Institutional Fund
Avant Capital LLC
Lafayette, LACIK 16534435 filings on record
Portfolio Value
$142.21M
Q1 2026
Holdings
76
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-2.4%
from $145.65M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Wisdomtree Tr6.9%
- Schwab Strategic Tr6.3%
- Vanguard Index Fds5.0%
- Ishares Tr4.7%
- Schwab Strategic Tr4.4%
- Schwab Strategic Tr4.4%
- Other68.2%
Portfolio Holdings
76 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 111.9K | $9.83M | 6.9% | +255 | Added |
| 2 | Schwab Strategic Tr | 294.0K | $9.02M | 6.3% | −6.9K | Reduced |
| 3 | Vanguard Index Fds | 36.1K | $7.08M | 5.0% | −342 | Reduced |
| 4 | Ishares Tr | 72.0K | $6.68M | 4.7% | −2.5K | Reduced |
| 5 | Schwab Strategic Tr | 206.9K | $6.31M | 4.4% | −1.4K | Reduced |
| 6 | Schwab Strategic Tr | 225.5K | $6.28M | 4.4% | −1.8K | Reduced |
| 7 | Ishares Tr | 23.8K | $5.70M | 4.0% | −989 | Reduced |
| 8 | Ishares Tr | 29.0K | $5.56M | 3.9% | −831 | Reduced |
| 9 | Vanguard Admiral Fds Inc | 25.7K | $5.24M | 3.7% | +72 | Added |
| 10 | Vanguard World Fd | 34.9K | $5.06M | 3.6% | −1.0K | Reduced |
66 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio