Avant Financial Advisors LLC Portfolio Holdings

Avant Financial Advisors LLC

  • $110 Billion
  • Q1 2025

Avant Financial Advisors LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $110 Billion distributed in 64 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 $10.7B, Vanguard Ftse Developed Market with a value of $9.32B, Dimensional ETF Tr Dimensional with a value of $7.54B, American Centy ETF Tr Avantis with a value of $4.55B, and Ishares National Muni Bond ETF with a value of $4.43B.

Examining the 13F form we can see an increase of $1.41B in the current position value, from $109B to 110B.

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 $110 Billion
ETFs: $97.3 Billion
Technology: $6.28 Billion
Consumer Cyclical: $1.93 Billion
Healthcare: $1.21 Billion
Communication Services: $457 Million
Utilities: $339 Million
Real Estate: $290 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.7 Billion 9.74% of portfolio
39,058
Q1 2025 Added 0.92%
$0
$9.32 Billion 8.45% of portfolio
183,270
Q1 2025 Added 2.19%
$0
$7.54 Billion 6.84% of portfolio
267,845
Q1 2025 Added 3.51%
$0
$4.55 Billion 4.13% of portfolio
75,614
Q1 2025 Added 7.62%
$0
$4.43 Billion 4.02% of portfolio
42,010
Q1 2025 Added 7.71%
$0
$4.15 Billion 3.76% of portfolio
68,545
Q1 2025 Added 1.05%
$0
$3.88 Billion 3.51% of portfolio
133,079
Q1 2025 Reduced 0.06%
$0
$3.86 Billion 3.5% of portfolio
55,359
Q1 2025 Added 7.0%
$3.27T
$3.83 Billion 3.47% of portfolio
17,227
Q1 2025 Reduced 4.12%
$0
$3.53 Billion 3.2% of portfolio
133,417
Q1 2025 Added 0.24%
$0
$3.35 Billion 3.04% of portfolio
41,001
Q1 2025 Added 10.51%
$0
$3.17 Billion 2.88% of portfolio
111,027
Q1 2025 Added 9.89%
$0
$3.01 Billion 2.73% of portfolio
108,370
Q1 2025 Reduced 0.73%
$0
$2.81 Billion 2.55% of portfolio
54,443
Q1 2025 Reduced 8.55%
$0
$2.78 Billion 2.52% of portfolio
35,162
Q1 2025 Added 6.05%
$0
$2.64 Billion 2.39% of portfolio
54,052
Q1 2025 Added 29.61%
$0
$2.14 Billion 1.94% of portfolio
42,872
Q1 2025 Added 5.0%
$0
$2.11 Billion 1.92% of portfolio
41,062
Q1 2025 Reduced 0.22%
Dimensional ETF Trust
-
$1.89 Billion 1.71% of portfolio
-
Q1 2025 Added 8.43%
$0
$1.84 Billion 1.67% of portfolio
23,466
Q1 2025 Added 38.15%
$0
$1.63 Billion 1.48% of portfolio
5,127
Q1 2025 Added 3.43%
$0
$1.52 Billion 1.38% of portfolio
33,549
Q1 2025 Reduced 2.73%
$0
$1.48 Billion 1.34% of portfolio
14,004
Q1 2025 Added 3.74%
$3.45T
$1.39 Billion 1.26% of portfolio
3,697
Q1 2025 Reduced 4.37%
$0
$1.31 Billion 1.19% of portfolio
39,800
Q1 2025 Reduced 3.59%
$0
$1.19 Billion 1.08% of portfolio
17,932
Q1 2025 Added 5.11%
$2.1T
$1.05 Billion 0.95% of portfolio
5,493
Q1 2025 Added 1.85%
$0
$1.02 Billion 0.92% of portfolio
11,027
Q1 2025 Added 3.67%
$0
$940 Million 0.85% of portfolio
47,521
Q1 2025 Added 1.74%
$0
$801 Million 0.73% of portfolio
6,213
Q1 2025 Added 0.66%
$0
$790 Million 0.72% of portfolio
20,080
Q4 2024 New
$0
$687 Million 0.62% of portfolio
1,222
Q1 2025 Added 0.91%
$103B
$682 Million 0.62% of portfolio
1,014
Q4 2024 New
$0
$639 Million 0.58% of portfolio
12,195
Q4 2024 New
$0
$629 Million 0.57% of portfolio
25,922
Q1 2025 Reduced 0.37%
$0
$623 Million 0.56% of portfolio
1,113
Q1 2025 Reduced 0.45%
$0
$562 Million 0.51% of portfolio
3,018
Q4 2024 New
$0
$545 Million 0.49% of portfolio
12,665
Q1 2025 Added 0.72%
$0
$541 Million 0.49% of portfolio
19,634
Q1 2025 Added 3.67%
$0
$525 Million 0.48% of portfolio
1,713
Q1 2025 Added 2.45%
$0
$530 Million 0.48% of portfolio
5,125
Q1 2025 Added 3.22%
$0
$523 Million 0.47% of portfolio
2,698
Q1 2025 Added 0.48%
$48.7B
$504 Million 0.46% of portfolio
6,749
Q1 2025 Reduced 9.4%
$0
$456 Million 0.41% of portfolio
18,742
Q4 2024 New
$1.5T
$457 Million 0.41% of portfolio
792
Q1 2025 Reduced 6.6%
$0
$426 Million 0.39% of portfolio
909
Q4 2024 New
$0
$386 Million 0.35% of portfolio
9,363
Q4 2024 New
$131B
$363 Million 0.33% of portfolio
186
Q4 2024 New
$2.8B
$339 Million 0.31% of portfolio
8,099
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $110 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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