Avant Financial Advisors LLC Portfolio Holdings

Avant Financial Advisors LLC

  • $139 Billion
  • Q4 2025

Avant Financial Advisors LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $139 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $14B, Vanguard Ftse Developed Market with a value of $11.5B, Dimensional ETF Tr Dimensional with a value of $10.4B, American Centy ETF Tr Avantis with a value of $6.42B, and Pimco ETF Tr Inter Mun Bd Acti with a value of $6.38B.

Examining the 13F form we can see an increase of $6.39B in the current position value, from $133B to 139B.

Avant Financial Advisors LLC is based out at Austin, TX

Below you can find more details about Avant Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $139 Billion
ETFs: $125 Billion
Technology: $6.92 Billion
Consumer Cyclical: $2.29 Billion
Healthcare: $1.04 Billion
Financial Services: $540 Million
Communication Services: $467 Million
Utilities: $312 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14 Billion 10.07% of portfolio
41,790
Q4 2025 Added 4.27%
$0
$11.5 Billion 8.25% of portfolio
183,841
Q4 2025 Reduced 0.1%
$0
$10.4 Billion 7.44% of portfolio
314,848
Q4 2025 Reduced 3.67%
$0
$6.42 Billion 4.61% of portfolio
83,312
Q4 2025 Reduced 0.74%
$0
$6.38 Billion 4.59% of portfolio
121,730
Q4 2025 Added 17.88%
$0
$5.37 Billion 3.86% of portfolio
57,198
Q4 2025 Reduced 3.3%
$0
$5.15 Billion 3.7% of portfolio
69,427
Q4 2025 Reduced 1.81%
$0
$5.07 Billion 3.65% of portfolio
133,502
Q4 2025 Added 1.0%
$0
$4.53 Billion 3.26% of portfolio
137,037
Q4 2025 Added 1.25%
$0
$4 Billion 2.88% of portfolio
47,812
Q4 2025 Added 8.32%
$0
$3.82 Billion 2.74% of portfolio
132,292
Q4 2025 Added 10.2%
$0
$3.71 Billion 2.66% of portfolio
107,598
Q4 2025 Reduced 0.47%
$0
$3.58 Billion 2.57% of portfolio
35,089
Q4 2025 Added 1.27%
$0
$3.4 Billion 2.45% of portfolio
70,433
Q4 2025 Added 5.19%
$4.3T
$3.14 Billion 2.26% of portfolio
11,563
Q4 2025 Reduced 8.72%
$0
$3.11 Billion 2.23% of portfolio
28,998
Q4 2025 Added 8.47%
$0
$2.84 Billion 2.04% of portfolio
57,395
Q4 2025 Added 8.43%
$0
$2.43 Billion 1.75% of portfolio
40,857
Q4 2025 Reduced 1.85%
$0
$2.26 Billion 1.62% of portfolio
5,838
Q4 2025 Added 2.21%
Dimensional ETF Trust
-
$2.22 Billion 1.59% of portfolio
-
Q4 2025 Added 0.36%
$0
$2.19 Billion 1.57% of portfolio
20,501
Q4 2025 Added 14.82%
$0
$2.01 Billion 1.44% of portfolio
37,341
Q4 2025 Added 5.9%
$3.78T
$1.79 Billion 1.29% of portfolio
3,702
Q4 2025 Added 0.05%
$0
$1.6 Billion 1.15% of portfolio
19,412
Q4 2025 Added 1.16%
$0
$1.5 Billion 1.08% of portfolio
13,421
Q4 2025 Added 4.93%
$0
$1.48 Billion 1.06% of portfolio
37,285
Q4 2025 Reduced 0.67%
$0
$1.36 Billion 0.98% of portfolio
14,916
Q2 2025 Reduced 36.44%
$2.39T
$1.31 Billion 0.94% of portfolio
5,663
Q4 2025 Reduced 3.9%
$0
$1.09 Billion 0.78% of portfolio
45,169
Q4 2025 Added 0.91%
$0
$1 Billion 0.72% of portfolio
20,080
Q4 2024 New
$0
$909 Million 0.65% of portfolio
6,332
Q4 2025 Added 0.65%
$39.1B
$881 Million 0.63% of portfolio
13,249
Q4 2025 Added 96.31%
$0
$837 Million 0.6% of portfolio
1,222
Q1 2025 Added 0.91%
$0
$759 Million 0.55% of portfolio
1,113
Q1 2025 Reduced 0.45%
$121B
$730 Million 0.52% of portfolio
890
Q4 2025 Reduced 12.23%
$0
$706 Million 0.51% of portfolio
6,896
Q4 2025 Added 1.23%
$0
$699 Million 0.5% of portfolio
28,033
Q4 2025 Added 0.49%
$0
$681 Million 0.49% of portfolio
15,636
Q4 2025 Added 3.94%
$0
$683 Million 0.49% of portfolio
20,849
Q4 2025 Added 5.09%
$0
$654 Million 0.47% of portfolio
12,361
Q4 2025 Added 0.19%
$0
$639 Million 0.46% of portfolio
3,018
Q4 2024 New
$0
$640 Million 0.46% of portfolio
1,713
Q1 2025 Added 2.45%
$0
$600 Million 0.43% of portfolio
2,732
Q4 2025 Added 0.81%
$0
$571 Million 0.41% of portfolio
929
Q4 2025 Added 2.2%
$83.6B
$540 Million 0.39% of portfolio
4,160
Q4 2025 Added 100.0%
$1.37T
$467 Million 0.34% of portfolio
708
Q4 2025 Reduced 3.93%
$59.6B
$473 Million 0.34% of portfolio
2,400
Q4 2024 New
$0
$457 Million 0.33% of portfolio
18,742
Q4 2024 New
$0
$425 Million 0.31% of portfolio
8,853
Q4 2025 Added 7.48%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $139 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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