Avant Financial Advisors
Avant Financial Advisors reported 70 stocks worth $164M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are VTI (9.8%), DFSV (8.5%) and VEA (8.1%). Compared with Q2 2026, the fund opened new positions in DFSV, SPCX and VOO, added to VTI, VEA and AVEM, trimmed MUNI, AAPL and IWV and sold out of LRCX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $16.1M | 9.8% | 43K | +382 (+1%) | 8 of 8 | |
| 2 |  DFSV DFA US Small Cap Value ETF | $13.9M | 8.5% | 372K | New position | 1 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $13.3M | 8.1% | 189K | +4,784 (+3%) | 8 of 8 | |
| 4 |  AVEM American Centy ETF TR | $8.8M | 5.4% | 94K | +2,644 (+3%) | 8 of 8 | |
| 5 |  AVDV Avantis International Small Cap Value ETF | $6.7M | 4.1% | 61K | +1,116 (+2%) | 8 of 8 | |
| 6 |  DFUS Dimensional US Equity Market ETF | $6.2M | 3.8% | 75K | +1,403 (+2%) | 8 of 8 | |
| 7 |  MUB Ishares TR | $6M | 3.6% | 59K | +17K (+39%) | 8 of 8 | |
| 8 |  DISV Dimensional ETF Trust | $5.8M | 3.5% | 135K | +835 (+1%) | 8 of 8 | |
| 9 |  DFEM Dimensional ETF Trust | $5.6M | 3.4% | 140K | +2,856 (+2%) | 8 of 8 | |
| 10 |  MUNI Pimco Intermediate Municipal Bond Active Exchange-Traded Fun | $5.3M | 3.2% | 106K | −28K (−21%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $14M | 362K |
 LRCX Lam Research Corp | $253K | 584 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Avant Financial Advisors 13F FAQ
What does Avant Financial Advisors own?
Avant Financial Advisors reported 70 stocks worth $164M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are VTI (9.8%), DFSV (8.5%) and VEA (8.1%). The table above lists every position in the filing (the top 10 without an account).
What did Avant Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 38 added to, 10 trimmed and 2 sold out. New positions include DFSV, SPCX and VOO. It sold all of LRCX.
When will Avant Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Avant Financial Advisors's portfolio worth?
The Q3 2026 filing reports $164M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.