Quantum Financial Partners LLC Top Holdings and 13F Report (2026) About Quantum Financial Partners LLCInvestment ActivityQuantum Financial Partners LLC has $195.53 million in total holdings as of June 30, 2026.Quantum Financial Partners LLC owns shares of 153 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Largest Holdings Capital Group Growth ETF $11,689,033CAPITAL GROUP CORE BALANCED $9,943,698Avantis U.S. Large Cap Value ETF $9,120,179iShares Interest Rate Hedged Long-Term Corporate Bond ETF $6,911,896Capital Group Core Plus Income ETF $6,691,280 Sector AllocationMap of 500 Largest Holdings ofQuantum Financial Partners LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorCGGRCapital Group Growth ETF$11,689,033247,6496.0%ETFCAPITAL GROUP CORE BALANCED$9,943,698261,9525.1%SHSAVLVAvantis U.S. Large Cap Value ETF$9,120,17999,9914.7%ETFIGBHiShares Interest Rate Hedged Long-Term Corporate Bond ETF$6,911,896281,2003.5%ETFCGCPCapital Group Core Plus Income ETF$6,691,280300,1923.4%ETFCGXUCapital Group International Focus Equity ETF$6,531,236188,6553.3%ETFQQQInvesco QQQ$6,477,6468,7973.3%ETFTEQIT. Rowe Price Equity Income ETF$5,978,544118,6693.1%ETFSPYSPDR S&P 500 ETF Trust$5,549,3227,4312.8%ETFJGROJPMorgan Active Growth ETF$5,196,18652,7052.7%ETFVANGUARD MUN BD FDS$4,817,78463,0602.5%CORE TAX EXEMPTVIGVanguard Dividend Appreciation ETF$4,662,83419,7062.4%ETFAAPLApple$4,026,84413,9162.1%TechnologyVUGVanguard Growth ETF$3,911,16345,4052.0%ETFJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$3,376,40056,1191.7%ETFNVDANVIDIA$3,178,11315,8831.6%TechnologyCAPITAL GRP FIXED INCM ETF T$3,149,454120,3001.6%CORE BOND ETFCGDVCapital Group Dividend Value ETF$2,912,84259,1081.5%ETFRSPInvesco S&P 500 Equal Weight ETF$2,516,00611,8251.3%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$2,431,02459,1491.2%ETFAVSCAvantis U.S. Small Cap Equity ETF$2,424,91433,0641.2%ETFGOOGLAlphabet$2,338,3186,5421.2%Communication ServicesIWRiShares Russell Mid-Cap ETF$2,312,30720,9601.2%ETFBRK.BBerkshire Hathaway$2,191,2074,3791.1%FinanceMCDMcDonald's$2,111,1227,8101.1%Consumer DiscretionaryDIASPDR Dow Jones Industrial Average ETF Trust$2,062,9723,9501.1%ETFSPROTT ASSET MANAGEMENT LP$2,002,20266,3641.0%PHYSICAL GOLD TRFLOTiShares Floating Rate Bond ETF$1,951,64338,2301.0%ETFCGMUCapital Group Municipal Income ETF$1,746,18563,5670.9%ETFJPMJPMorgan Chase & Co.$1,700,0685,1940.9%FinanceMSFTMicrosoft$1,658,1414,4450.8%TechnologyAMZNAmazon.com$1,622,1436,8060.8%Consumer DiscretionaryGLDSPDR Gold Shares$1,579,2464,2870.8%ETFVOVanguard Mid-Cap ETF$1,473,74518,2920.8%ETFIVViShares Core S&P 500 ETF$1,469,1271,9620.8%ETFVTEBVanguard Tax-Exempt Bond ETF$1,403,14027,7410.7%ETFSPLVInvesco S&P 500 Low Volatility ETF$1,389,53818,5520.7%ETFTSLATesla$1,358,9583,2310.7%Consumer DiscretionaryWALMART INC$1,323,48211,6850.7%COMAMDAdvanced Micro Devices$1,314,6002,2630.7%TechnologyGE VERNOVA INC$1,259,4501,0720.6%COMXLUUtilities Select Sector SPDR Fund$1,231,34327,1580.6%ETFVTIVanguard