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Avant Financial Advisors LLC
Updated 3 days agoManaged by Avant Financial Advisors Llc • Latest filing Q3 2026
Portfolio value
$164.4M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $132.7M |
| Q4 2025 | $139.1M |
| Q1 2026 | $142.2M |
| Q2 2026 | $160.6M |
| Q3 2026 | $164.4M |
Top holdings
70 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $16.1M | 43.1K | 9.80% | — | |
| 2 | ? N/A DFA INVT DIMENSIONS GROUP IN | $13.9M | 371.9K | 8.48% | — |
| 3 | $13.3M | 189.0K | 8.12% | — | |
| 4 | ? N/A AMERICAN CENTY ETF TR | $8.8M | 94.1K | 5.38% | — |
| 5 | ? N/A AMERICAN CENTY ETF TR | $6.7M | 61.3K | 4.08% | — |
| 6 | $6.2M | 74.6K | 3.77% | — | |
| 7 | $6M | 59.3K | 3.65% | — | |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $5.8M | 134.8K | 3.55% | — |
| 9 | $5.6M | 139.9K | 3.38% | — | |
| 10 | $5.3M | 106.4K | 3.22% | — | |
| 11 | $4.7M | 59.5K | 2.83% | — | |
| 12 | $4.6M | 167.2K | 2.77% | — | |
| 13 | $4.4M | 117.0K | 2.68% | — | |
| 14 | $4.4M | 37.0K | 2.65% | — | |
| 15 | $4M | 84.8K | 2.42% | — | |
| 16 | $3.5M | 45.0K | 2.11% | — | |
| 17 | $3.4M | 68.3K | 2.05% | — | |
| 18 | $3.3M | 9.9K | 2.01% | — | |
| 19 | $2.9M | 6.7K | 1.76% | — | |
| 20 | $2.9M | 43.5K | 1.76% | — |