Quantum Financial Advisors
Latest statistics and disclosures from Quantum Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVUS, DFSU, AVDE, DFSI, DFSB, and represent 39.91% of Quantum Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVUS (+$8.9M), AAPL, DFGP, DFSB, AVEM, AVDE, AVUV, IBMP, IBIF, IBMR.
- Started 27 new stock positions in XEL, ANET, PLTR, HUBB, STX, VIG, LOW, MPC, MTZ, AN.
- Reduced shares in these 10 stocks: DFAU, DISV, DFAI, DCOR, DFGR, DFSI, DFSE, DFAT, JNJ, .
- Sold out of its positions in ADBE, ELV, CTAS, PAYX, RSG, CRM, AMCR.
- Quantum Financial Advisors was a net buyer of stock by $32M.
- Quantum Financial Advisors has $820M in assets under management (AUM), dropping by 11.04%.
- Central Index Key (CIK): 0001929139
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Portfolio Holdings for Quantum Financial Advisors
Quantum Financial Advisors holds 201 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 15.8 | $130M | +7% | 1.2M | 108.70 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 12.4 | $102M | 2.4M | 42.47 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 4.3 | $35M | +3% | 444k | 78.90 |
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| Dimensional Etf Trust International (DFSI) | 4.3 | $35M | -2% | 855k | 40.95 |
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| Dimensional Etf Trust Global Sustaina (DFSB) | 3.2 | $26M | +7% | 487k | 53.27 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 3.1 | $26M | +5% | 339k | 75.11 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 2.9 | $24M | -12% | 521k | 45.76 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 2.8 | $23M | 563k | 41.09 |
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| Apple (AAPL) | 2.6 | $21M | +20% | 83k | 254.63 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 2.2 | $19M | 207k | 89.03 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 2.2 | $18M | -4% | 654k | 27.31 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 2.1 | $18M | +3% | 373k | 46.96 |
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| American Centy Etf Tr Real Estate Etf (AVRE) | 2.1 | $17M | +6% | 385k | 44.48 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 2.1 | $17M | -11% | 475k | 35.69 |
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| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 2.0 | $16M | -4% | 227k | 71.94 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.9 | $16M | -7% | 428k | 36.35 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.9 | $15M | -2% | 263k | 58.21 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.8 | $15M | +8% | 145k | 99.53 |
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| Dimensional Etf Trust Global Core Plus (DFGP) | 1.7 | $14M | +23% | 248k | 55.57 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $8.0M | 24k | 328.17 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.0 | $7.9M | -2% | 250k | 31.53 |
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| Ishares Tr Ibonds Oct 2026 (IBIC) | 0.9 | $7.7M | +13% | 296k | 25.93 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.9 | $7.7M | +10% | 100k | 76.45 |
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| Microsoft Corporation (MSFT) | 0.9 | $7.6M | 15k | 517.94 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.9 | $7.6M | 105k | 72.44 |
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| NVIDIA Corporation (NVDA) | 0.9 | $7.0M | +4% | 38k | 186.58 |
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| Ishares Tr Ibonds Oct 2027 (IBID) | 0.8 | $6.9M | +12% | 262k | 26.27 |
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| Ishares Tr Ibonds Oct 2028 (IBIE) | 0.8 | $6.8M | +11% | 255k | 26.45 |
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| Ishares Tr Ibonds Oct 2029 (IBIF) | 0.7 | $6.0M | +22% | 228k | 26.52 |
|
| Ishares Tr Ibonds Oct 2030 (IBIG) | 0.6 | $5.1M | +11% | 193k | 26.68 |
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| Ishares Tr Ibonds Dec 26 (IBMO) | 0.6 | $5.1M | +27% | 199k | 25.66 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.6 | $5.0M | +17% | 205k | 24.30 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.6 | $4.8M | +31% | 188k | 25.48 |
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| Ishares Tr Ibonds Oct 2031 (IBIH) | 0.5 | $4.5M | +11% | 170k | 26.58 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.5 | $4.5M | +17% | 185k | 24.34 |
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| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.5 | $4.4M | 105k | 42.08 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.5 | $4.4M | +19% | 173k | 25.52 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.5 | $3.9M | +38% | 167k | 23.47 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.4 | $3.6M | 115k | 31.84 |
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| Amazon (AMZN) | 0.4 | $3.5M | +2% | 16k | 219.57 |
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| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 0.4 | $3.5M | 69k | 50.78 |
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| Ishares Tr Ibonds Oct 2032 (IBII) | 0.4 | $3.5M | +2% | 133k | 26.31 |
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| Ishares Tr Ibonds Oct 2033 (IBIJ) | 0.4 | $3.4M | 129k | 26.39 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.4 | $3.3M | +48% | 130k | 25.64 |
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| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.4 | $3.1M | +55% | 121k | 25.53 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.4 | $3.0M | +20% | 134k | 22.15 |