Total Stock Market ETF$1,201,1543,2460.6%ETFIJRiShares Core S&P Small-Cap ETF$1,174,5687,9200.6%ETFMETAMeta Platforms$1,079,5261,9170.6%Communication ServicesPSFFPacer Swan SOS Fund of Funds ETF$1,031,56530,0660.5%ETFSLViShares Silver Trust$969,41218,1300.5%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$913,4618,3750.5%ETFHOODRobinhood Markets$902,6209,0010.5%FinanceGOOGAlphabet$891,6782,5240.5%Communication ServicesCAPITAL GROUP NEW GEOGRAPHY$880,87223,5150.5%SHSQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$880,6687,2180.5%ETFPWRQuanta Services$832,5391,1560.4%IndustrialsLLYEli Lilly and Company$789,9136580.4%HealthcareCRWDCrowdStrike$780,6931,0230.4%TechnologyXOMExxonMobil$769,9455,6320.4%EnergyCASYCasey's General Stores$767,7619660.4%Consumer StaplesEEMiShares MSCI Emerging Markets ETF$717,96310,4950.4%ETFUUPInvesco DB US Dollar Index Bullish Fund$716,50025,2200.4%ETFVEAVanguard FTSE Developed Markets ETF$691,4509,7050.4%ETFAVGOBroadcom$680,5181,8010.3%TechnologyVLOValero Energy$677,6852,6020.3%EnergyTSMTaiwan Semiconductor Manufacturing$656,6591,3750.3%TechnologyTCHPT. Rowe Price Blue Chip Growth ETF$651,17013,0000.3%ETFPALANTIR TECHNOLOGIES INC$622,5515,3360.3%CL AVOEVanguard Mid-Cap Value ETF$612,6993,1010.3%ETFCATCaterpillar$606,2935690.3%IndustrialsJNJJohnson & Johnson$562,9422,2170.3%HealthcareVOOVanguard S&P 500 ETF$562,5898190.3%ETFABBVAbbVie$549,0222,1820.3%HealthcareCOSTCostco Wholesale$538,6285750.3%Consumer StaplesNEENextEra Energy$532,1506,0630.3%UtilitiesCAPITAL GROUP INTERNATIONAL$528,56514,5250.3%SHSXLFFinancial Select Sector SPDR Fund$528,2499,8530.3%ETFAORiShares Core 60/40 Balanced Allocation ETF$511,7767,3640.3%ETFSMHVanEck Semiconductor ETF$506,0977720.3%ETFXLVHealth Care Select Sector SPDR Fund$504,3053,1790.3%ETFCAPITAL GRP FIXED INCM ETF T$499,68119,3300.3%MUN HIGH ETFMOAltria Group$492,1396,8400.3%Consumer StaplesVRTVertiv$488,5021,4590.2%IndustrialsVNQVanguard Real Estate ETF$485,8845,0390.2%ETFMSMorgan Stanley$465,0312,2250.2%FinanceINVESCO EXCH TRADED FD TR II$460,40815,2000.2%QQQ EQU WEI ETFKMIKinder Morgan$453,95114,1990.2%EnergyUSMViShares MSCI USA Min Vol Factor ETF$453,3344,7000.2%ETFAVUVAvantis U.S. Small Cap Value ETF$429,6733,4440.2%ETFVVisa$427,3031,2450.2%FinanceCSCOCisco Systems$417,5243,5550.2%TechnologyEASTERLY GOVT PPTYS INC$405,61116,2700.2%COM SHSEMREmerson Electric$405,0492,8300.2%IndustrialsSPMOInvesco S&P 500 Momentum ETF$391,7352,4250.2%ETFFVFirst Trust Dorsey Wright Focus 5 ETF$389,0655,1280.2%ETFISHARES BITCOIN TRUST ETF$385,39911,5770.2%SHS BEN INTWFCWells Fargo & Company$385,1114,6600.2%FinanceGEGE Aerospace$382,3391,0230.2%IndustrialsETNEaton$369,4468670.2%IndustrialsPGProcter & Gamble$366,6302,5000.2%Consumer StaplesSPHQInvesco S&P 500 Quality ETF$353,6433,9250.2%ETFBLUEROCK PVT REAL ESTATE FD$348,36926,7770.2%COMTDGTransdigm Group$346,3312600.2%IndustrialsShowing largest 100 holdings. 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