Quantum Financial Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $2.81M | 0.3% |
| DIMENSIONAL ETF TRUST | $2.47M | 0.3% |
| ISHARES TR | $2.44M | 0.3% |
| ISHARES TR | $2.08M | 0.2% |
| VANGUARD WORLD FD | $2.07M | 0.2% |
| ELI LILLY & Co | $1.85M | 0.2% |
| CATERPILLAR INC | $1.69M | 0.2% |
| INVESCO QQQ TR | $1.66M | 0.2% |
| SPDR S&P 500 ETF TR | $1.56M | 0.2% |
| EXXON MOBIL CORP | $1.53M | 0.2% |
| Visa Inc | $1.50M | 0.2% |
| DIMENSIONAL ETF TRUST | $1.49M | 0.2% |
| ISHARES TR | $1.46M | 0.2% |
| DIMENSIONAL ETF TRUST | $1.44M | 0.2% |
| DIMENSIONAL ETF TRUST | $1.40M | 0.2% |
| AMGEN INC | $1.33M | 0.1% |
| Broadcom Inc. | $1.28M | 0.1% |
| AMERICAN EXPRESS CO | $1.23M | 0.1% |
| JOHNSON & JOHNSON | $1.18M | 0.1% |
| Warren E. Buffett | $1.15M | 0.1% |
| Accenture plc | $1.14M | 0.1% |
| ISHARES TR | $1.10M | 0.1% |
| Walmart Inc. | $1.09M | 0.1% |
| ORACLE CORP | $1.08M | 0.1% |
| AMERICAN CENTY ETF TR | $1.05M | 0.1% |
| Aon plc | $891.4K | 0.1% |
| Mastercard Inc | $886.1K | 0.1% |
| Cheniere Energy, Inc. | $877.9K | 0.1% |
| Qnity Electronics, Inc. | $854.1K | 0.1% |
| AbbVie Inc. | $820.7K | 0.1% |
| MICROCHIP TECHNOLOGY INC | $818.0K | 0.1% |
| VANGUARD INDEX FDS | $799.7K | 0.1% |
| PROCTER & GAMBLE Co | $751.9K | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $732.1K | 0.1% |
| VANGUARD TAX-MANAGED FDS | $722.9K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $721.9K | 0.1% |
| ELECTRONIC ARTS INC. | $716.2K | 0.1% |
| HOME DEPOT, INC. | $711.2K | 0.1% |
| BANK OF AMERICA CORP /DE | $708.5K | 0.1% |
| MICRON TECHNOLOGY INC | $706.2K | 0.1% |
| AT&T INC. | $686.7K | 0.1% |
| CISCO SYSTEMS, INC. | $685.9K | 0.1% |
| COCA COLA CO | $672.1K | 0.1% |
| PEPSICO INC | $662.8K | 0.1% |
| Salesforce Inc | $641.9K | 0.1% |
| AFLAC INC | $633.5K | 0.1% |
| LOWES COMPANIES INC | $621.4K | 0.1% |
| Merck & Co., Inc. | $608.1K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $599.6K | 0.1% |
| Morgan Stanley | $594.1K | 0.1% |