Quantum Financial Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    el segundo, CA
  • CIK
    0001929139
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

189

$656.05M
AVUS, DFSU, DFSI, DFAU
13F-HR
Jan 13, 2025
000108514625000167

189

$638.92M
AVUS, DFSU, DFSI, AVDE
13F-HR
Oct 4, 2024
000108514624004653

165

$569.50M
AVUS, DFSU, DFSI, AVDE
13F-HR
Jul 15, 2024
000108514624002964

174

$543.48M
AVUS, DFSU, DFSI, AVDE
13F-HR
Apr 26, 2024
000108514624002054

123

$409.99M
AVUS, DFSU, DFSI, DFGR
13F-HR
Jan 9, 2024
000108514624000087

116

$340.17M
DFSU, AVUS, AVRE, DFSI
13F-HR
Nov 29, 2023
000108514623004542

99

$339.99M
AVUS, DFSU, AVRE, DFSI
13F-HR
Aug 10, 2023
000108514623003213

94

$317.67M
AVRE, AVUS, DFSU, DFSI
13F-HR
Apr 7, 2023
000108514623001546

89

$222.13M
AVRE, AVUS, DFAT, AVDE
13F-HR
Jan 18, 2023
000108514623000150

83

$225.43M
AVRE, AVIG, AVUS, VANGUARD SCOTTSDALE FDS
13F-HR
Oct 24, 2022
000108514622003582

96

$266.64M
AVRE, AVIG, AVUS, VANGUARD SCOTTSDALE FDS
13F-HR
Aug 15, 2022
000108514622003094
Quantum Financial Advisors, Llc 13F Filings