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Scott Ela

Avant Financial Advisors Llc

Assets Managed
$160.551M
Holdings
69
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
12.87%(2Q avg: 7.56%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Avant Financial Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Avant Financial Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 160.551M in assets, with a quarterly growth rate of 12.87% and a 2-quarter average growth rate of 7.56%. The portfolio is managed by Scott Ela, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.15%
9.84%
$15.793M
42,678 shares@ $370.05 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 9.44%
8.75%
$14.033M
361,776 shares@ $38.79 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.65%
8.18%
$13.122M
184,168 shares@ $71.26 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 5.93%
5.5%
$8.822M
91,426 shares@ $96.5 avg price
MUNI
Pimco Intermediate Municipal
Recent Activity
Increased 4.64%
4.39%
$7.043M
133,893 shares@ $52.61 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 2.39%
3.87%
$6.198M
60,142 shares@ $103.05 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 4.58%
3.74%
$5.997M
73,187 shares@ $81.94 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -0.3%
3.47%
$5.57M
137,051 shares@ $40.65 avg price
DISV
Dimensional International Sm
Recent Activity
Increased 0.98%
3.35%
$5.377M
133,997 shares@ $40.14 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 14.76%
2.89%
$4.638M
56,116 shares@ $82.66 avg price

1-10 of 69