Quick Takeaways
- Avant Financial Advisors LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $142,244,741.
13F Filings History of Avant Financial Advisors LLC
- Latest 13F report
- Q1 2026 - 23 Apr 2026
- Value $
- $142,244,741
- Signature - Title
- Scott Ela - Chief Compliance Officer
- Location
- Austin, TX
- Summary
- This page shows a list of all the recent 13F filings made by Avant Financial Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Avant Financial Advisors LLC reported 65 stock holdings with total value $142,244,741 as of Q1 2026. Top holdings included VTI, VEA, DFSV, AVEM, and MUNI.
Follow Filing Activity
Follow Avant Financial Advisors LLC and return when a new 13F portfolio filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean. If you create an account from here, we will bring you back after verification.
Holdings Value
What Changed
- Most recent filing was accepted on 23 Apr 2026, 09:04.
- Reported value moved from $139,136,627 to $142,244,741.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 65 | $142,244,741 | +$4,651,745 | -$2,058,201 | +$2,593,544 | VTI, VEA, DFSV, AVEM, MUNI | 13F-HR | 23 Apr 2026, 09:04 |
| Q4 2025 | 67 | $139,136,627 | +$5,282,415 | -$1,531,867 | +$3,750,548 | VTI, VEA, DFSV, AVEM, MUNI | 13F-HR | 15 Jan 2026, 14:36 |
| Q3 2025 | 65 | $132,742,753 | +$6,803,492 | -$3,176,695 | +$3,626,797 | VTI, VEA, DFSV, AVEM, MUNI | 13F-HR | 03 Nov 2025, 09:56 |
| Q2 2025 | 64 | $121,379,883 | +$5,146,477 | -$2,053,177 | +$3,093,300 | VTI, VEA, DFSV, AVEM, MUB | 13F-HR | 04 Aug 2025, 17:33 |
| Q1 2025 | 64 | $109,968,303 | +$4,137,830 | -$1,302,681 | +$2,835,149 | VTI, VEA, DFSV, AVEM, MUB | 13F-HR | 13 May 2025, 11:13 |
| Q4 2024 | 64 | $108,562,603 | $0 | $0 | $0 | VTI, VEA, DFSV, AAPL, DFUS | 13F-HR | 24 Mar 2025, 17:30 |