Avant Capital LLC

CIK

1653443

Location

LAFAYETTE, LA

Portfolio Value

Small $159,622,412

Diversification

Diversified

Filing Date

Global Rank

#7,231 / 8,827 ▼ 20

Top Industry

Auto Manufacturers 22.6%

Period ended 4 months ago

Filed Aug 12, 2026 · 3mo

15 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 80.6% of the book (60%+)

Turnover

Low turnover

4.5% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.8 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 84.0%; sector active share 75.2% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

86 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.6%

−0.5 pts

Top 5

67.0%

−0.4 pts

Top 10

80.6%

−0.6 pts

HHI

1,106

Diversified−22

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	88.1%	$140,571,550	55
Technology	3.8%	$6,088,727	9
Consumer Cyclical	3.7%	$5,905,582	4
Energy	2.0%	$3,208,088	6
Financial Services	1.3%	$2,049,739	6
Industrials	0.5%	$826,653	3
Communication Services	0.4%	$709,990	2
Consumer Defensive	0.2%	$262,083	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+28,388	61,541	$3,456,142
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+23,862	29,843	$2,623,498
VUG	VANGUARD GROWTH INDEX FUND	+20,635	24,741	$2,131,189
SCHX	Schwab U.S. Large-Cap ETF	+1,642	67,661	$1,991,263
CGDV	Capital Group Dividend Value ETF	+1,514	22,999	$1,133,390
DGRO	iShares Core Dividend Growth ETF	+1,033	8,020	$607,835
SCHB	Schwab U.S. Broad Market ETF	+875	187,926	$5,442,336
DLN	WisdomTree U.S. LargeCap Dividend Fund	+736	38,502	$3,708,512
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+715	13,982	$5,173,899
PLTR	Palantir Technologies Inc.	+586	3,475	$405,428
DTD	WisdomTree U.S. Total Dividend Fund	+565	31,570	$2,943,902
SCHV	Schwab U.S. Large-Cap Value ETF	+529	207,434	$7,220,777
FNDB	Schwab Fundamental U.S. Broad Market ETF	+518	29,468	$897,595
TSLA	Tesla, Inc.	+477	10,242	$4,307,785
AMZN	Amazon Com Inc	+334	3,726	$888,054
SCHG	Schwab U.S. Large-Cap Growth ETF	+296	97,467	$3,298,283
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	+230	2,962	$378,573
EQWL	Victory Portfolios II	+217	4,001	$516,209
JPUS	JPMorgan Diversified Return U.S. Equity ETF	+216	6,794	$952,722
SPHB	Invesco Ltd.	+201	3,589	$558,412
WTV	WisdomTree U.S. Value Fund	+138	9,966	$1,013,741
MSFT	Microsoft Corp	+125	1,784	$665,467
FNDX	Schwab Fundamental U.S. Large Company ETF	+109	225,589	$7,015,817
AAPL	Apple Inc.	+106	5,003	$1,447,668
RSP	Victory Portfolios II	+93	6,108	$1,299,599
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHD	Schwab U.S. Dividend Equity ETF	−4,514	289,514	$9,180,488
REGL	ProShares S&P MidCap 400 Dividend Aristocrats ETF	−2,632	41,094	$3,762,977
SPLV	Invesco S&P 500 Low Volatility ETF	−2,218	29,057	$2,176,369
NVDA	Nvidia Corp	−1,961	6,854	$1,371,416
USMV	iShares MSCI USA Min Vol Factor ETF	−1,803	70,218	$6,773,228
XMLV	Invesco Ltd.	−1,433	6,608	$438,308
OUSA	ALPS \| OShares U.S. Quality Dividend ETF	−1,199	34,639	$2,020,492
VOE	VANGUARD MID-CAP VALUE INDEX FUND	−1,025	15,273	$3,017,944
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	−796	111,064	$10,619,939
POWA	Invesco Bloomberg Pricing Power ETF	−779	15,250	$1,354,810
QUAL	iShares MSCI USA Quality Factor ETF	−728	28,266	$6,202,408
XLG	Victory Portfolios II	−655	12,686	$776,763
XSLV	Invesco S&P SmallCap Low Volatility ETF	−615	4,076	$213,623
MGV	VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND	−613	34,278	$5,602,739
—		−531	9,233	$1,320,919
VIG	Vanguard Specialized Funds	−399	18,892	$4,470,225
—		−302	2,981	$540,932
VOOV	VANGUARD S&P 500 VALUE INDEX FUND	−269	25,452	$5,579,332
CGUS	Capital Group Core Equity ETF	−240	5,558	$247,219
VLUE	iShares MSCI USA Value Factor ETF	−199	6,823	$1,363,303
SCHK	Schwab 1000 Index ETF	−127	30,085	$1,084,865
MGC	VANGUARD MORNINGSTAR MEGA CAP INDEX FUND	−127	1,711	$468,180
UBER	Uber Technologies, Inc	−73	4,850	$349,976
CVX	Chevron Corp	−50	3,155	$522,972
MDYV	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF	−44	4,316	$409,372
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	664	$766,448
MRVL	Marvell Technology, Inc.	1,427	$425,089
AMD	Advanced Micro Devices Inc	720	$418,255
GOOGL	Alphabet Inc.	912	$325,921
CAT	Caterpillar Inc	287	$305,626
SPMO	Invesco Ltd.	1,862	$300,787
ARM	Arm Holdings PLC	674	$238,980
AIVL	WisdomTree U.S. AI Enhanced Value Fund	1,723	$225,936
GEV	GE Vernova Inc.	180	$211,474
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	1,935	$205,709
BRK-B	Berkshire Hathaway Inc	406	$203,158
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
COST	Costco Wholesale Corp	212	$211,243
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

