Quantum Financial Advisors

$1.0B 13F equity value
262 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Quantum Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
AVUSAMERICAN CENTY ETF TR907,573$116M11.5%
DFSUDIMENSIONAL ETF TRUST2,379,557$111M11.0%
DCORDIMENSIONAL ETF TRUST894,764$73M7.3%
AVDEAMERICAN CENTY ETF TR463,319$41M4.1%
DFSIDIMENSIONAL ETF TRUST831,098$37M3.7%
AAPLAPPLE INC119,335$35M3.4%
AVEMAMERICAN CENTY ETF TR345,315$33M3.3%
DFSBDIMENSIONAL ETF TRUST540,560$28M2.8%
DFSEDIMENSIONAL ETF TRUST528,686$26M2.6%
DFAUDIMENSIONAL ETF TRUST494,933$26M2.5%

Track Quantum Financial Advisors's 13F portfolio: $1.0B in reported holdings, 262 positions. Top holdings and quarterly changes on SentiSense.

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