Quantum Financial Advisors, LLC has disclosed its latest investment holdings in a recent SEC filing, indicating a total asset value exceeding $1 billion. This update is significant as it sheds light on the firm's investment strategies and its positioning within the financial advisory sector.

The filing, dated November 3, 2026, reveals that Quantum Financial Advisors reported a total of 264 holdings, with a combined value of $1,036,842,530 as of September 30, 2026. The firm is based in Santa Monica, California, and operates under the Central Index Key (CIK) number 0001929139.

Background

Quantum Financial Advisors, LLC is a financial advisory firm incorporated in California. It specializes in managing investments and providing advisory services. The firm has recently filed various reports, including the 13F-HR, which details its holdings in publicly traded companies.

What the Filing Says

The SEC filing indicates that Quantum Financial Advisors holds a diverse portfolio, with significant investments in well-known companies. Notable holdings include:

  • Apple Inc. - $40,864,624
  • Amazon.com Inc. - $5,931,187
  • Alphabet Inc. (Class A and C) - $4,357,981 and $3,953,669 respectively
  • Abbott Laboratories - $299,964
  • 3M Co. - $269,117

These figures reflect the firm's strategic investment choices and its focus on high-value stocks.

Impact

This filing may have implications for various stakeholders, including investors, analysts, and competitors in the financial advisory industry. The detailed disclosure of holdings allows for greater transparency and may influence investment decisions within the sector.

What's Next

The filing does not specify what actions Quantum Financial Advisors plans to take next regarding its investments or future filings.