Avant Financial Advisors LLC - Portfolio overview

Avant Financial Advisors LLC has 68 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 9.53%
2. VEA - VANGUARD TAX-MANAGED FDS, 8.25%
3. DFSV - DIMENSIONAL ETF TRUST, 8.05%

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

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