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| Ishares Tr Ibonds Oct 2034 (IBIK) | 0.3 | $2.9M | 109k | 26.20 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.9M | 12k | 243.10 |
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| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.3 | $2.8M | +45% | 108k | 26.08 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.8M | 11k | 243.55 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $2.6M | 58k | 44.69 |
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| Meta Platforms Cl A (META) | 0.3 | $2.5M | 3.4k | 734.47 |
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| Broadcom (AVGO) | 0.3 | $2.4M | 7.3k | 329.91 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.3 | $2.3M | +13% | 110k | 21.22 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $2.0M | 2.7k | 746.63 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $2.0M | 6.3k | 315.42 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.2 | $1.8M | +3% | 69k | 25.62 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.2 | $1.7M | -5% | 40k | 42.76 |
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| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.2 | $1.7M | 65k | 26.23 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.7M | 2.8k | 600.28 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.6M | 2.4k | 666.32 |
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| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.2 | $1.5M | +2% | 55k | 26.47 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $1.4M | 21k | 68.46 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $1.4M | 36k | 38.57 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.2M | 10k | 112.75 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.1M | 2.3k | 502.74 |
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| Oracle Corporation (ORCL) | 0.1 | $1.1M | 4.1k | 281.24 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.1M | 1.5k | 763.21 |
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| Ishares Tr Ibonds Dec 2031 (IBMT) | 0.1 | $1.1M | NEW | 42k | 25.89 |
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| Visa Com Cl A (V) | 0.1 | $1.0M | 3.0k | 341.38 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.0M | 9.8k | 103.06 |
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| American Centy Etf Tr Avantis Emerging (AVXC) | 0.1 | $989k | 17k | 59.93 |
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| Amgen (AMGN) | 0.1 | $914k | +3% | 3.2k | 282.18 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $882k | 1.6k | 568.87 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $830k | 4.0k | 208.71 |
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| Abbvie (ABBV) | 0.1 | $807k | 3.5k | 231.54 |
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| At&t (T) | 0.1 | $791k | 28k | 28.24 |
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| American Express Company (AXP) | 0.1 | $783k | 2.4k | 332.09 |
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| Caterpillar (CAT) | 0.1 | $740k | 1.6k | 477.29 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $728k | -12% | 13k | 54.18 |
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| International Business Machines (IBM) | 0.1 | $720k | 2.6k | 282.18 |
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| Johnson & Johnson (JNJ) | 0.1 | $719k | -27% | 3.9k | 185.44 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $693k | 12k | 59.92 |
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| Procter & Gamble Company (PG) | 0.1 | $685k | +8% | 4.5k | 153.64 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $683k | 951.00 | 718.54 |
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| Home Depot (HD) | 0.1 | $671k | 1.7k | 405.12 |
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| Costco Wholesale Corporation (COST) | 0.1 | $643k | -13% | 694.00 | 926.08 |
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| Chevron Corporation (CVX) | 0.1 | $598k | +31% | 3.9k | 155.29 |
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| Ameriprise Financial (AMP) | 0.1 | $579k | 1.2k | 491.06 |
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| Tesla Motors (TSLA) | 0.1 | $553k | 1.2k | 444.81 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $544k | +4% | 812.00 | 669.30 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $540k | 3.8k | 143.18 |
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| Morgan Stanley Com New (MS) | 0.1 | $531k | 3.3k | 158.98 |
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| Verizon Communications (VZ) | 0.1 | $527k | 12k | 43.95 |
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| Emcor (EME) | 0.1 | $524k | -9% | 807.00 | 649.87 |
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| Pepsi (PEP) | 0.1 | $501k | +5% | 3.6k | 140.46 |
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| Vistra Energy (VST) | 0.1 | $489k | 2.5k | 195.92 |
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| Proshares Tr Ii Ulta Blmbg 2017 (UCO) | 0.1 | $481k | 21k | 22.48 |
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| Cisco Systems (CSCO) | 0.1 | $473k | 6.9k | 68.42 |
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| Kla Corp Com New (KLAC) | 0.1 | $467k | 433.00 | 1079.12 |
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| Ge Aerospace Com New (GE) | 0.1 | $446k | 1.5k | 300.82 |
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| Abbott Laboratories (ABT) | 0.1 | $444k | 3.3k | 133.95 |
