Quantum Financial Advisors, LLC Portfolio Holdings
Quantum Financial Advisors, LLC
- $465 Million
- Q2 2025
Quantum Financial Advisors, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $465 Million distributed in 181 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 $112M, American Centy ETF Tr Avantis with a value of $31.8M, Dimensional ETF Tr with a value of $25.3M, American Centy ETF Tr Avantis with a value of $22M, and Dimensional ETF Tr Dimensional with a value of $17.6M.
Examining the 13F form we can see an increase of $48.8M in the current position value, from $416M to 465M.
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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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