86 tracked positions · $159,622,412 total · filing declares 86 positions · $159,622,128 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Industrials Technology

Showing 1–50 of 86 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Reduced	111,064	-796	$10,619,939	+8.1%	7	before history	6.65%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	289,514	-4,514	$9,180,488	+1.8%	7	before history	5.75%
MTUM	iShares MSCI USA Momentum Factor ETF	Added	23,786	+26	$8,154,554	+43.0%	7	before history	5.11%
VTV	VANGUARD VALUE INDEX FUND	Added	36,131	+39	$7,874,028	+11.2%	7	before history	4.93%
SCHV	Schwab U.S. Large-Cap Value ETF	Added	207,434	+529	$7,220,777	+14.4%	7	before history	4.52%
FNDX	Schwab Fundamental U.S. Large Company ETF	Added	225,589	+109	$7,015,817	+11.7%	7	before history	4.40%
USMV	iShares MSCI USA Min Vol Factor ETF	Reduced	70,218	-1,803	$6,773,228	+1.4%	7	before history	4.24%
QUAL	iShares MSCI USA Quality Factor ETF	Reduced	28,266	-728	$6,202,408	+11.5%	7	before history	3.89%
MGV	VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND	Reduced	34,278	-613	$5,602,739	+10.8%	7	before history	3.51%
VOOV	VANGUARD S&P 500 VALUE INDEX FUND	Reduced	25,452	-269	$5,579,332	+6.4%	7	before history	3.50%
SCHB	Schwab U.S. Broad Market ETF	Added	187,926	+875	$5,442,336	+15.9%	7	before history	3.41%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	13,982	+715	$5,173,899	+21.6%	7	before history	3.24%
VIG	Vanguard Specialized Funds	Reduced	18,892	-399	$4,470,225	+7.7%	7	before history	2.80%
TSLA	Tesla, Inc. Consumer Cyclical	Added	10,242	+477	$4,307,785	+18.7%	7	before history	2.70%
REGL	ProShares S&P MidCap 400 Dividend Aristocrats ETF	Reduced	41,094	-2,632	$3,762,977	−0.4%	7	before history	2.36%
DLN	WisdomTree U.S. LargeCap Dividend Fund	Added	38,502	+736	$3,708,512	+9.9%	7	before history	2.32%
		Added	61,541	+28,388	$3,456,142	+96.7%	7	before history	2.17%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	97,467	+296	$3,298,283	+16.5%	7	before history	2.07%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Reduced	15,273	-1,025	$3,017,944	+0.5%	7	before history	1.89%
DTD	WisdomTree U.S. Total Dividend Fund	Added	31,570	+565	$2,943,902	+9.9%	7	before history	1.84%
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Added	29,843	+23,862	$2,623,498	+19.4%	7	before history	1.64%
SPLV	Invesco S&P 500 Low Volatility ETF	Reduced	29,057	-2,218	$2,176,369	−4.9%	7	before history	1.36%
VUG	VANGUARD GROWTH INDEX FUND	Added	24,741	+20,635	$2,131,189	+18.8%	7	before history	1.34%
