Avant Financial Advisors LLC
Long-term investor · TX · @avantfinancialadvisorsll
-0.5%
All time
S&P +14.9%
Long-term investor
Avant Financial Advisors LLC @avantfinancialadvisorsll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002063243).
Record
- Tracked since 2025-06-30 (491 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -0.8% · 1 year -0.5% · all -0.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 9.8% · long · since 2025-09-30
- 25239Y170 · 8.5% · long · since 2026-09-30
- 921943858 · 8.1% · long · since 2025-09-30
- 025072604 · 5.4% · long · since 2025-09-30
- 025072802 · 4.1% · long · since 2025-09-30
- 25434V401 · 3.8% · long · since 2025-09-30
- 464288414 · 3.6% · long · since 2025-09-30
- 25434V781 · 3.6% · long · since 2025-09-30
- 25434V732 · 3.4% · long · since 2025-09-30
- 72201R866 · 3.2% · long · since 2025-09-30
- 92206C870 · 2.8% · long · since 2025-09-30
- 78464A672 · 2.8% · long · since 2025-09-30