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Sean Murray

Quantum Financial Advisors, Llc

Assets Managed
$1.011B
Holdings
251
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
13.41%(2Q avg: 6.76%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Quantum Financial Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 251 positions.

Assets under management

The assets under management (AUM) of Quantum Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 14 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.011B in assets, with a quarterly growth rate of 13.41% and a 2-quarter average growth rate of 6.76%. The portfolio is managed by Sean Murray, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 3.36%
11.5%
$116.242M
907,573 shares@ $128.09 avg price
DFSU
Dimensional Us Sus Core1 Etf
Recent Activity
Decreased -0.91%
10.98%
$110.959M
2.38M shares@ $46.64 avg price
DCOR
Dimensional Us Core Eq 1 Etf
Recent Activity
Increased 7.64%
7.26%
$73.353M
894,764 shares@ $81.99 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 1.41%
4.09%
$41.328M
463,319 shares@ $89.21 avg price
DFSI
Dimensional Int Sus Cor1 Etf
Recent Activity
Decreased -1.1%
3.71%
$37.483M
831,098 shares@ $45.11 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.09%
3.42%
$34.531M
119,335 shares@ $289.36 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -2.13%
3.3%
$33.319M
345,315 shares@ $96.5 avg price
DFSB
Dim Glb Sustain Fix Inc Etf
Recent Activity
Increased 2.7%
2.79%
$28.169M
540,560 shares@ $52.12 avg price
DFSE
Dimensional Em Sus Core1 Etf
Recent Activity
Decreased -3.21%
2.56%
$25.842M
528,686 shares@ $48.88 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 1.36%
2.54%
$25.583M
494,933 shares@ $51.7 avg price

1-10 of 251