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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 5 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VNQ VANGUARD INDEX FDS 5,039.0 $486K 0.25% NEW $96.42 +0.0%
82 MS MORGAN STANLEY Financial Services 2,225.0 $465K 0.24% NEW $209.00 +2.1%
83 QEW INVESCO EXCH TRADED FD TR II 15,200.0 $460K 0.23% NEW $30.29 -0.2%
84 KMI KINDER MORGAN INC DEL Energy 14,199.0 $454K 0.23% NEW $31.97 +0.8%
85 USMV ISHARES TR 4,700.0 $453K 0.23% NEW $96.45 +5.3%
86 AVUV AMERICAN CENTY ETF TR 3,444.0 $430K 0.22% NEW $124.76 +0.2%
87 V VISA INC Financial Services 1,245.0 $427K 0.22% NEW $343.22 +10.5%
88 CSCO CISCO SYS INC Technology 3,555.0 $418K 0.21% NEW $117.45 -5.9%
89 DEA EASTERLY GOVT PPTYS INC Real Estate 16,270.0 $406K 0.21% NEW $24.93 -1.6%
90 EMR EMERSON ELEC CO Industrials 2,830.0 $405K 0.21% NEW $143.13 +6.5%
91 SPMO INVESCO EXCH TRADED FD TR II 2,425.0 $392K 0.20% NEW $161.54 -8.9%
92 FV FIRST TR EXCHANGE TRADED FD 5,128.0 $389K 0.20% NEW $75.87 -3.2%
93 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,577.0 $385K 0.20% NEW $33.29 +34.2%
94 WFC WELLS FARGO & CO Financial Services 4,660.0 $385K 0.20% NEW $82.64 +4.5%
95 GE GE AEROSPACE Industrials 1,023.0 $382K 0.20% NEW $373.74 -10.2%
96 ETN EATON CORP PLC Industrials 867.0 $369K 0.19% NEW $426.12 -5.7%
97 PG PROCTER & GAMBLE CO Consumer Defensive 2,500.0 $367K 0.19% NEW $146.65 -1.0%
98 SPHQ INVESCO EXCHANGE TRADED FD T 3,925.0 $354K 0.18% NEW $90.10 -5.2%
99 BLUEROCK PVT REAL ESTATE FD 26,777.0 $348K 0.18% NEW $13.01
100 TDG TRANSDIGM GROUP INC Industrials 260.0 $346K 0.18% NEW $1332.04 -12.0%
Page 5 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%