Quantum Financial Advisors, LLC
Quantum Financial Advisors, LLC reported 251 holdings worth US$1.01B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 8, 2026
Quantum Financial Advisors, LLC reported 251 holdings worth US$1.01B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 8, 2026 (Form 13F).
- Holdings
- 251
- Value as reported
- US$1.01B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 119K | US$34.5M | 3.4% |
| Alphabet Inc (google) Class C | 22,900 | US$8.18M | 0.81% |
| Nvidia Corporation | 39,217 | US$7.85M | 0.78% |
| Microsoft Corp. | 17,205 | US$6.42M | 0.63% |
| Amazon.com, Inc. | 23,131 | US$5.51M | 0.55% |
| Jp Morgan Chase & Co. | 9,511 | US$3.11M | 0.31% |
| Micron Technology, Inc. | 2,474 | US$2.86M | 0.28% |
| Meta Platforms, Inc. | 4,743 | US$2.67M | 0.26% |
| Eli Lilly And Company | 1,589 | US$1.91M | 0.19% |
| Caterpillar, Inc. | 1,736 | US$1.85M | 0.18% |
| Exxon Mobil Corporation | 12,847 | US$1.76M | 0.17% |
| Qnity Electronics, Inc. | 10,467 | US$1.71M | 0.17% |
| Amgen Inc. | 4,460 | US$1.61M | 0.16% |
| Lam Research Corporation | 3,375 | US$1.46M | 0.14% |
| Advanced Micro Devices Inc | 2,396 | US$1.39M | 0.14% |
| Visa Inc. | 4,051 | US$1.39M | 0.14% |
| Johnson & Johnson | 5,447 | US$1.38M | 0.14% |
| Broadcom Inc. | 3,639 | US$1.37M | 0.14% |
| Walmart Inc. | 12,071 | US$1.37M | 0.14% |
| Berkshire Hathaway Inc. | 2,673 | US$1.34M | 0.13% |
| Kla Corporation | 4,361 | US$1.32M | 0.13% |
| Applied Materials, Inc. | 1,692 | US$1.22M | 0.12% |
| Microchip Technology Incorporated | 12,893 | US$1.18M | 0.12% |
| American Express Company | 3,422 | US$1.16M | 0.11% |
| Cisco Systems, Inc. | 9,659 | US$1.13M | 0.11% |
| Cheniere Energy, Inc. | 4,594 | US$1.1M | 0.11% |
| Intel Corporation | 7,709 | US$1.08M | 0.11% |
| Sandisk Corporation | 444 | US$1.01M | 0.10% |
| Western Digital Corporation | 1,414 | US$903K | 0.09% |
| Abbvie Inc. | 3,480 | US$876K | 0.09% |
| Merck & Company, Inc. | 6,793 | US$873K | 0.09% |
| Procter & Gamble Company (the) | 5,816 | US$853K | 0.08% |
| Oracle Corporation | 5,544 | US$812K | 0.08% |
| Mastercard Incorporated | 1,569 | US$806K | 0.08% |
| Home Depot, Inc. (the) | 2,258 | US$796K | 0.08% |
| Coca-cola Company (the) | 9,743 | US$792K | 0.08% |
| Bank Of America Corporation | 12,950 | US$738K | 0.07% |
| Morgan Stanley | 3,347 | US$700K | 0.07% |
| Cvs Health Corporation | 6,493 | US$672K | 0.07% |
| Aflac Incorporated | 5,728 | US$672K | 0.07% |
| Costco Wholesale Corporation | 703 | US$657K | 0.07% |
| Royal Bank Of Canada | 3,156 | US$653K | 0.06% |
| Jabil Inc. | 1,622 | US$625K | 0.06% |
| Pepsico, Inc. | 4,613 | US$625K | 0.06% |
| Corning Incorporated | 2,436 | US$622K | 0.06% |
| International Business Machines Corporation | 2,174 | US$611K | 0.06% |
| Qualcomm Incorporated | 3,305 | US$611K | 0.06% |
| Lincoln Electric Holdings, Inc. | 2,243 | US$596K | 0.06% |
