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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VLO VALERO ENERGY CORP Energy 1,083.0 $282K 0.03% +17.0 +1.6% $260.33 +32.3%
62 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 132.0 $275K 0.03% +3.0 +2.3% $2080.79 +3.8%
63 IBCA ISHARES TR 10,604.0 $272K 0.03% +1K +15.5% $25.61 -2.3%
64 IBIL ISHARES TR 10,258.0 $263K 0.03% +1K +14.9% $25.65 -2.9%
65 EOG EOG RES INC Energy 1,981.0 $257K 0.03% +66.0 +3.5% $129.75 +17.2%
66 TRGP TARGA RES CORP Energy 920.0 $247K 0.02% +30.0 +3.4% $268.22 +12.5%
67 MCD MCDONALDS CORP Consumer Cyclical 880.0 $238K 0.02% +46.0 +5.5% $270.26 -0.3%
68 IEUS ISHARES TR 3,360.0 $233K 0.02% +112.0 +3.5% $69.21 +6.1%
69 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,251.0 $223K 0.02% +1K +2402.0% $178.24 +18.0%
Page 4 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%