account_balance
Investment manager · 13F filer · SEC CIK 2103577
Quantum Financial Partners LLC
Reported value$194Mas of Sep 30, 2026
Positions152 16 new, 17 sold out
Top 10 weight36.3%CGGR alone is 6%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGGRCapital Group Growth ETF
5.6%Trimmed −8%
AVLVAmerican Centy ETF Tr
4.5%Trimmed −2%
CGBLCapital Group Core Balanced
4.2%Trimmed −15%
IGBHiShares U S ETF Tr
3.9%Added +10%
QQQInvesco QQQ Tr
3.4%
SPYSPDR S&P 500 ETF Trust
3.1%Added +7%
AAPLApple Inc.
2.9%Added +23%
CGXUCapital Group Intl Focus Eqt
2.9%Trimmed −13%
JGROJ P Morgan Exchange Traded F
2.9%Added +10%
TEQIT Rowe Price Exchange-Traded
2.8%Trimmed −9%
CGCPCapital GRP Fixed Incm ETF T
2.8%Trimmed −15%
VIGVanguard Specialized Funds
2.3%−5%
CGGRCapital Group Growth ETF
5.6%−8%
AVLVAmerican Centy ETF Tr
4.5%
CGBLCapital Group Core Balanced
4.2%
IGBHiShares U S ETF Tr
3.9%+10%
QQQInvesco QQQ Tr
3.4%
SPYSPDR S&P 500 ETF Trust
3.1%+7%
AAPLApple Inc.
2.9%
CGXUCapital Group Intl Focus Eqt
2.9%
JGROJ P Morgan Exchange Traded F
2.9%
TEQIT Rowe Price Exchange-Traded
2.8%
CGCPCapital GRP Fixed Incm ETF T
2.8%
VIGVanguard Specialized Funds
2.3%
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
CGGR Capital Group Growth ETF 5.6% Trimmed −8%
AVLV American Centy ETF Tr 4.5% Trimmed −2%
CGBL Capital Group Core Balanced 4.2% Trimmed −15%
IGBH iShares U S ETF Tr 3.9% Added +10%
QQQ Invesco QQQ Tr 3.4% Held
SPY SPDR S&P 500 ETF Trust 3.1% Added +7%AAPL Apple Inc. 2.9% Added +23%CGXU Capital Group Intl Focus Eqt 2.9% Trimmed −13%
JGRO J P Morgan Exchange Traded F 2.9% Added +10%
TEQI T Rowe Price Exchange-Traded 2.8% Trimmed −9%
CGCP Capital GRP Fixed Incm ETF T 2.8% Trimmed −15%
VIG Vanguard Specialized Funds 2.3% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
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