Avant Financial Advisors LLC

CIK

2063243

Location

AUSTIN, TX

Portfolio Value

Micro $11,982,937

Diversification

Diversified

Filing Date

Global Rank

#8,040 / 8,604 ▲ 26 · as of Mar 2026

Top Industry

Consumer Electronics 28.5%

3Y Alpha vs SPY

-8.1%

Period ended 3 months ago

Filed Apr 23, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+14.0%

SPY

+24.4%

Annualised alpha

-7.1%

Max drawdown

−20.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

18 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

24.5%

+0.8 pts

Top 5

57.7%

−1.6 pts

Top 10

79.5%

−0.8 pts

HHI

1,049

Diversified−8

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	49.6%	$5,949,386	6
Consumer Cyclical	17.0%	$2,040,004	4
Unclassified	14.1%	$1,691,316	3
Healthcare	8.6%	$1,034,802	2
Financial Services	4.7%	$563,014	1
Communication Services	3.2%	$379,322	1
Utilities	2.7%	$325,093	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+57	1,170	$760,897
AMZN	Amazon Com Inc	+25	5,688	$1,184,639
TSLA	Tesla, Inc.	+5	882	$327,883
GLD	Spdr Gold Trust	+3	943	$405,763
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−200	1,926	$335,894
MCK	Mckesson Corp	−100	790	$683,634
META	Meta Platforms, Inc.	−45	663	$379,322
MSFT	Microsoft Corp	−42	3,660	$1,354,822
QQQ	Invesco Qqq Trust, Series 1	−20	909	$524,656
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

18 positions · $11,982,937 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Held	11,563	0	$2,934,573	−6.6%	24.49%
MSFT	Microsoft Corp Technology	Reduced	3,660	-42	$1,354,822	−24.3%	11.31%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,688	+25	$1,184,639	−9.4%	9.89%
SPY	Spdr S&P 500 ETF Trust	Added	1,170	+57	$760,897	+0.3%	6.35%
MCK	Mckesson Corp Healthcare	Reduced	790	-100	$683,634	−6.4%	5.71%
FIS	Fidelity National Information Services, Inc. Technology	Held	13,249	0	$621,510	−29.4%	5.19%
BMO	Bank Of Montreal /Can/ Financial Services	Held	4,160	0	$563,014	+4.3%	4.70%
QQQ	Invesco Qqq Trust, Series 1	Reduced	909	-20	$524,656	−8.1%	4.38%
NET	Cloudflare, Inc. Technology	Held	2,400	0	$495,216	+4.7%	4.13%
GLD	Spdr Gold Trust	Added	943	+3	$405,763	+8.9%	3.39%
META	Meta Platforms, Inc. Communication Services	Reduced	663	-45	$379,322	−18.8%	3.17%
PFE	Pfizer Inc Healthcare	Held	12,506	0	$351,168	+12.8%	2.93%
NVDA	Nvidia Corp Technology	Reduced	1,926	-200	$335,894	−15.3%	2.80%
TSLA	Tesla, Inc. Consumer Cyclical	Added	882	+5	$327,883	−16.9%	2.74%
AVA	Avista Corp Utilities	Held	8,099	0	$325,093	+4.2%	2.71%
MELI	Mercadolibre Inc Consumer Cyclical	Held	186	0	$321,597	−14.2%	2.68%
AVGO	Broadcom Inc. Technology	Held	670	0	$207,371	−10.6%	1.73%
HD	Home Depot, Inc. Consumer Cyclical	Held	626	0	$205,885	−4.4%	1.72%