QUANTUM FINANCIAL PARTNERS LLC

All 13F Filings

Location
Overland Park, KS
Most recent 13F
Q3 2026
Holdings value ($000)
194,028
Description
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Website
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Founded
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Chairman
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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
Q3 2026 10/19/2026 152 194,028 13F-HR QUANTUM FINANCIAL PARTNERS LLC
Q2 2026 7/20/2026 153 195,529 13F-HR QUANTUM FINANCIAL PARTNERS LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 84.24 K 45.4% 1.544 K 0 1.544 K
ETFs 96 K 51.8% 0 3.934 K -3.934 K
Debt 5.159 K 2.8% 58 0 58
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Fund Snapshot

Q3 2026
Latest filed
10/19/2026
Total value ($000)
194,028
Holdings
152
QoQ value change ($000)
-1,501 (-0.8%)
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.