Quantum Financial Advisors, LLC: 13F holdings
CIK 19291392026Q2
| Positions | 251 |
|---|---|
| Reported value | $1.0bn |
| Filed | 2026-07-08 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AVUS AMERICAN CENTY ETF TR | 907,573 | $116.2m | 11.5% |
| DIMENSIONAL ETF TRUST | 2,379,557 | $111.0m | 11.0% |
| DIMENSIONAL ETF TRUST | 894,764 | $73.4m | 7.3% |
| AVDE AMERICAN CENTY ETF TR | 463,319 | $41.3m | 4.1% |
| DIMENSIONAL ETF TRUST | 831,098 | $37.5m | 3.7% |
| AAPL APPLE INC | 119,335 | $34.5m | 3.4% |
| AVEM AMERICAN CENTY ETF TR | 345,315 | $33.3m | 3.3% |
| DIMENSIONAL ETF TRUST | 540,560 | $28.2m | 2.8% |
| DIMENSIONAL ETF TRUST | 528,686 | $25.8m | 2.6% |
| PAVE DIMENSIONAL ETF TRUST | 494,933 | $25.6m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1929139")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.