Quantum Financial Advisors, LLC

Portfolio Overview

Quantum Financial Advisors reported a materially larger book at the 2025-12-31 13F: total long equity/ETF positions of $890.54 million, up 86.3% from $478.02 million on 2025-09-30 (an increase of $412.52M). The filing shows 220 reported holdings, but the portfolio is strongly ETF-centric: the “ETF” category accounts for $551.79M (≈62.0% of the portfolio). An additional $181.85M (≈20.4%) is classified as “Unknown” in the sector mapping, leaving only modest explicitly mapped e...