Quantum Financial Advisors, LLC
All 13F Filings
- Location
- Santa Monica, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,010,913
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/8/2026 | 251 | 1,010,913 | 13F-HR | Quantum Financial Advisors, LLC |
| Q1 2026 | 4/8/2026 | 231 | 891,385 | 13F-HR | Quantum Financial Advisors, LLC |
| Q4 2025 | 1/12/2026 | 220 | 890,535 | 13F-HR | Quantum Financial Advisors, LLC |
| Q3 2025 | 10/8/2025 | 201 | 820,408 | 13F-HR | Quantum Financial Advisors, LLC |
| Q2 2025 | 7/11/2025 | 181 | 738,851 | 13F-HR | Quantum Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 156.3 K | 15.5% | 29.52 K | 0 | 29.52 K |
| ETFs | 758.5 K | 75.0% | 82.83 K | 0 | 82.83 K |
| Debt | 96.18 K | 9.5% | 7.189 K | 0 | 7.189 K |
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Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
1,010,913
Holdings
251
QoQ value change ($000)
119,528
(13.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.