Avant Financial Advisors LLC
Annual return '25
+28.2%
SPY '25
+17.7%
Alpha
+10.5ptsvs SPY
Invested
$142.2M
Holdings
65
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q4 2025: New position (281 shares)
9.6%
02
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
8.4%
03
$DFSV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
8.1%
04
$AVEM
AMERICAN CENTY ETF TR
Held since at least Q1 2024
4.9%
05
$MUNI
PIMCO ETF TR
Held since at least Q1 2024
4.7%
06
$AVDV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
4.1%
07
$DISV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.7%
08
$DFUS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.5%
09
$DFEM
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.3%
10
$MUB
ISHARES TR
Held since at least Q1 2024
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:29 UTC.