Quantum Financial Advisors, LLC
Q4 2025 13F Holdings
- Locationsanta monica, CA
- Num holdings
220
- Value ($000)
$890,535
- Date Filed01/12/2026
- Form type13F-HR
- CIK0001929139
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $137.88M | 16 % | 1,233,508 | ||
DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | $104.3M | 12 % | 2,401,491 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $38.46M | 4 % | 467,157 | ||
DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | $36.63M | 4 % | 854,904 | ||
APPLE INC | COM | 037833100 | $32.2M | 4 % | 118,439 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $27.65M | 3 % | 359,031 | ||
DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | $26.68M | 3 % | 515,112 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $25.1M | 3 % | 536,348 | ||
DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 | $23.12M | 3 % | 557,319 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $19.91M | 2 % | 211,926 |
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