OUSA	ALPS \| OShares U.S. Quality Dividend ETF	Reduced	34,639	-1,199	$2,020,492	+1.3%	7	before history	1.27%
SCHX	Schwab U.S. Large-Cap ETF	Added	67,661	+1,642	$1,991,263	+17.6%	7	before history	1.25%
XOM	ExxonMobil Holdings Corp Energy	Added	11,182	+65	$1,528,803	−18.9%	7	before history	0.96%
AAPL	Apple Inc. Technology	Added	5,003	+106	$1,447,668	+16.5%	7	before history	0.91%
NVDA	Nvidia Corp Technology	Reduced	6,854	-1,961	$1,371,416	−10.8%	7	before history	0.86%
VLUE	iShares MSCI USA Value Factor ETF	Reduced	6,823	-199	$1,363,303	+36.5%	7	before history	0.85%
POWA	Invesco Bloomberg Pricing Power ETF	Reduced	15,250	-779	$1,354,810	−1.9%	7	before history	0.85%
		Reduced	9,233	-531	$1,320,919	+0.8%	7	before history	0.83%
RSP	Victory Portfolios II	Added	6,108	+93	$1,299,599	+12.6%	7	before history	0.81%
CGDV	Capital Group Dividend Value ETF	Added	22,999	+1,514	$1,133,390	+24.0%	7	before history	0.71%
SCHK	Schwab 1000 Index ETF	Reduced	30,085	-127	$1,084,865	+14.6%	7	before history	0.68%
WTV	WisdomTree U.S. Value Fund	Added	9,966	+138	$1,013,741	+8.9%	7	before history	0.64%
JPUS	JPMorgan Diversified Return U.S. Equity ETF	Added	6,794	+216	$952,722	+11.2%	7	before history	0.60%
FNDB	Schwab Fundamental U.S. Broad Market ETF	Added	29,468	+518	$897,595	+14.0%	7	before history	0.56%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,726	+334	$888,054	+25.7%	7	before history	0.56%
XLG	Victory Portfolios II	Reduced	12,686	-655	$776,763	+6.7%	7	before history	0.49%
MU	Micron Technology Inc Technology	NEW	664	NEW	$766,448	NEW	1	$749.89	0.48%
VV	VANGUARD LARGE-CAP INDEX FUND	Reduced	2,227	-29	$765,887	+13.6%	6	unpriced	0.48%
MSFT	Microsoft Corp Technology	Added	1,784	+125	$665,467	+8.4%	7	before history	0.42%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	2,737	-19	$665,063	+11.1%	4	unpriced	0.42%
		Added	3,325	+9	$621,316	+9.2%	7	before history	0.39%
DGRO	iShares Core Dividend Growth ETF	Added	8,020	+1,033	$607,835	+24.0%	6	unpriced	0.38%
JHML	John Hancock Multifactor Large Cap ETF	Added	6,527	+15	$582,077	+14.2%	7	before history	0.36%
QQQ	Invesco Qqq Trust, Series 1	Added	768	+90	$565,555	+44.5%	5	$548.46	0.35%
SPHB	Invesco Ltd. Financial Services	Added	3,589	+201	$558,412	+42.1%	7	before history	0.35%
		Reduced	2,981	-302	$540,932	−7.5%	7	before history	0.34%
SHEL	Shell plc Energy	Held	6,748	0	$523,239	−16.6%	7	before history	0.33%

Showing the top 50 of 86 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.