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| Bank of America Corporation (BAC) | 0.1 | $433k | 8.4k | 51.59 |
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| Netflix (NFLX) | 0.1 | $426k | -7% | 355.00 | 1198.92 |
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| Targa Res Corp (TRGP) | 0.1 | $423k | -9% | 2.5k | 167.56 |
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| Capital One Financial (COF) | 0.1 | $421k | -12% | 2.0k | 212.62 |
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| Goldman Sachs (GS) | 0.1 | $419k | 526.00 | 796.07 |
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| Wells Fargo & Company (WFC) | 0.1 | $419k | 5.0k | 83.82 |
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| United Rentals (URI) | 0.1 | $414k | 434.00 | 954.66 |
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| Micron Technology (MU) | 0.1 | $412k | 2.5k | 167.35 |
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| Linde SHS (LIN) | 0.0 | $401k | 845.00 | 474.91 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $399k | 526.00 | 758.60 |
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| ConocoPhillips (COP) | 0.0 | $399k | 4.2k | 94.60 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $398k | 3.4k | 118.44 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $391k | 1.5k | 259.60 |
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| Metropcs Communications (TMUS) | 0.0 | $389k | 1.6k | 239.45 |
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| Quanta Services (PWR) | 0.0 | $386k | -6% | 931.00 | 414.24 |
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| Comfort Systems USA (FIX) | 0.0 | $384k | 466.00 | 824.82 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $384k | 2.9k | 133.90 |
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| DTE Energy Company (DTE) | 0.0 | $376k | +35% | 2.7k | 141.43 |
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| Advanced Micro Devices (AMD) | 0.0 | $374k | +4% | 2.3k | 161.79 |
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| Gilead Sciences (GILD) | 0.0 | $372k | 3.4k | 111.01 |
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| Jabil Circuit (JBL) | 0.0 | $369k | 1.7k | 217.17 |
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| UnitedHealth (UNH) | 0.0 | $364k | -26% | 1.1k | 345.43 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $362k | 2.2k | 167.31 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $360k | NEW | 1.7k | 215.79 |
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| Booking Holdings (BKNG) | 0.0 | $356k | 66.00 | 5399.27 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $356k | 1.4k | 246.58 |
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| Howmet Aerospace (HWM) | 0.0 | $356k | 1.8k | 196.23 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $352k | 3.7k | 95.46 |
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| Applied Materials (AMAT) | 0.0 | $346k | 1.7k | 204.73 |
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| Qualcomm (QCOM) | 0.0 | $344k | 2.1k | 166.33 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $338k | -8% | 1.0k | 323.58 |
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| Merck & Co (MRK) | 0.0 | $324k | 3.9k | 83.93 |
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| Coca-Cola Company (KO) | 0.0 | $323k | +6% | 4.9k | 66.32 |
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| Flex Ord (FLEX) | 0.0 | $319k | 5.5k | 57.97 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $308k | -5% | 1.0k | 296.29 |
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| TJX Companies (TJX) | 0.0 | $305k | 2.1k | 144.53 |
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| Union Pacific Corporation (UNP) | 0.0 | $298k | 1.3k | 236.37 |
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| General Motors Company (GM) | 0.0 | $297k | 4.9k | 60.97 |
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| Walt Disney Company (DIS) | 0.0 | $296k | +14% | 2.6k | 114.51 |
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| Williams-Sonoma (WSM) | 0.0 | $294k | 1.5k | 195.46 |
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| Deere & Company (DE) | 0.0 | $292k | 639.00 | 456.91 |
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| Amphenol Corp Cl A (APH) | 0.0 | $290k | 2.3k | 123.75 |
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| Steel Dynamics (STLD) | 0.0 | $288k | 2.1k | 139.43 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $287k | NEW | 3.3k | 87.31 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $287k | 6.2k | 46.12 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $285k | 9.0k | 31.62 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $283k | -5% | 567.00 | 499.21 |
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| Newmont Mining Corporation (NEM) | 0.0 | $281k | NEW | 3.3k | 84.31 |
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| Travelers Companies (TRV) | 0.0 | $280k | 1.0k | 279.22 |
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| Trane Technologies SHS (TT) | 0.0 | $269k | 637.00 | 422.02 |
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| Kroger (KR) | 0.0 | $265k | 3.9k | 67.41 |
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| Dick's Sporting Goods (DKS) | 0.0 | $264k | 1.2k | 222.31 |
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| Waste Management (WM) | 0.0 | $263k | 1.2k | 220.78 |
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| Tapestry (TPR) | 0.0 | $263k | 2.3k | 113.22 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $257k | NEW | 1.4k | 182.42 |
