Quantum Financial Advisors, LLC Q3 2025 Filing

Filed October 8, 2025

Portfolio Value

$820.4B

Holdings

201

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (201 positions)

#StockSharesValue% PortfolioType
1
AVUSAMERICAN CENTY ETF TR
1,190,992$129.5B15.78%
2
DFSUDIMENSIONAL ETF TRUST
2,400,105$101.9B12.43%
3
AVDEAMERICAN CENTY ETF TR
444,211$35.0B4.27%
4
DFSIDIMENSIONAL ETF TRUST
855,197$35.0B4.27%
5
DFSBDIMENSIONAL ETF TRUST
487,052$25.9B3.16%
6
AVEMAMERICAN CENTY ETF TR
339,002$25.5B3.10%
7
DFAUDIMENSIONAL ETF TRUST
521,430$23.9B2.91%
8
DFSEDIMENSIONAL ETF TRUST
562,822$23.1B2.82%
9
AAPLAPPLE INC
82,793$21.1B2.57%
10
AVDVAMERICAN CENTY ETF TR
207,295$18.5B2.25%
11
DFGRDIMENSIONAL ETF TRUST
654,445$17.9B2.18%
12
VMBSVANGUARD SCOTTSDALE FDS
373,096$17.5B2.14%
13
AVREAMERICAN CENTY ETF TR
384,991$17.1B2.09%
14
DISVDIMENSIONAL ETF TRUST
474,893$16.9B2.07%
15
DCORDIMENSIONAL ETF TRUST
227,105$16.3B1.99%
16
DFAIDIMENSIONAL ETF TRUST
428,252$15.6B1.90%
17
DFATDIMENSIONAL ETF TRUST
262,872$15.3B1.87%
18
AVUVAMERICAN CENTY ETF TR
145,283$14.5B1.76%
19
DFGPDIMENSIONAL ETF TRUST
248,411$13.8B1.68%
20
VTIVANGUARD INDEX FDS
24,353$8.0B0.97%
21
DFAEDIMENSIONAL ETF TRUST
249,983$7.9B0.96%
22
IBICISHARES TR
296,317$7.7B0.94%
23
GLDMWORLD GOLD TR
100,325$7.7B0.93%
24
MSFTMICROSOFT CORP
14,703$7.6B0.93%
25
DFUSDIMENSIONAL ETF TRUST
104,920$7.6B0.93%
26
NVDANVIDIA CORPORATION
37,606$7.0B0.86%
27
IBIDISHARES TR
261,765$6.9B0.84%
28
IBIEISHARES TR
255,222$6.8B0.82%
29
IBIFISHARES TR
227,910$6.0B0.74%
30
IBIGISHARES TR
192,684$5.1B0.63%
31
IBMOISHARES TR
198,861$5.1B0.62%
32
IBDRISHARES TR
205,283$5.0B0.61%
33
IBMPISHARES TR
187,639$4.8B0.58%
34
IBIHISHARES TR
169,510$4.5B0.55%
35
IBDSISHARES TR
184,919$4.5B0.55%
36
AVIGAMERICAN CENTY ETF TR
105,326$4.4B0.54%
37
IBDTISHARES TR
173,008$4.4B0.54%
38
IBDUISHARES TR
167,228$3.9B0.48%
39
DFSVDIMENSIONAL ETF TRUST
114,549$3.6B0.44%
40
AMZNAMAZON COM INC
16,051$3.5B0.43%
41
DUSBDIMENSIONAL ETF TRUST
68,986$3.5B0.43%
42
IBIIISHARES TR
132,453$3.5B0.42%
43
IBIJISHARES TR
128,895$3.4B0.41%
44
IBMQISHARES TR
129,646$3.3B0.41%
45
IBMRISHARES TR
120,758$3.1B0.38%
46
IBDVISHARES TR
133,964$3.0B0.36%
47
IBIKISHARES TR
109,151$2.9B0.35%
