Quantum Financial Advisors, LLC filed a Form 13F-HR on November 3, 2026, disclosing equity holdings as of September 30, 2026. The filing lists 264 separate positions held by the firm, managed by Chief Compliance Officer Sean Murray.
The portfolio is heavily weighted toward large-cap technology and consumer companies. The top holdings include Alphabet Inc. Class A and Class C shares, which combined represent significant portions of the portfolio. Amazon.com Inc. is also listed as a major holding. Other notable positions include Microsoft Corporation, Meta Platforms Inc., and Broadcom Inc.
Quantum Financial Advisors also holds substantial positions in exchange-traded funds (ETFs). The filing lists numerous Dimensional ETF Trust funds covering various market segments, including international equities, emerging markets, global real estate, and U.S. small-cap value. Additionally, the firm holds shares in iShares ETFs, including funds focused on bonds with various maturity dates ranging from 2027 to 2035, as well as funds tracking the S&P 500 and the S&P 100 indices.
Other individual stock positions disclosed include Johnson & Johnson, Eli Lilly & Co., JPMorgan Chase & Co., Visa Inc., UnitedHealth Group, Procter & Gamble Co., and Chevron Corporation.
