Quantum Financial Advisors, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $523 Million distributed in 201 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 $129M, American Centy ETF Tr Avantis with a value of $35M, American Centy ETF Tr Avantis with a value of $25.5M, Dimensional ETF Tr with a value of $23.9M, and Apple Inc. with a value of $21.1M.
Examining the 13F form we can see an increase of $58M in the current position value, from $465M to 523M.
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.
Portfolio value
$523 Million
ETFs: $402 Million
Technology: $46.6 Million
Communication Services: $10.8 Million
Financial Services: $10.8 Million
Consumer Cyclical: $7.9 Million
Industrials: $7.44 Million
Healthcare: $5.52 Million
Consumer Defensive: $3.64 Million
Other: $5.72 Million
Stock Holdings Table Market Cap. of $200 Billions or more
