Quantum Financial Partners LLC holds a diversified book of 153 stocks worth $195.5M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). Their largest long position is Cap Group Growth Equity at 6% of the equity book.
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.
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.
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 |
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 ~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.