Avant Capital LLC - Portfolio overview

Avant Capital LLC has 81 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. DGRW - WISDOMTREE TR, 6.86%
2. SCHD - SCHWAB STRATEGIC TR, 6.29%
3. VTV - VANGUARD INDEX FDS, 4.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.