13F Filings History of Avant Financial Advisors LLC

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • Avant Financial Advisors LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • Avant Financial Advisors LLC reported 65 equity holdings with a total reported market value of $142,244,741 for Q1 2026. Top reported holdings included VTI, VEA, DFSV, AVEM, and MUNI.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Scott Ela - Chief Compliance Officer
Manager location
Austin, TX

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q1 2026
Latest value
$142,244,741
Quarter delta
+$3,108,114
Accepted
23 Apr 2026, 09:04
Rows shown
1-6 of 6
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
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
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