Quantum Financial Advisors, LLC
Q2 2026 13F Holdings
- Locationsanta monica, CA
- Num holdings
251
- Value ($000)
$1,010,913
- Date Filed 07/08/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $116.24M | 12 % | 907,573 | ||
DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | $110.96M | 11 % | 2,379,557 | ||
DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | 25434V625 | $73.35M | 7 % | 894,764 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $41.33M | 4 % | 463,319 | ||
DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | $37.48M | 4 % | 831,098 | ||
APPLE INC | COM | 037833100 | $34.53M | 3 % | 119,335 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $33.32M | 3 % | 345,315 | ||
DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | $28.17M | 3 % | 540,560 | ||
DIMENSIONAL ETF TRUST | EMER MARK SU ETF | 25434V682 | $25.84M | 3 % | 528,686 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $25.58M | 3 % | 494,933 |
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