account_balance

Investment manager · 13F filer · SEC CIK 1929139

Quantum Financial Advisors, LLC

Reported value$1.04Bas of Sep 30, 2026
Positions264 30 new, 17 sold out
Top 10 weight53.0%AVUS alone is 12%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AVUS American Centy ETF Tr 11.9% Added +6%
DFSU Dimensional ETF Trust 10.7% Held
DCOR Dfa Invt Dimensions Group In 7.2% Held
AVDE American Centy ETF Tr 4.4% Added +9%
AAPL Apple Inc. 3.9% Added +3%
DFSI Dimensional ETF Trust 3.7% Added +3%
AVEM American Centy ETF Tr 3.4% Added +9%
DFSB Dimensional ETF Trust 2.8% Added +10%
DFAU Dimensional ETF Trust 2.5% Held
DFGP Dimensional ETF Trust 2.4% Added +20%
AVDV American Centy ETF Tr 2.3% Added +8%
DFSE Dimensional ETF Trust 2.3% Trimmed −7%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Jul 8, 2026 filing
add_circleNew
  • VGSR $1.28M
  • NUSC $932K
  • SPCX $495K
  • NUMV $491K
arrow_upwardAdded
  • IBDW +52%
  • IBIH +31%
  • IBDX +31%
  • IBDV +30%
arrow_downwardTrimmed
  • DISV −33%
  • DFSE −7%
  • VTI −6%
  • IBMP −2%
remove_circleSold out
  • IBIC $6.9M
  • IBDR $4.5M
  • DUSB $3.17M
  • IBMO $2.66M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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