DOSSIER · 13F-HR · Q3 2026

QUANTUM FINANCIAL PARTNERS LLC

$194M in tracked AUM across 152 positions as of Q3 2026.

QF
CIK 0002103577 · last filed Sep 30, 2026
Total AUM
$194M
as of Q3 2026
Holdings
152
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

QUANTUM FINANCIAL PARTNERS LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
CGGR
CAPITAL GROUP GROWTH ETF
$11M227K5.6%
02
AVLV
AMERICAN CENTY ETF TR
$9M98K4.5%
03
CGBL
CAPITAL GROUP CORE BALANCED
$8M223K4.2%
04
IGBH
ISHARES U S ETF TR
$8M310K3.9%
05
QQQ
INVESCO QQQ TR
$7M9K3.4%
06
SPY
STATE STR SPDR S&P 500 ETF T
$6M8K3.1%
07
AAPL
APPLE INC
$6M17K2.9%
08
CGXU
CAPITAL GROUP INTL FOCUS EQT
$6M163K2.9%
09
JGRO
J P MORGAN EXCHANGE TRADED F
$6M58K2.9%
10
TEQI
T ROWE PRICE EXCHANGE-TRADED
$5M108K2.8%

Filing history

2026Q3Sep 30
$194M▼ 0.8%
152 positionsView →
2026Q2Jun 30
$196M—
153 positionsView →