Quantum Financial Partners LLC holds a diversified book of 153 stocks worth $195.5M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). Their largest long position is Cap Group Growth Equity at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
28% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Quantum Financial Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $590.8B |
| LPL Financial LLC | 80 / 80 | $100.3B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $92.6B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $20.9B |
| Cetera Investment Advisers | 79 / 80 | $26.7B |
| MML INVESTORS SERVICES, LLC | 79 / 80 | $14.5B |
| Integrated Wealth Concepts LLC | 79 / 80 | $4.3B |
| JPMORGAN CHASE & CO | 78 / 80 | $554.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Quantum Financial Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Capital Group Growth ETF SHS CREAT UNIT | $11.7M | 247.6K | 6.0% | ▲New New position | |
| 2 | Capital Group Core Balanced SHS | $9.9M | 262.0K | 5.1% | ▲New New position | |
| 3 | American Centy ETF TR US LARGE CAP VLU | $9.1M | 100.0K | 4.7% | ▲New New position | |
| 4 | Ishares U S ETF TR INT RT HD LONG | $6.9M | 281.2K | 3.5% | ▲New New position | |
| 5 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $6.7M | 300.2K | 3.4% | ▲New New position | |
| 6 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $6.5M | 188.7K | 3.3% | ▲New New position | |
| 7 | Invesco QQQ TR UNIT SER 1 | $6.5M | 8.8K | 3.3% | ▲New New position | |
| 8 | T Rowe Price Exchange-Traded PRICE EQT INCOME | $6.0M | 118.7K | 3.1% | ▲New New position | |
| 9 | State STR SPDR S&P 500 ETF T TR UNIT | $5.5M | 7.4K | 2.8% | ▲New New position | |
| 10 | J P Morgan Exchange Traded F ACTIVE GROWTH | $5.2M | 52.7K | 2.7% | ▲New New position | |
| 11 | Vanguard Mun BD FDS CORE TAX EXEMPT | $4.8M | 63.1K | 2.5% | ▲New New position | |
| 12 | Vanguard Specialized Funds DIV APP ETF | $4.7M | 19.7K | 2.4% | ▲New New position | |
| 13 | Apple Inc COM | $4.0M | 13.9K | 2.1% | ▲New New position | |
| 14 | Vanguard Index FDS GROWTH ETF | $3.9M | 45.4K | 2.0% | ▲New New position | |
| 15 | J P Morgan Exchange Traded F DIVERSFD EQT ETF | $3.4M | 56.1K | 1.7% | ▲New New position | |
| 16 | Nvidia Corporation COM | $3.2M | 15.9K | 1.6% | ▲New New position | |
| 17 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $3.1M | 120.3K | 1.6% | ▲New New position | |
| 18 | Capital Group Dividend Value SHS CREAT UNIT | $2.9M | 59.1K | 1.5% | ▲New New position | |
| 19 | Invesco Exchange Traded FD T S&P500 EQL WGT | $2.5M | 11.8K | 1.3% | ▲New New position | |
| 20 | T Rowe Price Exchange-Traded CAP APPRECIATION | $2.4M | 59.1K | 1.2% | ▲New New position | |
| 21 | American Centy ETF TR AVAN US SMAL ETF | $2.4M | 33.1K | 1.2% | ▲New New position | |
| 22 | Alphabet Inc CAP STK CL A | $2.3M | 6.5K | 1.2% | ▲New New position | |
| 23 | Ishares TR RUS MID CAP ETF | $2.3M | 21.0K | 1.2% | ▲New New position | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $2.2M | 4.4K | 1.1% | ▲New New position | |
| 25 | McDonalds Corp COM | $2.1M | 7.8K | 1.1% | ▲New New position | |
| 26 | State STR SPDR Dow Jones Ind UT SER 1 | $2.1M | 4.0K | 1.1% | ▲New New position | |
| 27 | Sprott Asset Management LP PHYSICAL GOLD TR | $2.0M | 66.4K | 1.0% | ▲New New position | |
| 28 | Ishares TR FLTG RATE NT ETF | $2.0M | 38.2K | 1.0% | ▲New New position | |
| 29 | Capital Grp Fixed Incm ETF T MUN INM ETF | $1.7M | 63.6K | 0.9% | ▲New New position | |
| 30 | JPMorgan Chase & Co COM | $1.7M | 5.2K | 0.9% | ▲New New position | |
| 31 | Microsoft Corp COM | $1.7M | 4.4K | 0.8% | ▲New New position | |
| 32 | Amazon Com Inc COM | $1.6M | 6.8K | 0.8% | ▲New New position | |
| 33 | SPDR Gold TR GOLD SHS | $1.6M | 4.3K | 0.8% | ▲New New position | |
| 34 | Vanguard Index FDS MID CAP ETF | $1.5M | 18.3K | 0.8% | ▲New New position | |
| 35 | Ishares TR CORE S&P500 ETF | $1.5M | 2.0K | 0.8% | ▲New New position | |
| 36 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.4M | 27.7K | 0.7% | ▲New New position | |
| 37 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $1.4M | 18.6K | 0.7% | ▲New New position | |
| 38 | Tesla Inc COM | $1.4M | 3.2K | 0.7% | ▲New New position | |
| 39 | Walmart Inc COM | $1.3M | 11.7K | 0.7% | ▲New New position | |
| 40 | Advanced Micro Devices Inc COM | $1.3M | 2.3K | 0.7% | ▲New New position | |
| 41 | Ge Vernova Inc COM | $1.3M | 1.1K | 0.6% | ▲New New position | |
| 42 | Select Sector SPDR TR ST STR UTIL ETF | $1.2M | 27.2K | 0.6% | ▲New New position | |
| 43 | Vanguard Index FDS TOTAL STK MKT | $1.2M | 3.2K | 0.6% | ▲New New position | |
| 44 | Ishares TR CORE S&P SCP ETF | $1.2M | 7.9K | 0.6% | ▲New New position | |
| 45 | Meta Platforms Inc CL A | $1.1M | 1.9K | 0.6% | ▲New New position | |
| 46 | Pacer FDS TR SWAN SOS FD OF | $1.0M | 30.1K | 0.5% | ▲New New position | |
| 47 | Ishares Silver TR ISHARES | $969K | 18.1K | 0.5% | ▲New New position | |
| 48 | Ishares TR IBOXX INV CP ETF | $913K | 8.4K | 0.5% | ▲New New position | |
| 49 | Robinhood MKTS Inc COM CL A | $903K | 9.0K | 0.5% | ▲New New position | |
| 50 | Alphabet Inc CAP STK CL C | $892K | 2.5K | 0.5% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2103577/holdings"
Use Arkolith to show QUANTUM FINANCIAL PARTNERS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 153 | $195.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.