48
GOOGLALPHABET INC
11,765$2.9B0.35%
49
IBMSISHARES TR
108,294$2.8B0.34%
50
GOOGALPHABET INC
11,392$2.8B0.34%
51
DFUVDIMENSIONAL ETF TRUST
58,103$2.6B0.32%
52
METAMETA PLATFORMS INC
3,447$2.5B0.31%
53
AVGOBROADCOM INC
7,347$2.4B0.30%
54
IBDWISHARES TR
109,638$2.3B0.28%
55
VGTVANGUARD WORLD FD
2,743$2.0B0.25%
56
JPMJPMORGAN CHASE & CO.
6,253$2.0B0.24%
57
IBDXISHARES TR
69,002$1.8B0.22%
58
DFCFDIMENSIONAL ETF TRUST
40,164$1.7B0.21%
59
IBDYISHARES TR
64,572$1.7B0.21%
60
NDQINVESCO QQQ TR
2,784$1.7B0.20%
61
SPYSPDR S&P 500 ETF TR
2,420$1.6B0.20%
62
IBDZISHARES TR
54,874$1.5B0.18%
63
DFASDIMENSIONAL ETF TRUST
20,700$1.4B0.17%
64
DFACDIMENSIONAL ETF TRUST
35,487$1.4B0.17%
65
XOMEXXON MOBIL CORP
10,220$1.2B0.14%
66
BRK/BBERKSHIRE HATHAWAY INC DEL
2,278$1.1B0.14%
67
ORCLORACLE CORP
4,066$1.1B0.14%
68
LLYELI LILLY & CO
1,489$1.1B0.14%
69
IBMTISHARES TR
41,662$1.1B0.13%
70
VVISA INC
3,024$1.0B0.13%
71
WMTWALMART INC
9,788$1.0B0.12%
72
AVXCAMERICAN CENTY ETF TR
16,503$989.0M0.12%
73
AMGNAMGEN INC
3,239$914.0M0.11%
74
MAMASTERCARD INCORPORATED
1,550$881.7M0.11%
75
VBRVANGUARD INDEX FDS
3,977$830.1M0.10%
76
ABBVABBVIE INC
3,486$807.1M0.10%
77
TAT&T INC
28,009$791.0M0.10%
78
AXPAMERICAN EXPRESS CO
2,358$783.1M0.10%
79
CATCATERPILLAR INC
1,550$739.8M0.09%
80
VWOVANGUARD INTL EQUITY INDEX F
13,428$727.5M0.09%
81
IBMINTERNATIONAL BUSINESS MACHS
2,551$719.9M0.09%
82
JNJJOHNSON & JOHNSON
3,878$719.1M0.09%
83
VEAVANGUARD TAX-MANAGED FDS
11,572$693.4M0.08%
84
PGPROCTER AND GAMBLE CO
4,461$685.4M0.08%
85
APPAPPLOVIN CORP
951$683.3M0.08%
86
HDHOME DEPOT INC
1,657$671.3M0.08%
87
COSTCOSTCO WHSL CORP NEW
694$642.7M0.08%
88
CVXCHEVRON CORP NEW
3,850$597.9M0.07%
89
A4SAMERIPRISE FINL INC
1,180$579.4M0.07%
90
TSLATESLA INC
1,244$553.3M0.07%
91
IVVISHARES TR
812$543.5M0.07%
92
HOODROBINHOOD MKTS INC
3,771$539.9M0.07%
93
DWDMORGAN STANLEY
3,342$531.3M0.06%
94
BACVERIZON COMMUNICATIONS INC
12,001$527.4M0.06%
95
EMEEMCOR GROUP INC
807$524.4M0.06%
96
PEPPEPSICO INC
3,563$500.5M0.06%
97
VSTVISTRA CORP
2,494$488.6M0.06%
98
UCOPROSHARES TR II
21,400$481.1M0.06%
99
CSCOCISCO SYS INC
6,918$473.4M0.06%
100
KLACKLA CORP
433$467.3M0.06%
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