Quantum Financial Advisors, LLC: 13F holdings

CIK 19291392026Q2

Positions251
Reported value$1.0bn
Filed2026-07-08

Change since last quarter

Positions251 (+20 vs prior quarter)
Reported value$1.0bn (+13.4%)

Top 10 holdings

SecuritySharesValueWeight
AVUS AMERICAN CENTY ETF TR907,573$116.2m11.5%
DFSU DIMENSIONAL ETF TRUST2,379,557$111.0m11.0%
DIMENSIONAL ETF TRUST894,764$73.4m7.3%
AVDE AMERICAN CENTY ETF TR463,319$41.3m4.1%
DFSI DIMENSIONAL ETF TRUST831,098$37.5m3.7%
AAPL APPLE INC119,335$34.5m3.4%
AVEM AMERICAN CENTY ETF TR345,315$33.3m3.3%
DFSB DIMENSIONAL ETF TRUST540,560$28.2m2.8%
DFSE DIMENSIONAL ETF TRUST528,686$25.8m2.6%
PAVE DIMENSIONAL ETF TRUST494,933$25.6m2.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1929139")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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