Quantum Financial Advisors, LLC
Top Portfolio Positions
159 positions ·
$140,805,483 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
119,454 | $30,316,230 | 21.53% | |
| GLDM |
World Gold Trust
|
173,345 | $16,067,348 | 11.41% | |
| MSFT |
Microsoft Corp
Technology
|
16,151 | $5,978,615 | 4.25% | |
| NVDA |
Nvidia Corp
Technology
|
32,763 | $5,713,867 | 4.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,675 | $3,472,902 | 2.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,840 | $3,404,710 | 2.42% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
9,331 | $2,744,806 | 1.95% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,400 | $2,517,372 | 1.79% | |
| XOM |
Exxon Mobil Corp
Energy
|
13,060 | $2,215,759 | 1.57% | |
| AMGN |
Amgen Inc
Healthcare
|
4,555 | $1,602,676 | 1.14% |
Portfolio Trend
16 quarters · across all stocks
Holdings in INV
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,098 | 30,460 | Shares | Sole | 2026-04-08 | |
| No 13F history on record for this holder in this stock. | ||||||