Quantum Financial Advisors, LLC Portfolio Holdings

Quantum Financial Advisors, LLC has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $412 Million distributed in 189 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 $91.9M, American Centy ETF Tr Avantis with a value of $26.6M, Dimensional ETF Tr with a value of $23.8M, American Centy ETF Tr Avantis with a value of $18.4M, and American Centy ETF Tr Avantis with a value of $18.2M.

Examining the 13F form we can see an increase of $1.1M in the current position value, from $410M to 412M.

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.