Quantum Private Wealth, LLC
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 390,194
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/29/2026 | 171 | 390,194 | 13F-HR | Quantum Private Wealth, LLC |
| Q1 2026 | 4/27/2026 | 165 | 323,712 | 13F-HR | Quantum Private Wealth, LLC |
| Q4 2025 | 2/6/2026 | 169 | 342,441 | 13F-HR | Quantum Private Wealth, LLC |
| Q3 2025 | 11/10/2025 | 175 | 342,169 | 13F-HR | Quantum Private Wealth, LLC |
| Q2 2025 | 8/12/2025 | 170 | 308,914 | 13F-HR | Quantum Private Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 363.2 K | 93.1% | 55.93 K | 0 | 55.93 K |
| ETFs | 26.97 K | 6.9% | 10.56 K | 0 | 10.56 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
390,194
Holdings
171
QoQ value change ($000)
66,482
(20.5%)
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.