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Portfolio (Quarterly) Guide ↗

Quantum Financial Advisors, LLC

· CIK 0001929139
13F Portfolio $891M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 220 New
Page 5 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCHP MICROCHIP TECHNOLOGY INC. Technology 12,837.0 $818K 0.09% NEW $63.72 +45.6%
82 VBR VANGUARD INDEX FDS 3,776.0 $800K 0.09% NEW $211.79 +6.7%
83 PG PROCTER AND GAMBLE CO Consumer Defensive 5,247.0 $752K 0.08% NEW $143.31 -0.6%
84 IBM INTERNATIONAL BUSINESS MACHS Technology 2,472.0 $732K 0.08% NEW $296.16 -24.8%
85 VEA VANGUARD TAX-MANAGED FDS 11,572.0 $723K 0.08% NEW $62.47 +10.4%
86 VWO VANGUARD INTL EQUITY INDEX F 13,428.0 $722K 0.08% NEW $53.76 +7.6%
87 EA ELECTRONIC ARTS INC Communication Services 3,505.0 $716K 0.08% NEW $204.33 -1.6%
88 HD HOME DEPOT INC Consumer Cyclical 2,067.0 $711K 0.08% NEW $344.05 -12.9%
89 BAC BANK AMERICA CORP Financial Services 12,883.0 $709K 0.08% NEW $55.00 -7.8%
90 MU MICRON TECHNOLOGY INC Technology 2,474.0 $706K 0.08% NEW $285.46 +138.8%
91 T AT&T INC Communication Services 27,646.0 $687K 0.08% NEW $24.84 -1.6%
92 CSCO CISCO SYS INC Technology 8,904.0 $686K 0.08% NEW $77.03 +54.3%
93 KO COCA COLA CO Consumer Defensive 9,614.0 $672K 0.07% NEW $69.91 +16.1%
94 PEP PEPSICO INC Consumer Defensive 4,618.0 $663K 0.07% NEW $143.53 +3.8%
95 CRM SALESFORCE INC Technology 2,423.0 $642K 0.07% NEW $264.91 -32.2%
96 AFL AFLAC INC Financial Services 5,745.0 $634K 0.07% NEW $110.27 +7.4%
97 LOW LOWES COS INC Consumer Cyclical 2,577.0 $621K 0.07% NEW $241.12 -9.6%
98 MRK MERCK & CO INC Healthcare 5,777.0 $608K 0.07% NEW $105.26 +6.9%
99 COST COSTCO WHSL CORP NEW Consumer Defensive 695.0 $600K 0.07% NEW $862.76 +21.6%
100 MS MORGAN STANLEY Financial Services 3,346.0 $594K 0.07% NEW $177.55 +8.5%
Page 5 of 11  ·  220 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 41.2%
Financial Services 21.1%
Communication Services 9.2%
Consumer Cyclical 7.1%
Industrials 6.6%
Healthcare 6.4%
Consumer Defensive 3.4%
Energy 3.0%
Utilities 1.0%
Basic Materials 0.8%