Quantum Financial Advisors, LLCStock Holdings
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13F Holdings
$641.71 million
$ Current Holdings
127
# Current Holdings
7
# Positions Opened
43
# Positions Increased
8
# Positions Closed
Holdings $ value (long only)
# of positions
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Holding by sector
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Jun 2026 | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DFAE | Dimensional - Emerging Core Equity Market ETF | $228,066,855 | 4,283,477 | 4,283,477 | 4,095,464 | 3,542,372 | 3,516,521 | 3,697,378 | 3,832,245 | 3,770,052 | 3,343,955 | |
| QGRO | American Century U.S. Quality Growth ETF | $142,103,093 | 1,734,668 | 1,734,668 | 1,698,566 | 1,708,640 | 1,626,108 | 1,556,294 | 1,534,543 | 1,500,862 | 1,477,090 | |
| AAPL | Apple Inc. | $34,530,683 | 119,335 | 119,335 | 119,454 | 118,439 | 82,793 | 68,883 | 69,423 | 68,913 | 62,909 | |