Avant Financial Advisors LLC reported 69 holdings worth US$161M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
Avant Financial Advisors LLC reported 69 holdings worth US$161M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Amazon.com, Inc. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 69
- Value as reported
- US$161M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 10,538 | US$3.05M | 1.9% |
| Microsoft Corp. | 3,693 | US$1.38M | 0.86% |
| Amazon.com, Inc. | 5,593 | US$1.33M | 0.83% |
| Bank Of Montreal | 4,160 | US$735K | 0.46% |
| Fidelity National Information Services, Inc. | 13,249 | US$515K | 0.32% |
| Mckesson Corporation | 610 | US$461K | 0.29% |
| Tesla, Inc. | 992 | US$417K | 0.26% |
| Advanced Micro Devices Inc | 712 | US$414K | 0.26% |
| Nvidia Corporation | 2,026 | US$405K | 0.25% |
| Alphabet Inc (google) Class C | 1,128 | US$403K | 0.25% |
| Cloudflare, Inc. | 1,550 | US$380K | 0.24% |
| Meta Platforms, Inc. | 627 | US$353K | 0.22% |
| Avista Corporation | 8,099 | US$331K | 0.21% |
| Mercadolibre, Inc. | 186 | US$316K | 0.20% |
| Pfizer, Inc. | 12,506 | US$301K | 0.19% |
| Broadcom Inc. | 690 | US$261K | 0.16% |
| Cisco Systems, Inc. | 2,205 | US$259K | 0.16% |
| Lam Research Corporation | 584 | US$253K | 0.16% |
| Home Depot, Inc. (the) | 694 | US$245K | 0.15% |