Quantum Financial Advisors, LLC
Q3 2025 13F Holdings
- Locationsanta monica, CA
- Num holdings
201
- Value ($000)
$820,408
- Date Filed 10/08/2025
- Form type13F-HR
- CIK 0001929139
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
A AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $129.46M | 16 % | 1,190,992 | ||
D DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | $101.94M | 12 % | 2,400,105 | ||
A AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $35.05M | 4 % | 444,211 | ||
D DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | $35.02M | 4 % | 855,197 | ||
D DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | $25.95M | 3 % | 487,052 | ||
A AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $25.46M | 3 % | 339,002 | ||
D DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $23.86M | 3 % | 521,430 | ||
D DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 | $23.13M | 3 % | 562,822 | ||
A APPLE INC | COM | 037833100 | $21.08M | 3 % | 82,793 | ||
A AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $18.46M | 2 % | 207,295 |
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