Avant Financial Advisors LLC

AUSTIN, TX · CIK 2063243 · 13F filing filed 2026-04-23

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.

$142.2m reported value +2.2% vs Q4 2025

65positions

53.5%in top 10

0 new 32 added 10 reduced 2 sold out vs Q4 2025

Holdings, Q1 2026

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	42,744	$13.7m9.64%	9.64%	Added +954	+954 2.3%
2	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	185,389	$11.9m8.35%	8.35%	Added +1.5k	+1,548 0.8%
3	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		330,577	$11.6m8.14%	8.14%	Added +15.7k	+15,729 5.0%
4	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	86,316	$7.0m4.89%	4.89%	Added +3.0k	+3,004 3.6%
5	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	127,965	$6.7m4.70%	4.70%	Added +6.2k	+6,235 5.1%
6	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	58,739	$5.9m4.12%	4.12%	Added +1.5k	+1,541 2.7%
7	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	132,700	$5.2m3.68%	3.68%	Reduced -802	-802 -0.6%
8	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	69,985	$5.0m3.49%	3.49%	Added +558	+558 0.8%
9	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	137,473	$4.7m3.34%	3.34%	Added +436	+436 0.3%
10	ISHARES TR NATIONAL MUN ETF MUB	MUB	42,716	$4.5m3.19%	3.19%	Added +13.7k	+13,718 47.3%
11	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	48,900	$4.0m2.84%	2.84%	Added +1.1k	+1,088 2.3%
12	SPDR SER TR PORTFLI INTRMDIT SPTI	SPTI	136,663	$3.9m2.75%	2.75%	Added +4.4k	+4,371 3.3%
13	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	35,170	$3.9m2.73%	2.73%	Added +81	+81 0.2%
14	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	107,924	$3.8m2.70%	2.70%	Added +326	+326 0.3%
15	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	73,710	$3.5m2.49%	2.49%	Added +3.3k	+3,277 4.7%
16	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	39,397	$3.1m2.20%	2.20%	Added +1.7k	+1,655 4.4%
17	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	61,323	$3.1m2.15%	2.15%	Added +3.9k	+3,928 6.8%
18	APPLE INC COM AAPL	AAPL	11,563	$2.9m2.06%	2.06%	Unchanged
19	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	40,611	$2.5m1.78%	1.78%	Reduced -246	-246 -0.6%
20	ISHARES TR RUSSELL 3000 ETF IWV	IWV	6,482	$2.4m1.69%	1.69%	Added +644	+644 11.0%
21	ISHARES TR SHRT NAT MUN ETF SUB	SUB	21,562	$2.3m1.61%	1.61%	Added +1.1k	+1,061 5.2%
22	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	85,077	$2.3m1.59%	1.59%	Added +1.2k	+1,224 1.5%
23	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	36,916	$2.0m1.40%	1.40%	Reduced -425	-425 -1.1%
24	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	19,446	$1.6m1.16%	1.16%	Added +34	+34 0.2%
25	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	13,527	$1.5m1.06%	1.06%	Added +106	+106 0.8%
26	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	37,043	$1.4m1.01%	1.01%	Reduced -242	-242 -0.7%
27	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	14,916	$1.4m0.99%	0.99%	Unchanged
28	MICROSOFT CORP COM MSFT	MSFT	3,660	$1.4m0.95%	0.95%	Reduced -42	-42 -1.1%
29	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	48,076	$1.2m0.84%	0.84%	Added +2.9k	+2,907 6.4%
