Avant Financial Advisors LLC Portfolio Holdings

Avant Financial Advisors LLC

  • $109 Billion
  • Q4 2024

Avant Financial Advisors LLC has filed its 13F form on March 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $109 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 $11.2B, Vanguard Ftse Developed Market with a value of $8.58B, Dimensional ETF Tr Dimensional with a value of $7.96B, Apple Inc. with a value of $4.5B, and Dimensional ETF Tr U S Equity with a value of $4.32B.

Examining the 13F form we can see an increase of $109B in the current position value.

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 $109 Billion
ETFs: $94.7 Billion
Technology: $7.52 Billion
Consumer Cyclical: $2.26 Billion
Healthcare: $910 Million
Communication Services: $497 Million
Utilities: $297 Million
Real Estate: $290 Million
Financial Services: $202 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.2 Billion 10.3% of portfolio
38,701
Q4 2024 New
$0
$8.58 Billion 7.88% of portfolio
179,338
Q4 2024 New
$0
$7.96 Billion 7.32% of portfolio
258,759
Q4 2024 New
$3.6T
$4.5 Billion 4.13% of portfolio
17,967
Q4 2024 New
$0
$4.32 Billion 3.97% of portfolio
67,836
Q4 2024 New
$0
$4.16 Billion 3.82% of portfolio
39,002
Q4 2024 New
$0
$4.13 Billion 3.79% of portfolio
70,260
Q4 2024 New
$0
$3.54 Billion 3.25% of portfolio
133,161
Q4 2024 New
$0
$3.49 Billion 3.2% of portfolio
133,092
Q4 2024 New
$0
$3.37 Billion 3.09% of portfolio
51,736
Q4 2024 New
$0
$3.08 Billion 2.83% of portfolio
59,533
Q4 2024 New
$0
$3.03 Billion 2.78% of portfolio
31,355
Q4 2024 New
$0
$2.98 Billion 2.74% of portfolio
37,103
Q4 2024 New
$0
$2.82 Billion 2.59% of portfolio
109,171
Q4 2024 New
$0
$2.82 Billion 2.59% of portfolio
101,035
Q4 2024 New
$0
$2.59 Billion 2.38% of portfolio
33,155
Q4 2024 New
$0
$2.05 Billion 1.88% of portfolio
41,704
Q4 2024 New
$0
$1.98 Billion 1.82% of portfolio
40,831
Q4 2024 New
Dimensional ETF Trust
-
$1.69 Billion 1.56% of portfolio
-
Q4 2024 New
$0
$1.66 Billion 1.52% of portfolio
4,957
Q4 2024 New
$2.95T
$1.63 Billion 1.5% of portfolio
3,866
Q4 2024 New
$0
$1.52 Billion 1.4% of portfolio
34,490
Q4 2024 New
$0
$1.48 Billion 1.36% of portfolio
16,986
Q4 2024 New
$0
$1.42 Billion 1.31% of portfolio
13,499
Q4 2024 New
$0
$1.43 Billion 1.31% of portfolio
41,281
Q4 2024 New
$2.1T
$1.18 Billion 1.09% of portfolio
5,393
Q4 2024 New
$0
$1.05 Billion 0.96% of portfolio
17,061
Q4 2024 New
$0
$1.03 Billion 0.95% of portfolio
10,637
Q4 2024 New
$0
$864 Million 0.79% of portfolio
46,707
Q4 2024 New
$0
$788 Million 0.72% of portfolio
6,172
Q4 2024 New
$0
$712 Million 0.65% of portfolio
20,080
Q4 2024 New
$0
$713 Million 0.65% of portfolio
1,211
Q4 2024 New
$0
$655 Million 0.6% of portfolio
1,118
Q4 2024 New
$0
$630 Million 0.58% of portfolio
12,195
Q4 2024 New
$0
$624 Million 0.57% of portfolio
26,019
Q4 2024 New
$0
$598 Million 0.55% of portfolio
3,018
Q4 2024 New
$45.1B
$602 Million 0.55% of portfolio
7,449
Q4 2024 New
$95.4B
$578 Million 0.53% of portfolio
1,014
Q4 2024 New
$0
$539 Million 0.49% of portfolio
1,672
Q4 2024 New
$301B
$536 Million 0.49% of portfolio
3,990
Q4 2024 New
$0
$527 Million 0.48% of portfolio
12,574
Q4 2024 New
$0
$526 Million 0.48% of portfolio
2,685
Q4 2024 New
$910B
$519 Million 0.48% of portfolio
1,285
Q4 2024 New
$1.41T
$497 Million 0.46% of portfolio
848
Q4 2024 New
$0
$499 Million 0.46% of portfolio
4,965
Q4 2024 New
$0
$504 Million 0.46% of portfolio
18,939
Q4 2024 New
$0
$465 Million 0.43% of portfolio
909
Q4 2024 New
$0
$451 Million 0.41% of portfolio
18,742
Q4 2024 New
$0
$383 Million 0.35% of portfolio
9,363
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $109 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 64 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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