Quantum Financial Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Manhattan Beach, CA
CIK
0001929139
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 123 409,992 AVUS, DFSU, DFSI, DFGR 13F-HR 1/8/2024 000108514624000087
Q3 2023 116 340,172 DFSU, AVUS, AMERICAN CENTY ETF TR, DFSI 13F-HR 11/29/2023 000108514623004542
Q2 2023 99 339,993 AVUS, DFSU, AMERICAN CENTY ETF TR, DFSI 13F-HR 8/10/2023 000108514623003213
Q1 2023 94 317,671 AMERICAN CENTY ETF TR, AVUS, DFSU, DFSI 13F-HR 4/7/2023 000108514623001546
Q4 2022 89 222,132 AMERICAN CENTY ETF TR, AVUS, DFAT, AVDE 13F-HR 1/17/2023 000108514623000150
Q3 2022 83 225,428 AMERICAN CENTY ETF TR, AVIG, AVUS, VMBS 13F-HR 10/24/2022 000108514622003582
Q2 2022 96 266,637 AMERICAN CENTY ETF TR, AVIG, AVUS, VMBS 13F-HR 8/15/2022 000108514622003094