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Portfolio (Quarterly) Guide ↗

QUANTUM FINANCIAL PARTNERS LLC

· CIK 0002103577
13F Portfolio $196M AUM 153 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 153 New
Page 2 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVSC AMERICAN CENTY ETF TR 33,064.0 $2.4M 1.24% NEW $73.34 -0.9%
22 GOOGL ALPHABET INC Communication Services 6,542.0 $2.3M 1.20% NEW $357.43 -5.1%
23 IWR ISHARES TR 20,960.0 $2.3M 1.18% NEW $110.32 +1.2%
24 BERKSHIRE HATHAWAY INC DEL 4,379.0 $2.2M 1.12% NEW $500.39
25 MCD MCDONALDS CORP Consumer Cyclical 7,810.0 $2.1M 1.08% NEW $270.31 -2.5%
26 DIA STATE STR SPDR DOW JONES IND Financial Services 3,950.0 $2.1M 1.05% NEW $522.27 +1.8%
27 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 66,364.0 $2.0M 1.02% NEW $30.17 +12.1%
28 FLOT ISHARES TR 38,230.0 $2.0M 1.00% NEW $51.05 -0.0%
29 CGMU CAPITAL GRP FIXED INCM ETF T 63,567.0 $1.7M 0.89% NEW $27.47 -1.9%
30 JPM JPMORGAN CHASE & CO Financial Services 5,194.0 $1.7M 0.87% NEW $327.31 +8.8%
31 MSFT MICROSOFT CORP Technology 4,445.0 $1.7M 0.85% NEW $373.04 +36.0%
32 AMZN AMAZON COM INC Consumer Cyclical 6,806.0 $1.6M 0.83% NEW $238.34 +9.0%
33 GLD SPDR GOLD TR Financial Services 4,287.0 $1.6M 0.81% NEW $368.38 +10.9%
34 VO VANGUARD INDEX FDS 18,292.0 $1.5M 0.75% NEW $80.57 +1.9%
35 IVV ISHARES TR 1,962.0 $1.5M 0.75% NEW $748.79 +2.9%
36 VTEB VANGUARD MUN BD FDS 27,741.0 $1.4M 0.72% NEW $50.58 -2.5%
37 SPLV INVESCO EXCH TRADED FD TR II 18,552.0 $1.4M 0.71% NEW $74.90 -0.3%
38 TSLA TESLA INC Consumer Cyclical 3,231.0 $1.4M 0.69% NEW $420.60 -12.5%
39 WMT WALMART INC Consumer Defensive 11,685.0 $1.3M 0.68% NEW $113.26 -7.4%
40 AMD ADVANCED MICRO DEVICES INC Technology 2,263.0 $1.3M 0.67% NEW $580.91 -19.0%
Page 2 of 8  ·  153 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
Financial Services 39.5%
Technology 21.8%
Consumer Cyclical 9.6%
Industrials 7.8%
Communication Services 5.2%
Healthcare 4.1%
Consumer Defensive 4.1%
Energy 3.8%
Utilities 3.4%
Real Estate 0.6%