Quantum Financial Advisors, LLC Portfolio Holdings
Quantum Financial Advisors, LLC
- $665 Million
- Q4 2025
Quantum Financial Advisors, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $665 Million distributed in 220 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $135M, Ishares S&P 100 ETF with a value of $97.7M, American Centy ETF Tr Avantis with a value of $37.5M, Apple Inc. with a value of $31.7M, and American Centy ETF Tr Avantis with a value of $27.9M.
Examining the 13F form we can see an increase of $142M in the current position value, from $523M to 665M.
Quantum Financial Advisors, LLC is based out at Manhattan Beach, CA
Below you can find more details about Quantum Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 220
- Current Value $665 Million
- Prior Value $523 Million
- Filing
- Period Q4 2025
- Filing Date January 12, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 36 stocks
- Additional Purchases 133 stocks
- Sold out of 0 stocks
- Reduced holdings in 39 stocks