Avant Financial Advisors LLC - Portfolio Stock Holdings

Avant Financial Advisors LLC disclosed 70 stock positions in a recent SEC 13F filing. $160,550,839 of stock holdings were filed, with the largest holdings including VTI, DFSV, and VEA. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $196,402,029 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.