DOSSIER · 13F-HR · Q2 2026

QUANTUM FINANCIAL PARTNERS LLC

$196M in tracked AUM across 153 positions as of Q2 2026.

QF
CIK 0002103577 · last filed Jun 30, 2026
Total AUM
$196M
as of Q2 2026
Holdings
153
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

QUANTUM FINANCIAL PARTNERS LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CGGR
CAPITAL GROUP GROWTH ETF
$12M248K6.0%
02
CGBL
CAPITAL GROUP CORE BALANCED
$10M262K5.1%
03
AVLV
AMERICAN CENTY ETF TR
$9M100K4.7%
04
IGBH
ISHARES U S ETF TR
$7M281K3.5%
05
CGCP
CAPITAL GRP FIXED INCM ETF T
$7M300K3.4%
06
CGXU
CAPITAL GROUP INTL FOCUS EQT
$7M189K3.3%
07
QQQ
INVESCO QQQ TR
$6M9K3.3%
08
TEQI
T ROWE PRICE EXCHANGE-TRADED
$6M119K3.1%
09
SPY
STATE STR SPDR S&P 500 ETF T
$6M7K2.8%
10
JGRO
J P MORGAN EXCHANGE TRADED F
$5M53K2.7%

Filing history

2026Q2Jun 30
$196M
153 positionsView →