $3.3M | 2.49% |
| APPLE INC | AAPL | Technology | 12,668 | $3.2M | 2.43% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 36,906 | $2.9M | 2.22% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 26,734 | $2.8M | 2.14% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 52,931 | $2.7M | 2.02% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 41,627 | $2.4M | 1.83% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 83,554 | $2.3M | 1.72% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 5,712 | $2.2M | 1.63% |
| MICROSOFT CORP | MSFT | Technology | 3,700 | .9M | 1.44% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 35,259 | .9M | 1.44% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 17,855 | .9M | 1.44% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 19,190 | .5M | 1.14% |