SEC Form 13F · Q1 2026

Quantum Financial Advisors, LLC

Institutional Holdings Report

13F-HRCA
$891.4M
Portfolio Value
231
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Quantum Financial Advisors, LLC
CIK
1929139
Accession No.
0001929139-26-000003
Location
SANTA MONICA, CA
Form Type
13F-HR
Portfolio Value
$891.4M
Holdings Reported
231
Reporting Period
Q1 2026
Filed
April 8, 2026

About this Filing

Quantum Financial Advisors, LLC is an institutional investment manager based in SANTA MONICA, CA reporting approximately $891.4M in 13(f) securities across 231 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.