Avant Financial Advisors LLC
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 160,551
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 69 | 160,551 | 13F-HR | Avant Financial Advisors LLC |
| Q1 2026 | 4/23/2026 | 65 | 142,245 | 13F-HR | Avant Financial Advisors LLC |
| Q4 2025 | 1/15/2026 | 67 | 139,137 | 13F-HR | Avant Financial Advisors LLC |
| Q3 2025 | 11/3/2025 | 65 | 132,743 | 13F-HR | Avant Financial Advisors LLC |
| Q2 2025 | 8/5/2025 | 64 | 121,380 | 13F-HR | Avant Financial Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.81 K | 7.4% | 1.516 K | 0 | 1.516 K |
| ETFs | 148.7 K | 92.6% | 16.79 K | 0 | 16.79 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
160,551
Holdings
69
QoQ value change ($000)
18,306
(12.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.