Quantum Financial Advisors, LLC - Portfolio overview

Quantum Financial Advisors, LLC has 251 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFSU - DIMENSIONAL ETF TRUST, 10.91%
2. AVUS - AMERICAN CENTY ETF TR, 10.80%
3. DCOR - DIMENSIONAL ETF TRUST, 6.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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