Avant Financial Advisors LLC 13F Holdings

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.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD TOTAL STOCK MKT ETFVTI—40,079 3.2M9.91%
VANGUARD TAX-MANAGED FUNDSVEA—184,034 1.0M8.31%
DIMENSIONAL US SMALL CAP VALUE ETFDFSV—326,860 0.4M7.84%
AVANTIS EMERGING MARKETS EQUITY ETFAVEMEquity83,929$6.3M4.75%
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDMUNI—103,264$5.4M4.07%
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFAVDVEquity59,150$5.3M3.97%
DIMENSIONAL US EQUITY MARKET ETFDFUS—70,706$5.1M3.86%
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETFDISV—132,180$4.7M3.55%
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFDFEM—135,347$4.3M3.27%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUNDVCIT—44,139$3.7M2.80%
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFDFIC—108,110$3.5M2.67%
STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETFSPTI—120,043$3.5M2.61%
AVANTIS US SMALL CAP VALUE ETFAVUV—34,650$3.4M2.60%
VANGUARD CHARLOTTE FUNDSBNDX—66,960$3.3M2.49%
APPLE INCAAPLTechnology12,668$3.2M2.43%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDVCSH—36,906$2.9M2.22%
ISHARES NATIONAL MUNI BOND ETFMUB—26,734$2.8M2.14%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUNDVTIP—52,931$2.7M2.02%
DIMENSIONAL US TARGETED VALUE ETFDFAT—41,627$2.4M1.83%
DIMENSIONAL GLOBAL REAL ESTATE ETFDFGR—83,554$2.3M1.72%
ISHARES RUSSELL 3000 ETFIWV—5,712$2.2M1.63%
MICROSOFT CORPMSFTTechnology3,700 .9M1.44%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—35,259 .9M1.44%
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSUB—17,855 .9M1.44%
AVANTIS INTERNATIONAL EQUITY ETFAVDEEquity19,190 .5M1.14%