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Mark Avant

Avant Capital Llc

Assets Managed
$142.215M
Holdings
76
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
-2.36%(2Q avg: 0.06%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Avant Capital Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Avant Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 142.215M in assets, with a quarterly growth rate of -2.36% and a 2-quarter average growth rate of 0.06%. The portfolio is managed by Mark Avant, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 0.23%
6.91%
$9.826M
111,860 shares@ $87.85 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -2.28%
6.35%
$9.021M
294,028 shares@ $30.69 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -0.93%
4.98%
$7.081M
36,092 shares@ $196.21 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Decreased -3.3%
4.7%
$6.679M
72,021 shares@ $92.75 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Decreased -0.67%
4.44%
$6.311M
206,905 shares@ $30.5 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Decreased -0.78%
4.42%
$6.28M
225,480 shares@ $27.86 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Decreased -3.99%
4.01%
$5.702M
23,760 shares@ $239.99 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -2.78%
3.92%
$5.561M
28,994 shares@ $191.81 avg price
VOOV
Vanguard S&p 500 Value Etf
Recent Activity
Increased 0.29%
3.69%
$5.242M
25,721 shares@ $203.8 avg price
MGV
Vanguard Mega Cap Value Etf
Recent Activity
Decreased -2.82%
3.56%
$5.057M
34,891 shares@ $144.96 avg price

1-10 of 76