Question 1

What stocks does AVANT FINANCIAL ADVISORS LLC hold in its portfolio?

Accepted Answer

AVANT FINANCIAL ADVISORS LLC's top stock holdings include AAPL, VTI, DFSV and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are AVANT FINANCIAL ADVISORS LLC's largest stock holdings?

Accepted Answer

AVANT FINANCIAL ADVISORS LLC's largest stock holdings as of their last filing include AAPL (valued at approximately $3.0 million), VTI (valued at approximately $15.8 million), DFSV (valued at approximately $14.0 million), MSFT (valued at approximately $1.4 million), AMZN (valued at approximately $1.3 million).

Question 3

When was AVANT FINANCIAL ADVISORS LLC's last SEC filing?

Accepted Answer

AVANT FINANCIAL ADVISORS LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has AVANT FINANCIAL ADVISORS LLC recently bought or sold?

Accepted Answer

AVANT FINANCIAL ADVISORS LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has AVANT FINANCIAL ADVISORS LLC reported?

Accepted Answer

AVANT FINANCIAL ADVISORS LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does AVANT FINANCIAL ADVISORS LLC invest in?

Accepted Answer

AVANT FINANCIAL ADVISORS LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.