| At&t Inc. | 28,233 | US$584K | 0.06% |
| Lowe's Companies, Inc. | 2,580 | US$569K | 0.06% |
| Ge Aerospace | 1,520 | US$568K | 0.06% |
| Quanta Services, Inc. | 753 | US$542K | 0.05% |
| Comfort Systems Usa, Inc. | 273 | US$541K | 0.05% |
| Goldman Sachs Group, Inc. (the) | 527 | US$533K | 0.05% |
| Emcor Group, Inc. | 637 | US$529K | 0.05% |
| Philip Morris International Inc | 2,917 | US$528K | 0.05% |
| Emerson Electric Company | 3,676 | US$526K | 0.05% |
| Chevron Corporation | 3,094 | US$513K | 0.05% |
| Tesla, Inc. | 1,210 | US$509K | 0.05% |
| Verizon Communications Inc. | 11,767 | US$498K | 0.05% |
| United Rentals, Inc. | 435 | US$493K | 0.05% |
| Unitedhealth Group Incorporated | 1,138 | US$473K | 0.05% |
| O'reilly Automotive, Inc. | 5,136 | US$473K | 0.05% |
| Steel Dynamics, Inc. | 2,053 | US$471K | 0.05% |
| Ameriprise Financial, Inc. | 1,018 | US$467K | 0.05% |
| Amphenol Corporation | 2,582 | US$455K | 0.05% |
| Palo Alto Networks, Inc. | 1,333 | US$455K | 0.04% |
| Charles Schwab Corporation (the) | 4,874 | US$450K | 0.04% |
| Cummins Inc. | 623 | US$444K | 0.04% |
| Conocophillips | 4,204 | US$437K | 0.04% |
| Mastec, Inc. | 1,030 | US$429K | 0.04% |
| Gilead Sciences, Inc. | 3,371 | US$426K | 0.04% |
| Rtx Corporation | 2,219 | US$421K | 0.04% |
| Deere & Company | 652 | US$413K | 0.04% |
| Fidelity National Financial, Inc. | 8,732 | US$412K | 0.04% |
| Wells Fargo & Company | 4,983 | US$412K | 0.04% |
| Dte Energy Company | 2,674 | US$407K | 0.04% |
| Novartis Ag | 2,574 | US$403K | 0.04% |
| Parker-hannifin Corporation | 411 | US$402K | 0.04% |
| Marvell Technology, Inc. | 1,338 | US$399K | 0.04% |
| Texas Instruments Incorporated | 1,333 | US$397K | 0.04% |
| Warner Bros. Discovery, Inc. - Series A | 14,738 | US$393K | 0.04% |
| Ciena Corporation | 796 | US$390K | 0.04% |
| Vistra Corp. | 2,450 | US$389K | 0.04% |
| Capital One Financial Corporation | 1,934 | US$388K | 0.04% |
| Thermo Fisher Scientific Inc | 765 | US$383K | 0.04% |
| Coherent Corp. | 968 | US$382K | 0.04% |
| Marriott International | 1,004 | US$372K | 0.04% |
| General Motors Company | 4,798 | US$370K | 0.04% |
| Analog Devices, Inc. | 920 | US$365K | 0.04% |
| Waste Management, Inc. | 1,604 | US$357K | 0.04% |
| Union Pacific Corporation | 1,306 | US$355K | 0.04% |
| Ge Vernova Inc. | 302 | US$355K | 0.04% |
| Robinhood Markets, Inc. | 3,512 | US$352K | 0.03% |
| Williams-sonoma, Inc. | 1,490 | US$347K | 0.03% |
| The Travelers Companies, Inc. | 1,042 | US$344K | 0.03% |
| Illinois Tool Works Inc. | 1,216 | US$329K | 0.03% |
| Mckesson Corporation | 427 | US$323K | 0.03% |
| Citigroup, Inc. | 2,299 | US$322K | 0.03% |
| Tjx Companies, Inc. (the) | 2,114 | US$320K | 0.03% |
Every holding of Quantum Financial Advisors, LLC
Source
View original at SEC
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