• 13F History

Quantum Financial Advisors, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$671M
Signature - Title
Sean Murray - Chief Compliance Officer
Location
El Segundo, 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 175 stock holdings with total value $671M as of Q1 2025. Top holdings included AVUS, DFSU, DFSI, AVDE, and DFSB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 175 $671M +$50.3M -$22.8M +$27.5M AVUS, DFSU, DFSI, AVDE, DFSB 13F-HR 4/8/2025, 08:28 PM
Q4 2024 189 $651M +$45.1M -$19.6M +$25.6M AVUS, DFSU, DFSI, DFAU, AVDE 13F-HR 1/13/2025, 07:24 PM
Q3 2024 189 $639M +$53.1M -$12.3M +$40.8M AVUS, DFSU, DFSI, AVDE, DFGR 13F-HR 10/4/2024, 04:36 PM
Q2 2024 165 $565M +$24.7M -$8.95M +$15.8M AVUS, DFSU, DFSI, AVDE, DFGR 13F-HR 7/15/2024, 03:10 PM
Q1 2024 172 $530M +$120M -$17.2M +$103M AVUS, DFSU, DFSI, AVDE, DFGR 13F-HR 4/26/2024, 12:26 PM
Q4 2023 123 $410M +$63.1M -$30.4M +$32.7M AVUS, DFSU, DFSI, DFGR, AVDE 13F-HR 1/8/2024, 09:56 PM
Q3 2023 116 $340M +$15.3M -$2.16M +$13.1M DFSU, AVUS, AVRE, DFSI, DFSE 13F-HR 11/29/2023, 12:21 PM
Q2 2023 99 $340M +$24.4M -$13.4M +$11M AVUS, DFSU, AVRE, DFSI, DFSE 13F-HR 8/10/2023, 12:18 PM
Q1 2023 94 $318M +$89.6M -$1.68M +$87.9M AVRE, AVUS, DFSU, DFSI, DFSE 13F-HR 4/7/2023, 01:15 PM
Q4 2022 89 $222M +$35.4M -$35.6M -$236K AVRE, AVUS, DFAT, AVDE, AVEM 13F-HR 1/17/2023, 08:36 PM
Q3 2022 83 $225M +$5.99M -$7.01M -$1.02M AVRE, AVIG, AVUS, VMBS, EMXC 13F-HR 10/24/2022, 03:49 PM
Q2 2022 86 $251M AVRE, AVIG, AVUS, VMBS, EMXC 13F-HR 8/15/2022, 01:11 PM