Avant Financial Advisors LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 65 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 $13.2B, Vanguard Ftse Developed Market with a value of $11B, Dimensional ETF Tr Dimensional with a value of $10.4B, American Centy ETF Tr Avantis with a value of $6.3B, and Pimco ETF Tr Inter Mun Bd Acti with a value of $5.4B.

Examining the 13F form we can see an increase of $11.4B in the current position value, from $121B to 133B.

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 $133 Billion
ETFs: $118 Billion
Technology: $6.72 Billion
Consumer Cyclical: $2.37 Billion
Healthcare: $1.31 Billion
Communication Services: $541 Million
Utilities: $306 Million
Financial Services: $271 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 65
  • Current Value $133 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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