Quantum Financial Advisors, LLC Incresed Positions in Q3 2025

Quantum Financial Advisors, LLC

  • $523 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
82.1K
+ 7.4%
$101.2 - $109.16 $8.31M - $8.96M
1.19M $129M
AAPL
Apple Inc.

Technology
13.9K
+ 20.19%
$202.38 - $256.87 $2.82M - $3.57M
82.8K $21.1M
AVEM
American Centy ETF Tr Avantis

ETFs
18.3K
+ 5.71%
$68.33 - $75.41 $1.25M - $1.38M
339K $25.5M
AVDE
American Centy ETF Tr Avantis

ETFs
15.1K
+ 3.51%
$73.24 - $79.04 $1.1M - $1.19M
444K $35M
AVUV
American Centy ETF Tr Avantis

ETFs
11.6K
+ 8.69%
$90.37 - $102.12 $1.05M - $1.19M
145K $14.5M
AVDV
American Centy ETF Tr Avantis

ETFs
3K
+ 1.47%
$79.24 - $89.03 $237K - $267K
207K $18.5M
GLDM
World Gold Trust

ETFs
9.58K
+ 10.56%
$64.73 - $76.45 $620K - $732K
100K $7.67M
NVDA
Nvidia Corp

Technology
1.78K
+ 4.97%
$153.3 - $186.58 $273K - $332K
37.6K $7.02M
IBMP
Ishares Tr Ibonds December 202

ETFs
45.2K
+ 31.75%
$25.3 - $25.56 $1.14M - $1.16M
188K $4.78M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
42.4K
+ 48.67%
$25.37 - $25.79 $1.08M - $1.09M
130K $3.32M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
46.2K
+ 38.13%
$23.13 - $23.54 $1.07M - $1.09M
167K $3.92M
IBMO
Ishares Tr Ibonds December 202

ETFs
42.4K
+ 27.08%
$25.58 - $25.72 $1.08M - $1.09M
199K $5.1M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
14.3K
+ 3.97%
$45.72 - $47.27 $652K - $674K
373K $17.5M
GOOG
Alphabet Inc.

Communication Services
87
+ 0.77%
$175.16 - $255.24 $15.2K - $22.2K
11.4K $2.77M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
30.7K
+ 17.59%
N/A
205K $4.88M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
27.7K
+ 19.09%
$25.24 - $25.56 $700K - $709K
173K $4.42M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
27.2K
+ 17.24%
$24.14 - $24.34 $657K - $662K
185K $4.5M
IBDV
Ishares Tr

Technology
23.1K
+ 20.78%
$21.75 - $22.22 $501K - $512K
134K $2.97M
DFSV
Dimensional ETF Tr Dimensional

ETFs
681
+ 0.6%
$29.2 - $32.74 $19.9K - $22.3K
115K $3.65M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
12.9K
+ 13.29%
$20.77 - $21.32 $267K - $274K
110K $2.33M
CVX
Chevron Corp

Energy
914
+ 31.13%
$145.57 - $161.83 $133K - $148K
3.85K $597K
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.14%
$184.85 - $231.54 $924 - $1.16K
3.49K $807K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
419
+ 0.73%
$41.91 - $44.87 $17.6K - $18.8K
58.1K $2.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11
+ 0.4%
$546.99 - $602.2 $6.02K - $6.62K
2.78K $1.67M
DTE
Dte Energy CO

Utilities
698
+ 35.65%
$130.26 - $141.49 $90.9K - $98.8K
2.66K $375K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4
+ 0.01%
$36.04 - $38.78 $144 - $155
35.5K $1.37M
AMZN
Amazon Com Inc

Consumer Cyclical
412
+ 2.63%
$211.65 - $238.24 $87.2K - $98.2K
16.1K $3.52M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
2.36K
+ 3.54%
$24.97 - $25.78 $58.8K - $60.7K
69K $1.77M
VBR
Vanguard Small Cap Value ETF

ETFs
47
+ 1.2%
$195.41 - $212.37 $9.18K - $9.98K
3.98K $830K
IVV
Ishares Core S&P 500 ETF

ETFs
33
+ 4.24%
$620.67 - $670.08 $20.5K - $22.1K
812 $543K
AMD
Advanced Micro Devices Inc

Technology
101
+ 4.57%
$134.8 - $184.42 $13.6K - $18.6K
2.31K $373K
APH
Amphenol Corp

Technology
2
+ 0.09%
$97.39 - $125.4 $195 - $251
2.35K $290K
PEP
Pepsico Inc

Consumer Defensive
188
+ 5.57%
$133.81 - $152.16 $25.2K - $28.6K
3.56K $500K
VEA
Vanguard Ftse Developed Market

ETFs
135
+ 1.18%
$56.02 - $60.3 $7.56K - $8.14K
11.6K $693K
AMGN
Amgen Inc

Healthcare
111
+ 3.55%
$271.18 - $309.22 $30.1K - $34.3K
3.24K $914K
PG
Procter & Gamble CO

Consumer Defensive
366
+ 8.94%
$150.47 - $161.22 $55.1K - $59K
4.46K $685K
MSI
Motorola Solutions, Inc.

Technology
14
+ 2.59%
$408.73 - $490.3 $5.72K - $6.86K
554 $253K
DIS
Walt Disney CO

Communication Services
319
+ 14.07%
$112.25 - $124.0 $35.8K - $39.6K
2.59K $296K
ETN
Eaton Corp PLC

Industrials
1
+ 0.15%
$342.99 - $392.76 $343 - $393
669 $250K
MMM
3 M CO

Industrials
1
+ 0.07%
$144.41 - $160.2 $144 - $160
1.38K $213K
WMB
Williams Companies, Inc.

Energy
1
+ 0.03%
$56.52 - $64.01 $56.5 - $64
3.93K $249K
Lam Research Corp
1
+ 0.03%
N/A
2.86K $0
Ishares Tr
935
+ 0.86%
N/A
109K $0
Ishares Tr
2.02K
+ 1.59%
N/A
129K $0
Ishares Tr
3.25K
+ 2.52%
N/A
132K $0
Ishares Tr
17.5K
+ 11.49%
N/A
170K $0
GILD
Gilead Sciences, Inc.

Healthcare
2
+ 0.06%
$108.22 - $120.47 $216 - $241
3.35K $371K
Ishares Tr
41.7K
+ 22.42%
N/A
228K $0
DFSU
Dimensional ETF Tr Dimen Us Su
694
+ 0.03%
N/A
2.4M $0
Activity Summary
Buys All Purchases 89 New Holdings 27 Increased Positions 62 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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