Avant Financial Advisors LLC Incresed Positions in Q4 2025

Avant Financial Advisors LLC

  • $139 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
18.5K
+ 17.88%
$52.21 - $52.72 $964K - $974K
122K $6.38B
VTI
Vanguard Total Stock Market Et

ETFs
1.71K
+ 4.27%
$321.8 - $337.95 $551K - $578K
41.8K $14B
FIS
Fidelity National Information Services, Inc.

Technology
6.5K
+ 96.31%
$61.5 - $68.57 $400K - $446K
13.2K $881M
DISV
Dimensional ETF Tr Dimensional

ETFs
1.32K
+ 1.0%
$35.06 - $36.3 $46.3K - $48K
134K $5.07B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
12.2K
+ 10.2%
$28.79 - $29.13 $353K - $357K
132K $3.82B
VCIT
Vanguard Intermediate Term Cor

ETFs
3.67K
+ 8.32%
$83.45 - $84.82 $307K - $312K
47.8K $4B
SUB
Ishares Short Term National Mu

ETFs
2.65K
+ 14.82%
$106.22 - $106.81 $281K - $283K
20.5K $2.19B
BMO
Bank Of Montreal

Financial Services
2.08K
+ 100.0%
$122.49 - $130.46 $255K - $271K
4.16K $540M
MUB
Ishares National Muni Bond ETF

ETFs
2.26K
+ 8.47%
$106.36 - $107.61 $241K - $244K
29K $3.11B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.69K
+ 1.25%
$31.28 - $33.46 $52.9K - $56.5K
137K $4.53B
AVUV
American Centy ETF Tr Avantis

ETFs
439
+ 1.27%
$95.19 - $100.66 $41.8K - $44.2K
35.1K $3.58B
AVUS
American Centy ETF Tr Avantis

ETFs
631
+ 4.93%
$105.96 - $111.17 $66.9K - $70.1K
13.4K $1.5B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.08K
+ 5.9%
$52.54 - $55.77 $109K - $116K
37.3K $2.01B
IWV
Ishares Russell 3000 ETF

ETFs
126
+ 2.21%
$371.33 - $389.89 $46.8K - $49.1K
5.84K $2.26B
BNDX
Vanguard Total International B

ETFs
3.47K
+ 5.19%
$49.3 - $49.91 $171K - $173K
70.4K $3.4B
AVDE
American Centy ETF Tr Avantis

ETFs
222
+ 1.16%
$77.65 - $81.2 $17.2K - $18K
19.4K $1.6B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
836
+ 2.27%
$79.55 - $80.13 $66.5K - $67K
37.7K $3.01B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
408
+ 0.91%
$23.02 - $24.23 $9.39K - $9.89K
45.2K $1.09B
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.5K
+ 14.39%
$26.75 - $27.15 $40K - $40.6K
11.9K $315M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
616
+ 7.48%
$47.86 - $48.14 $29.5K - $29.7K
8.85K $425M
QQQ
Invesco Qqq Trust, Series 1

ETFs
20
+ 2.2%
$589.5 - $635.77 $11.8K - $12.7K
929 $571M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
41
+ 0.65%
$137.47 - $143.13 $5.64K - $5.87K
6.33K $909M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.01K
+ 5.09%
$32.35 - $34.37 $32.6K - $34.7K
20.8K $683M
VIG
Vanguard Dividend Appreciation

ETFs
22
+ 0.81%
N/A
2.73K $600M
AVRE
American Centy ETF Tr Avantis
592
+ 3.94%
$43.28 - $45.31 $25.6K - $26.8K
15.6K $681M
TSLA
Tesla, Inc.

Consumer Cyclical
12
+ 1.39%
$401.99 - $468.37 $4.82K - $5.62K
877 $394M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
84
+ 1.23%
$102.72 - $103.6 $8.63K - $8.7K
6.9K $706M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
23
+ 0.19%
$52.76 - $53.18 $1.21K - $1.22K
12.4K $654M
REET
Ishares Global Reit ETF

ETFs
136
+ 0.49%
$24.8 - $26.02 $3.37K - $3.54K
28K $699M
Dimensional ETF Trust
299
+ 0.36%
N/A
83.9K $2.22B
MSFT
Microsoft Corp

Technology
2
+ 0.05%
$496.82 - $542.07 $994 - $1.08K
3.7K $1.79B
Activity Summary
Buys All Purchases 35 New Holdings 3 Increased Positions 32 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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