QUANTUM FINANCIAL PARTNERS LLC

Q2 2026 13F Holdings

  • Location
    overland park, KS
  • Num holdings

    153

  • Value ($000)

    $195,529

  • Date Filed
    07/20/2026
  • Form type
    13F-HR
  • CIK
    0002103577
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREAT UNIT
$11.69M
6 %

247,649

CGBL

CAPITAL GROUP CORE BALANCED

SHS
$9.94M
5 %

261,952

AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
$9.12M
5 %

99,991

IGBH

ISHARES U S ETF TR

INT RT HD LONG
$6.91M
4 %

281,200

CGCP

CAPITAL GRP FIXED INCM ETF T

CORE PLUS INCM
$6.69M
3 %

300,192

CGXU

CAPITAL GROUP INTL FOCUS EQT

SHS CREAT UNIT
$6.53M
3 %

188,655

NDQ

INVESCO QQQ TR

UNIT SER 1
$6.48M
3 %

8,797

TEQI

T ROWE PRICE EXCHANGE-TRADED

PRICE EQT INCOME
$5.98M
3 %

118,669

SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
$5.55M
3 %

7,431

JGRO

J P MORGAN EXCHANGE TRADED F

ACTIVE GROWTH
$5.2M
3 %

52,705

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