Institutional Fund
Avant Financial Advisors LLC
Austin, TXCIK 20632436 filings on record
Portfolio Value
$142.24M
Q1 2026
Holdings
65
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+2.2%
from $139.14M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds9.6%
- Vanguard Tax-Managed Fds8.4%
- Dimensional ETF Trust8.1%
- American Centy ETF Tr4.9%
- Pimco ETF Tr4.7%
- American Centy ETF Tr4.1%
- Other60.2%
Portfolio Holdings
65 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 42.7K | $13.71M | 9.6% | +954 | Added |
| 2 | Vanguard Tax-Managed Fds | 185.4K | $11.88M | 8.4% | +1.5K | Added |
| 3 | Dimensional ETF Trust | 330.6K | $11.58M | 8.1% | +15.7K | Added |
| 4 | American Centy ETF Tr | 86.3K | $6.96M | 4.9% | +3.0K | Added |
| 5 | Pimco ETF Tr | 128.0K | $6.68M | 4.7% | +6.2K | Added |
| 6 | American Centy ETF Tr | 58.7K | $5.87M | 4.1% | +1.5K | Added |
| 7 | Dimensional ETF Trust | 132.7K | $5.23M | 3.7% | −802 | Reduced |
| 8 | Dimensional ETF Trust | 70.0K | $4.96M | 3.5% | +558 | Added |
| 9 | Dimensional ETF Trust | 137.5K | $4.75M | 3.3% | +436 | Added |
| 10 | Ishares Tr | 42.7K | $4.53M | 3.2% | +13.7K | Added |
55 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio