Quantum Financial Advisors, LLC
Annual return '25
+15.2%
SPY '25
+17.7%
Alpha
-2.5ptsvs SPY
Invested
$891.4M
Holdings
230
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFSU
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 2.40M shares)
11.1%
02
$AVUS
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 1.23M shares)
11.0%
03
$DCOR
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 224.9k shares)
6.7%
04
$AVDE
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 467.2k shares)
4.3%
05
$DFSI
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 854.9k shares)
4.0%
06
$AAPL
APPLE INC
Q1 2026: Exited (was 118.4k shares)
3.4%
07
$AVEM
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 359.0k shares)
3.2%
08
$DFSB
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 515.1k shares)
3.1%
09
$DFSE
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 557.3k shares)
2.6%
10
$DFAU
DIMENSIONAL ETF TRUST
Q1 2026: Increased +103.9% (536.3k → 1.09M shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:30 UTC.