13F Filings History of Quantum Financial Advisors, LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$881,515,549
Signature - Title
Sean Murray - Chief Compliance Officer
Location
Santa Monica, CA
Summary
This page shows a list of all the recent 13F filings made by Quantum Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Quantum Financial Advisors, LLC reported 220 stock holdings with total value $881,515,549 as of Q4 2025. Top holdings included AVUS, DFSU, AVDE, DFSI, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 220 $881,515,549 +$60,827,298 -$17,018,787 +$43,808,511 AVUS, DFSU, AVDE, DFSI, AAPL 13F-HR 12 Jan 2026, 10:15
Q3 2025 201 $820,408,213 +$45,310,133 -$12,943,358 +$32,366,775 AVUS, DFSU, AVDE, DFSI, DFSB 13F-HR 07 Oct 2025, 21:05
Q2 2025 181 $738,850,538 +$45,643,155 -$29,315,087 +$16,328,068 AVUS, DFSU, DFSI, AVDE, DFAU 13F-HR 11 Jul 2025, 17:05
Q1 2025 175 $670,903,889 +$50,270,647 -$22,789,102 +$27,481,545 AVUS, DFSU, DFSI, AVDE, DFSB 13F-HR 08 Apr 2025, 20:28
Q4 2024 189 $650,809,755 +$45,133,386 -$19,554,189 +$25,579,197 AVUS, DFSU, DFSI, DFAU, AVDE 13F-HR 13 Jan 2025, 19:24
Q3 2024 189 $638,916,169 +$53,050,634 -$12,261,064 +$40,789,570 AVUS, DFSU, DFSI, AVDE, DFGR 13F-HR 04 Oct 2024, 16:36
Q2 2024 165 $564,926,360 +$33,936,336 -$8,952,639 +$24,983,697 AVUS, DFSU, DFSI, AVDE, DFGR 13F-HR 15 Jul 2024, 15:10
Q1 2024 174 $539,043,702 +$123,449,362 -$17,204,707 +$106,244,655 AVUS, DFSU, DFSI, AVDE, DFGR 13F-HR 26 Apr 2024, 12:26
Q4 2023 123 $409,992,109 +$63,113,176 -$30,426,324 +$32,686,852 AVUS, DFSU, DFSI, DFGR, AVDE 13F-HR 08 Jan 2024, 21:56
Q3 2023 116 $340,172,106 +$15,305,089 -$2,163,888 +$13,141,201 DFSU, AVUS, AVRE, DFSI, DFSE 13F-HR 29 Nov 2023, 12:21
Q2 2023 99 $339,993,444 +$24,392,415 -$14,259,006 +$10,133,409 AVUS, DFSU, AVRE, DFSI, DFSE 13F-HR 10 Aug 2023, 12:18
Q1 2023 94 $317,671,440 +$89,612,960 -$3,784,637 +$85,828,323 AVRE, AVUS, DFSU, DFSI, DFSE 13F-HR 07 Apr 2023, 13:15
Q4 2022 89 $222,132,039 +$35,409,903 -$53,133,302 -$17,723,399 AVRE, AVUS, DFAT, AVDE, AVEM 13F-HR 17 Jan 2023, 21:36
Q3 2022 83 $225,428,000 +$5,583,658 -$10,555,963 -$4,972,305 AVRE, AVIG, AVUS, VMBS, EMXC 13F-HR 24 Oct 2022, 15:49
Q2 2022 96 $251,547,000 $0 $0 $0 AVRE, AVIG, AVUS, VMBS, EMXC 13F-HR 15 Aug 2022, 13:11