Avant Financial Advisors LLC

RIA/Wealth

Avant Financial Advisors LLC is a RIA/Wealth led by Scott Matthew Ela, managing $132.7M across 65 long positions as of Q3 2025 with 91% ETF concentration and 52% concentrated in top 10 holdings.

Managing PartnerScott Matthew Ela

Portfolio Value: $132.7M
Positions: 65
Top Holding: VTI at 9.91%
Last Reported: Q3 2025

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Top Holdings

Largest long holdings in Avant Financial Advisors LLC's portfolio (52.3% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$13.2M	9.91%	+$137.8K Bought	— 40.1K shares	Q4 2024 Held for 11 months
2 Vanguard FTSE Developed Markets VEA	ETF ETF	$11.0M	8.31%	+$39.8K Bought	— 184.0K shares	Q4 2024 Held for 11 months
3 Dimensional US Small Cap Value DFSV	ETF ETF	$10.4M	7.84%	+$492.4K Bought	— 326.9K shares	Q4 2024 Held for 11 months
4 Avantis Emerging Markets Equity AVEM	ETF ETF	$6.3M	4.75%	+$216.0K Bought	— 83.9K shares	Q4 2024 Held for 11 months
5 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI	ETF ETF	$5.4M	4.07%	+$3.3M Bought	— 103.3K shares	Q4 2024 Held for 11 months
6 Avantis International Small Cap Value AVDV	ETF ETF	$5.3M	3.97%	+$104.9K Bought	— 59.2K shares	Q4 2024 Held for 11 months
7 Dimensional U.S. Equity DFUS	ETF ETF	$5.1M	3.86%	-$9.2K Sold	— 70.7K shares	Q4 2024 Held for 11 months
8 DISV Dimensional International Small Cap Value DISV	ETF ETF	$4.7M	3.55%	-$49.3K Sold	— 132.2K shares	Q4 2024 Held for 11 months
9 Dimensional Emerging Markets Core Equity 2 DFEM	ETF ETF	$4.3M	3.27%	+$37.1K Bought	— 135.3K shares	Q4 2024 Held for 11 months
10 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$3.7M	2.80%	+$131.6K Bought	— 44.1K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Avant Financial Advisors LLC's latest filing

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Market Value

$132.7M

Prior: $121.4M

Q/Q Change

+9.36%

+$11.4M

Net Flows % of MV

+2.73%

Turnover Ratio

3.76%

New Purchases

1 stocks

$221.0K

Added To

30 stocks

+$6.6M

Sold Out Of

0 stocks

Reduced Holdings

11 stocks

-$3.2M

Increased Positions

Position	Shares Δ	Change
1 Broadcom Inc. AVGO	New	0 → 670.0 +$221.0K
2 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI	+155.41%	40.4K → 103.3K +$3.3M
3 SPDR Nuveen Bloomberg Short Term Municipal Bond SHM	+57.4%	5.2K → 8.2K +$144.9K
4 iShares 0-5 Year TIPS Bond STIP	+29.9%	5.2K → 6.8K +$162.1K
5 iShares Short-Term National Muni Bond SUB	+19.07%	15.0K → 17.9K +$305.3K

Decreased Positions

Position	Shares Δ	Change
1 iShares National Muni Bond MUB	-43.38%	47.2K → 26.7K −$2.2M
2 Apple AAPL	-16.43%	15.2K → 12.7K −$634.0K
3 Meta Platforms, Inc. META	-6.94%	792.0 → 737.0 −$40.4K
4 Schwab International Equity SCHF	-5.81%	47.5K → 44.8K −$64.3K
5 Dimensional U.S. Core Equity 2 DFAC	-4.79%	39.4K → 37.5K −$72.8K