Holdings
Quantum Financial Advisors, LLC
As of Jun 30, 2026, Quantum Financial Advisors, LLC reported 167 positions worth US$152M. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 119K | US$34.5M | −119 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 22,900 | US$8.18M | +219 | Jun 30, 2026 |
| Nvidia Corporation | 39,217 | US$7.85M | +6,454 | Jun 30, 2026 |
| Microsoft Corp. | 17,205 | US$6.42M | +1,054 | Jun 30, 2026 |
| Amazon.com, Inc. | 23,131 | US$5.51M | +6,456 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 9,511 | US$3.11M | +180 | Jun 30, 2026 |
| Micron Technology, Inc. | 2,474 | US$2.86M | −46 | Jun 30, 2026 |
| Meta Platforms, Inc. | 4,743 | US$2.67M | +343 | Jun 30, 2026 |
| Eli Lilly And Company | 1,589 | US$1.91M | +36 | Jun 30, 2026 |
| Caterpillar, Inc. | 1,736 | US$1.85M | +73 | Jun 30, 2026 |