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| Cummins (CMI) | 0.0 | $257k | NEW | 608.00 | 422.45 |
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| Motorola Solutions Com New (MSI) | 0.0 | $253k | +2% | 554.00 | 457.29 |
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| Automatic Data Processing (ADP) | 0.0 | $252k | 857.00 | 293.50 |
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| McDonald's Corporation (MCD) | 0.0 | $251k | 827.00 | 303.83 |
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| Eaton Corp SHS (ETN) | 0.0 | $250k | 669.00 | 374.25 |
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| Williams Companies (WMB) | 0.0 | $249k | 3.9k | 63.35 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $242k | 1.3k | 183.68 |
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| Intuit (INTU) | 0.0 | $240k | 352.00 | 682.05 |
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| Citigroup Com New (C) | 0.0 | $239k | NEW | 2.4k | 101.51 |
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| Nrg Energy Com New (NRG) | 0.0 | $238k | 1.5k | 161.90 |
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| Cheniere Energy Com New (LNG) | 0.0 | $236k | 1.0k | 234.98 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $231k | 129.00 | 1789.16 |
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| Arista Networks Com Shs (ANET) | 0.0 | $230k | NEW | 1.6k | 145.71 |
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| Ge Vernova (GEV) | 0.0 | $229k | NEW | 373.00 | 614.90 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $228k | NEW | 1.2k | 192.74 |
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| CSX Corporation (CSX) | 0.0 | $228k | 6.4k | 35.51 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $227k | NEW | 469.00 | 484.78 |
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| Analog Devices (ADI) | 0.0 | $225k | 917.00 | 245.58 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $225k | 2.6k | 87.83 |
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| Mr Cooper Group | 0.0 | $222k | NEW | 1.1k | 210.79 |
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| Xcel Energy (XEL) | 0.0 | $220k | NEW | 2.7k | 80.65 |
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| American Electric Power Company (AEP) | 0.0 | $219k | 2.0k | 112.53 |
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| Ishares Tr Devsmcp Exna Etf (IEUS) | 0.0 | $219k | 3.2k | 67.38 |
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| MasTec (MTZ) | 0.0 | $219k | NEW | 1.0k | 212.81 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $218k | NEW | 2.0k | 108.99 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $218k | -15% | 6.9k | 31.42 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $217k | NEW | 1.9k | 113.06 |
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| United Therapeutics Corporation (UTHR) | 0.0 | $217k | NEW | 517.00 | 419.58 |
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| Philip Morris International (PM) | 0.0 | $216k | 1.3k | 162.20 |
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| Lowe's Companies (LOW) | 0.0 | $215k | NEW | 857.00 | 251.18 |
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| Blackrock (BLK) | 0.0 | $215k | NEW | 184.00 | 1166.24 |
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| 3M Company (MMM) | 0.0 | $213k | 1.4k | 155.16 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $212k | 636.00 | 332.69 |
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| AutoNation (AN) | 0.0 | $209k | NEW | 956.00 | 218.77 |
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| Hubbell (HUBB) | 0.0 | $209k | NEW | 485.00 | 429.88 |
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| Honeywell International (HON) | 0.0 | $208k | 989.00 | 210.40 |
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| Evercore Class A (EVR) | 0.0 | $206k | NEW | 610.00 | 337.20 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $206k | NEW | 871.00 | 236.06 |
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| Progressive Corporation (PGR) | 0.0 | $205k | 830.00 | 246.95 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $203k | NEW | 1.8k | 109.95 |
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| Cbre Group Cl A (CBRE) | 0.0 | $202k | NEW | 1.3k | 157.56 |
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| AutoZone (AZO) | 0.0 | $202k | NEW | 47.00 | 4290.23 |
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| Intel Corporation (INTC) | 0.0 | $202k | NEW | 6.0k | 33.55 |
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| Ford Motor Company (F) | 0.0 | $164k | 14k | 11.96 |
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Past Filings by Quantum Financial Advisors
SEC 13F filings are viewable for Quantum Financial Advisors going back to 2022
- Quantum Financial Advisors 2025 Q3 filed Oct. 8, 2025
- Quantum Financial Advisors 2025 Q2 filed July 11, 2025
- Quantum Financial Advisors 2025 Q1 filed April 9, 2025
- Quantum Financial Advisors 2024 Q4 filed Jan. 14, 2025
- Quantum Financial Advisors 2024 Q3 filed Oct. 4, 2024
- Quantum Financial Advisors 2024 Q2 filed July 15, 2024
- Quantum Financial Advisors 2024 Q1 filed April 26, 2024
- Quantum Financial Advisors 2023 Q4 filed Jan. 9, 2024
- Quantum Financial Advisors 2023 Q3 filed Nov. 29, 2023
- Quantum Financial Advisors 2023 Q2 filed Aug. 10, 2023
- Quantum Financial Advisors 2023 Q1 filed April 7, 2023
- Quantum Financial Advisors 2022 Q4 filed Jan. 18, 2023
- Quantum Financial Advisors 2022 Q3 filed Oct. 24, 2022
- Quantum Financial Advisors 2022 Q2 filed Aug. 15, 2022