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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 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 Q QNITY ELECTRONICS INC Technology 10,467.0 $1.7M 0.17% $163.31 -18.2%
62 DFAS DIMENSIONAL ETF TRUST 20,685.0 $1.7M 0.17% $82.34 +0.1%
63 AMGN AMGEN INC Healthcare 4,460.0 $1.6M 0.16% -95.0 -2.1% $362.10 +19.8%
64 DFAC DIMENSIONAL ETF TRUST 35,487.0 $1.6M 0.16% $44.36 +2.3%
65 DFCF DIMENSIONAL ETF TRUST 35,847.0 $1.5M 0.15% -630.0 -1.7% $42.21 -1.6%
66 LRCX LAM RESEARCH CORP Technology 3,375.0 $1.5M 0.14% -67.0 -1.9% $433.33 -28.3%
67 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,945.0 $1.5M 0.14% -347.0 -15.1% $746.79 +2.1%
68 AMD ADVANCED MICRO DEVICES INC Technology 2,396.0 $1.4M 0.14% -28.0 -1.2% $580.91 -19.2%
69 V VISA INC Financial Services 4,051.0 $1.4M 0.14% -38.0 -0.9% $343.09 +6.6%
70 JNJ JOHNSON & JOHNSON Healthcare 5,447.0 $1.4M 0.14% -469.0 -7.9% $253.99 +5.3%
71 AVGO BROADCOM INC Technology 3,639.0 $1.4M 0.14% -68.0 -1.8% $377.75 -3.6%
72 WMT WALMART INC Consumer Defensive 12,071.0 $1.4M 0.14% +2K +23.2% $113.26 -8.3%
73 BERKSHIRE HATHAWAY INC DEL 2,673.0 $1.3M 0.13% +367.0 +15.9% $500.39
74 KLAC KLA CORP Technology 4,361.0 $1.3M 0.13% +4K +884.4% $301.72 -38.4%
75 AMAT APPLIED MATLS INC Technology 1,692.0 $1.2M 0.12% $722.97 -31.4%
76 MCHP MICROCHIP TECHNOLOGY INC. Technology 12,893.0 $1.2M 0.12% $91.20 -16.9%
77 AXP AMERICAN EXPRESS CO Financial Services 3,422.0 $1.2M 0.11% -25.0 -0.7% $338.20 -2.1%
78 CSCO CISCO SYS INC Technology 9,659.0 $1.1M 0.11% -75.0 -0.8% $117.47 -6.7%
79 LNG CHENIERE ENERGY INC Energy 4,594.0 $1.1M 0.11% -30.0 -0.7% $239.01 +16.8%
80 INTC INTEL CORP Technology 7,709.0 $1.1M 0.11% +1K +21.6% $139.64 -34.0%
Page 4 of 13  ·  251 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%