Avant Financial Advisors LLC

AUSTIN, TX · CIK 2063243 · 13F filing filed 2026-01-15

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$139.1m reported value +4.8% vs Q3 2025

67positions

52.3%in top 10

3 new 32 added 13 reduced 1 sold out vs Q3 2025

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	41,790	$14.0m10.07%	10.07%	Added +1.7k	+1,711 4.3%
2	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	183,841	$11.5m8.25%	8.25%	Reduced -193	-193 -0.1%
3	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		314,848	$10.4m7.44%	7.44%	Reduced -12.0k	-12,012 -3.7%
4	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	83,312	$6.4m4.61%	4.61%	Reduced -617	-617 -0.7%
5	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	121,730	$6.4m4.59%	4.59%	Added +18.5k	+18,466 17.9%
6	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	57,198	$5.4m3.86%	3.86%	Reduced -2.0k	-1,952 -3.3%
7	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	69,427	$5.1m3.70%	3.70%	Reduced -1.3k	-1,279 -1.8%
8	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	133,502	$5.1m3.65%	3.65%	Added +1.3k	+1,322 1.0%
9	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	137,037	$4.5m3.26%	3.26%	Added +1.7k	+1,690 1.2%
10	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	47,812	$4.0m2.88%	2.88%	Added +3.7k	+3,673 8.3%
11	SPDR SER TR PORTFLI INTRMDIT SPTI	SPTI	132,292	$3.8m2.74%	2.74%	Added +12.2k	+12,249 10.2%
12	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	107,598	$3.7m2.66%	2.66%	Reduced -512	-512 -0.5%
13	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	35,089	$3.6m2.57%	2.57%	Added +439	+439 1.3%
14	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	70,433	$3.4m2.45%	2.45%	Added +3.5k	+3,473 5.2%
15	APPLE INC COM AAPL	AAPL	11,563	$3.1m2.26%	2.26%	Reduced -1.1k	-1,105 -8.7%
16	ISHARES TR NATIONAL MUN ETF MUB	MUB	28,998	$3.1m2.23%	2.23%	Added +2.3k	+2,264 8.5%
17	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	37,742	$3.0m2.16%	2.16%	Added +836	+836 2.3%
18	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	57,395	$2.8m2.04%	2.04%	Added +4.5k	+4,464 8.4%
19	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	40,857	$2.4m1.75%	1.75%	Reduced -770	-770 -1.9%
20	ISHARES TR RUSSELL 3000 ETF IWV	IWV	5,838	$2.3m1.62%	1.62%	Added +126	+126 2.2%
21	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	83,853	$2.2m1.59%	1.59%	Added +299	+299 0.4%
22	ISHARES TR SHRT NAT MUN ETF SUB	SUB	20,501	$2.2m1.57%	1.57%	Added +2.6k	+2,646 14.8%
23	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	37,341	$2.0m1.44%	1.44%	Added +2.1k	+2,082 5.9%
24	MICROSOFT CORP COM MSFT	MSFT	3,702	$1.8m1.29%	1.29%	Added +2	+2 0.1%
25	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	19,412	$1.6m1.15%	1.15%	Added +222	+222 1.2%
26	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	13,421	$1.5m1.08%	1.08%	Added +631	+631 4.9%
27	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	37,285	$1.5m1.06%	1.06%	Reduced -250	-250 -0.7%
28	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	14,916	$1.4m0.98%	0.98%	Unchanged
29	AMAZON COM INC COM AMZN	AMZN	5,663	$1.3m0.94%	0.94%	Reduced -230	-230 -3.9%
30	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	45,169	$1.1m0.78%	0.78%	Added +408	+408 0.9%
