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Portfolio (Quarterly) Guide ↗

Quantum Financial Advisors, LLC

· CIK 0001929139
13F Portfolio $1.0B AUM 251 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 30 New 69 Added 89 Reduced 10 Exited
Page 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MRK MERCK & CO INC Healthcare 6,793.0 $873K 0.09% +158.0 +2.4% $128.50 +17.6%
42 VWO VANGUARD INTL EQUITY INDEX F 13,968.0 $834K 0.08% +540.0 +4.0% $59.69 +0.3%
43 IBIJ ISHARES TR 24,736.0 $645K 0.06% +8K +52.1% $26.10 -2.7%
44 IVV ISHARES TR 846.0 $634K 0.06% +34.0 +4.2% $748.89 +2.4%
45 PEP PEPSICO INC Consumer Defensive 4,613.0 $625K 0.06% +27.0 +0.6% $135.41 +5.4%
46 GLW CORNING INC Technology 2,436.0 $622K 0.06% +35.0 +1.5% $255.43 -40.9%
47 PM PHILIP MORRIS INTL INC Consumer Defensive 2,917.0 $528K 0.05% +69.0 +2.4% $180.91 +7.0%
48 CVX CHEVRON CORPORATION Energy 3,094.0 $513K 0.05% +159.0 +5.4% $165.76 +24.9%
49 UNH UNITEDHEALTH GROUP INC Healthcare 1,138.0 $473K 0.05% +64.0 +6.0% $415.77 -7.3%
50 CMI CUMMINS INC Industrials 623.0 $444K 0.04% +6.0 +1.0% $713.35 -16.8%
51 VIG VANGUARD SPECIALIZED FUNDS 1,860.0 $440K 0.04% +175.0 +10.4% $236.62 +2.8%
52 TXN TEXAS INSTRS INC Technology 1,333.0 $397K 0.04% +27.0 +2.1% $297.99 -10.7%
53 WBD WARNER BROS DISCOVERY INC Communication Services 14,738.0 $393K 0.04% +113.0 +0.8% $26.66 +6.0%
54 COF CAPITAL ONE FINL CORP Financial Services 1,934.0 $388K 0.04% +73.0 +3.9% $200.66 +7.4%
55 UNP UNION PAC CORP Industrials 1,306.0 $355K 0.04% +21.0 +1.6% $272.00 +12.6%
56 IBDZ ISHARES TR 13,226.0 $345K 0.03% +955.0 +7.8% $26.05 -2.0%
57 ITW ILLINOIS TOOL WKS INC Industrials 1,216.0 $329K 0.03% +19.0 +1.6% $270.47 +4.7%
58 IBIK ISHARES TR 12,431.0 $322K 0.03% +851.0 +7.3% $25.89 -2.8%
59 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 985.0 $313K 0.03% +8.0 +0.8% $317.53 -9.1%
60 PFF ISHARES TR 9,774.0 $298K 0.03% +777.0 +8.6% $30.49 +0.0%
Page 3 of 4  ·  69 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.1%
Financial Services 18.3%
Industrials 8.6%
Communication Services 7.6%
Consumer Cyclical 6.7%
Healthcare 6.1%
Consumer Defensive 3.4%
Energy 3.3%
Utilities 1.1%
Basic Materials 0.9%