30	AMAZON COM INC COM AMZN	AMZN	5,688	$1.2m0.83%	0.83%	Added +25	+25 0.4%
31	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	20,080	$1.1m0.75%	0.75%	Unchanged
32	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	7,789	$805.6k0.57%	0.57%	Added +893	+893 12.9%
33	ISHARES TR CORE S&P500 ETF IVV	IVV	1,226	$800.8k0.56%	0.56%	Added +4	+4 0.3%
34	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,170	$760.9k0.53%	0.53%	Added +57	+57 5.1%
35	AMERICAN CENTY ETF TR REAL ESTATE ETF AVRE	AVRE	17,082	$751.9k0.53%	0.53%	Added +1.4k	+1,446 9.2%
36	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	22,334	$735.9k0.52%	0.52%	Added +1.5k	+1,485 7.1%
37	MCKESSON CORP COM MCK	MCK	790	$683.6k0.48%	0.48%	Reduced -100	-100 -11.2%
38	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	3,018	$655.7k0.46%	0.46%	Unchanged
39	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	12,361	$649.7k0.46%	0.46%	Unchanged
40	FIDELITY NATL INFORMATION SV COM FIS	FIS	13,249	$621.5k0.44%	0.44%	Unchanged
41	ISHARES TR RUS 1000 ETF IWB	IWB	1,713	$610.8k0.43%	0.43%	Unchanged
42	BANK MONTREAL QUE COM BMO	BMO	4,160	$563.0k0.40%	0.40%	Unchanged
43	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	909	$524.9k0.37%	0.37%	Reduced -20	-20 -2.1%
44	CLOUDFLARE INC CL A COM NET	NET	2,400	$495.2k0.35%	0.35%	Unchanged
45	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	18,742	$454.9k0.32%	0.32%	Unchanged
46	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	9,363	$453.7k0.32%	0.32%	Unchanged
47	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	9,056	$433.1k0.30%	0.30%	Added +203	+203 2.3%
48	ISHARES TR GLOBAL REIT ETF REET	REET	16,286	$409.6k0.29%	0.29%	Reduced -11.7k	-11,747 -41.9%
49	SPDR GOLD TR GOLD SHS GLD	GLD	943	$405.8k0.29%	0.29%	Added +3	+3 0.3%
50	META PLATFORMS INC CL A META	META	663	$379.4k0.27%	0.27%	Reduced -45	-45 -6.4%
51	PFIZER INC COM PFE	PFE	12,506	$351.2k0.25%	0.25%	Unchanged
52	NVIDIA CORPORATION COM NVDA	NVDA	1,926	$335.8k0.24%	0.24%	Reduced -200	-200 -9.4%
53	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	4,704	$334.6k0.24%	0.24%	Unchanged
54	TESLA INC COM TSLA	TSLA	882	$327.9k0.23%	0.23%	Added +5	+5 0.6%
55	AVISTA CORP COM AVA	AVA	8,099	$325.1k0.23%	0.23%	Unchanged
56	MERCADOLIBRE INC COM MELI	MELI	186	$321.6k0.23%	0.23%	Unchanged
57	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	11,881	$316.2k0.22%	0.22%	Unchanged
58	SPDR SER TR S&P DIVID ETF SDY	SDY	2,065	$301.4k0.21%	0.21%	Unchanged
59	ISHARES TR CORE MSCI EAFE IEFA	IEFA	3,137	$284.0k0.20%	0.20%	Unchanged
60	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	1,730	$252.2k0.18%	0.18%	Unchanged
61	ISHARES TR MSCI EAFE ETF EFA	EFA	2,535	$246.2k0.17%	0.17%	Unchanged
62	ISHARES TR CORE INTL AGGR IAGG	IAGG	4,679	$234.1k0.16%	0.16%	Unchanged
63	ISHARES TR CORE S&P SCP ETF IJR	IJR	1,760	$218.8k0.15%	0.15%	Added +72	+72 4.3%
64	BROADCOM INC COM AVGO	AVGO	670	$207.4k0.15%	0.15%	Unchanged
65	HOME DEPOT INC COM HD	HD	626	$205.9k0.14%	0.14%	Unchanged

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
VANGUARD WHITEHALL FDS VYM	VYM	6,332	$908.8k6.3k shares
VANGUARD SPECIALIZED FUNDS VIG	VIG	2,732	$600.4k2.7k shares