Quantum Financial Partners LLC, a registered investment adviser, has filed its latest Form 13F-HR with the Securities and Exchange Commission, disclosing equity securities held as of September 30, 2026. The filing details a portfolio consisting of 152 individual positions.
The report lists a wide array of holdings, including major technology companies, energy firms, and exchange-traded funds. Notable technology holdings include Apple Inc., with 17,131 shares; Microsoft Corporation, with 4,007 shares; and NVIDIA Corporation, with 18,024 shares. The portfolio also includes substantial positions in Alphabet Inc. Class A and Class C shares, totaling 8,912 shares, and Meta Platforms Inc., with 1,899 shares.
Energy and industrial sectors are represented by holdings such as ExxonMobil Holdings Corp. (5,014 shares), Kinder Morgan Inc. (14,317 shares), and Chevron Corporation (2,029 shares). The filing also lists significant exposure to exchange-traded funds, including the Vanguard S&P 500 ETF Shares (821 shares) and the Invesco Exchange Traded Fund Trust II QQQ Equity Weighted ETF (31,450 shares).
The report was signed by Adam Musfeldt, the Chief Compliance Officer of Quantum Financial Partners, confirming the accuracy of the data.
