Quantum Financial Advisors, LLC Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$670.9B
Holdings
175
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (175 positions)
| Stock | Value |
|---|---|
AVUSAMERICAN CENTY ETF TR | $94.6M |
DFSUDIMENSIONAL ETF TRUST | $81.7M |
DFSIDIMENSIONAL ETF TRUST | $32.3M |
AVDEAMERICAN CENTY ETF TR | $28.6M |
DFSBDIMENSIONAL ETF TRUST | $23.5M |
DFAUDIMENSIONAL ETF TRUST | $23.4M |
DFSEDIMENSIONAL ETF TRUST | $19.7M |
DFGRDIMENSIONAL ETF TRUST | $19.4M |
AVEMAMERICAN CENTY ETF TR | $18.5M |
DFAIDIMENSIONAL ETF TRUST | $17.7M |
VMBSVANGUARD SCOTTSDALE FDS | $16.9M |
DCORDIMENSIONAL ETF TRUST | $16.6M |
DISVDIMENSIONAL ETF TRUST | $16.0M |
AVREAMERICAN CENTY ETF TR | $15.7M |
AAPLAPPLE INC | $15.4M |
DFATDIMENSIONAL ETF TRUST | $15.4M |
AVDVAMERICAN CENTY ETF TR | $14.2M |
AVUVAMERICAN CENTY ETF TR | $10.2M |
DFGPDIMENSIONAL ETF TRUST | $9.5M |
DFAEDIMENSIONAL ETF TRUST | $6.7M |
DFUSDIMENSIONAL ETF TRUST | $6.3M |
IBICISHARES TR | $6.2M |
MSFTMICROSOFT CORP | $5.7M |
IBIDISHARES TR | $5.5M |
IBIEISHARES TR | $5.5M |
IBIFISHARES TR | $4.6M |
AVIGAMERICAN CENTY ETF TR | $4.4M |
IBIGISHARES TR | $4.4M |
AQLTISHARES TR | $3.9M |
IBIHISHARES TR | $3.9M |
IBMOISHARES TR | $3.9M |
IBDRISHARES TR | $3.7M |
VTIVANGUARD INDEX FDS | $3.6M |
NVDANVIDIA CORPORATION | $3.5M |
IBMPISHARES TR | $3.5M |
IBIIISHARES TR | $3.3M |
IBIJISHARES TR | $3.2M |
IBDSISHARES TR | $3.2M |
IBDTISHARES TR | $3.2M |
IBIKISHARES TR | $2.8M |
DFUVDIMENSIONAL ETF TRUST | $2.7M |
AMZNAMAZON COM INC | $2.7M |
IBDQISHARES TR | $2.6M |
IBDUISHARES TR | $2.5M |
IAUISHARES TR | $2.5M |
DFSVDIMENSIONAL ETF TRUST | $2.5M |
IBDVISHARES TR | $2.3M |
IBMQISHARES TR | $2.1M |
METAMETA PLATFORMS INC | $2.0M |
DFCFDIMENSIONAL ETF TRUST | $2.0M |
IBDWISHARES TR | $1.9M |
IBMSISHARES TR | $1.9M |
IBMRISHARES TR | $1.9M |
GOOGALPHABET INC | $1.7M |
GOOGLALPHABET INC | $1.7M |
IBDXISHARES TR | $1.6M |
IBDYISHARES TR | $1.6M |
JPMJPMORGAN CHASE & CO. | $1.5M |
VVISA INC | $1.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.4M |
IBDZISHARES TR | $1.4M |
SPYSPDR S&P 500 ETF TR | $1.4M |
XOMEXXON MOBIL CORP | $1.3M |
DFASDIMENSIONAL ETF TRUST | $1.2M |
AVGOBROADCOM INC | $1.2M |
ORLYOREILLY AUTOMOTIVE INC | $1.2M |
TYLTYLER TECHNOLOGIES INC | $1.0M |
AMGNAMGEN INC | $989K |
JNJJOHNSON & JOHNSON | $929K |
COSTCOSTCO WHSL CORP NEW | $917K |
DFACDIMENSIONAL ETF TRUST | $916K |
LLYELI LILLY & CO | $915K |
WMTWALMART INC | $851K |
MAMASTERCARD INCORPORATED | $850K |
AVXCAMERICAN CENTY ETF TR | $803K |
UNHUNITEDHEALTH GROUP INC | $792K |
TAT&T INC | $780K |
ABBVABBVIE INC | $729K |
VBRVANGUARD INDEX FDS | $710K |
VWOVANGUARD INTL EQUITY INDEX F | $681K |
AXPAMERICAN EXPRESS CO | $634K |
IBMINTERNATIONAL BUSINESS MACHS | $622K |
PGPROCTER AND GAMBLE CO | $608K |
TRGPTARGA RES CORP | $603K |
HDHOME DEPOT INC | $593K |
VEAVANGUARD TAX-MANAGED FDS | $587K |
A4SAMERIPRISE FINL INC | $571K |
ACNACCENTURE PLC IRELAND | $565K |
ORCLORACLE CORP | $554K |
BACVERIZON COMMUNICATIONS INC | $538K |
CVXCHEVRON CORP NEW | $537K |
PEPPEPSICO INC | $523K |
CATCATERPILLAR INC | $511K |
COPCONOCOPHILLIPS | $444K |
ABTABBOTT LABS | $440K |
IVVISHARES TR | $438K |
CSCOCISCO SYS INC | $437K |
TMUST-MOBILE US INC | $434K |
MRKMERCK & CO INC | $431K |
KOCOCA COLA CO | $402K |
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