Avant Financial Advisors LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $121 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 $12.1B, Vanguard Ftse Developed Market with a value of $10.5B, Dimensional ETF Tr Dimensional with a value of $9.16B, American Centy ETF Tr Avantis with a value of $5.56B, and Ishares National Muni Bond ETF with a value of $4.93B.

Examining the 13F form we can see an increase of $11.1B in the current position value, from $110B to 121B.

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 $121 Billion
ETFs: $108 Billion
Technology: $6.3 Billion
Consumer Cyclical: $2.2 Billion
Healthcare: $1.26 Billion
Communication Services: $585 Million
Utilities: $307 Million
Financial Services: $230 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $121 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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