31	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	20,080	$1.0m0.72%	0.72%	Unchanged
32	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	6,332	$908.8k0.65%	0.65%	Added +41	+41 0.7%
33	FIDELITY NATL INFORMATION SV COM FIS	FIS	13,249	$880.5k0.63%	0.63%	Added +6.5k	+6,500 96.3%
34	ISHARES TR CORE S&P500 ETF IVV	IVV	1,222	$837.0k0.60%	0.60%	Unchanged
35	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,113	$759.0k0.55%	0.55%	Unchanged
36	MCKESSON CORP COM MCK	MCK	890	$730.1k0.52%	0.52%	Reduced -124	-124 -12.2%
37	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	6,896	$706.1k0.51%	0.51%	Added +84	+84 1.2%
38	ISHARES TR GLOBAL REIT ETF REET	REET	28,033	$699.4k0.50%	0.50%	Added +136	+136 0.5%
39	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	20,849	$682.8k0.49%	0.49%	Added +1.0k	+1,009 5.1%
40	AMERICAN CENTY ETF TR REAL ESTATE ETF AVRE	AVRE	15,636	$680.6k0.49%	0.49%	Added +592	+592 3.9%
41	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	12,361	$653.6k0.47%	0.47%	Added +23	+23 0.2%
42	ISHARES TR RUS 1000 ETF IWB	IWB	1,713	$639.7k0.46%	0.46%	Unchanged
43	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	3,018	$639.2k0.46%	0.46%	Unchanged
44	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,732	$600.4k0.43%	0.43%	Added +22	+22 0.8%
45	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	929	$570.9k0.41%	0.41%	Added +20	+20 2.2%
46	BANK MONTREAL QUE COM BMO	BMO	4,160	$539.9k0.39%	0.39%	Added +2.1k	+2,080 100.0%
47	CLOUDFLARE INC CL A COM NET	NET	2,400	$473.2k0.34%	0.34%	Unchanged
48	META PLATFORMS INC CL A META	META	708	$467.4k0.34%	0.34%	Reduced -29	-29 -3.9%
49	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	18,742	$456.7k0.33%	0.33%	Unchanged
50	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	9,363	$436.2k0.31%	0.31%	Unchanged
51	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	8,853	$424.9k0.31%	0.31%	Added +616	+616 7.5%
52	NVIDIA CORPORATION COM NVDA	NVDA	2,126	$396.4k0.28%	0.28%	Unchanged
53	TESLA INC COM TSLA	TSLA	877	$394.4k0.28%	0.28%	Added +12	+12 1.4%
54	MERCADOLIBRE INC COM MELI	MELI	186	$374.7k0.27%	0.27%	Unchanged
55	SPDR GOLD TR GOLD SHS GLD	GLD	940	$372.5k0.27%	0.27%	New
56	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	4,704	$327.8k0.24%	0.24%	Unchanged
57	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	11,881	$314.7k0.23%	0.23%	Added +1.5k	+1,495 14.4%
58	AVISTA CORP COM AVA	AVA	8,099	$312.1k0.22%	0.22%	Unchanged
59	PFIZER INC COM PFE	PFE	12,506	$311.4k0.22%	0.22%	Unchanged
60	SPDR SER TR S&P DIVID ETF SDY	SDY	2,065	$287.4k0.21%	0.21%	Unchanged
61	ISHARES TR CORE MSCI EAFE IEFA	IEFA	3,137	$280.6k0.20%	0.20%	Unchanged
62	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	1,730	$248.0k0.18%	0.18%	Unchanged
63	ISHARES TR MSCI EAFE ETF EFA	EFA	2,535	$243.4k0.17%	0.17%	Reduced -430	-430 -14.5%
64	ISHARES TR CORE INTL AGGR IAGG	IAGG	4,679	$234.0k0.17%	0.17%	New
65	BROADCOM INC COM AVGO	AVGO	670	$231.9k0.17%	0.17%	Unchanged
66	HOME DEPOT INC COM HD	HD	626	$215.4k0.15%	0.15%	Unchanged
67	ISHARES TR CORE S&P SCP ETF IJR	IJR	1,688	$202.9k0.15%	0.15%	New

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
ABBOTT LABS ABT	ABT	1,567	$209.9k1.6k shares