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Sean Murray

Quantum Financial Advisors, Llc

Assets Managed
$891.385M
Holdings
231
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
0.1%(2Q avg: 4.33%)
Sustained Growth
13 quarters

Portfolio positions

This chart displays the top 10 holdings in Quantum Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 231 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 13 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 891.385M in assets, with a quarterly growth rate of 0.1% and a 2-quarter average growth rate of 4.33%. The portfolio is managed by Sean Murray, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFSU
Dimensional Us Sus Core1 Etf
Recent Activity
Increased 0.01%
11.08%
$98.68M
2.402M shares@ $41.1 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -28.8%
10.96%
$97.632M
878,146 shares@ $111.18 avg price
DCOR
Dimensional Us Core Eq 1 Etf
Recent Activity
Increased 269.73%
6.73%
$59.922M
831,323 shares@ $72.09 avg price
AVDE
Avantis International Equity
Recent Activity
Decreased -2.19%
4.35%
$38.762M
456,882 shares@ $84.85 avg price
DFSI
Dimensional Int Sus Cor1 Etf
Recent Activity
Decreased -1.69%
4%
$35.633M
840,411 shares@ $42.4 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.86%
3.41%
$30.316M
119,454 shares@ $253.8 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -1.72%
3.19%
$28.431M
352,831 shares@ $80.59 avg price
DFSB
Dim Glb Sustain Fix Inc Etf
Recent Activity
Increased 2.19%
3.06%
$27.235M
526,362 shares@ $51.75 avg price
DFSE
Dimensional Em Sus Core1 Etf
Recent Activity
Decreased -1.98%
2.6%
$23.144M
546,242 shares@ $42.37 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Decreased -8.95%
2.48%
$22.032M
488,298 shares@ $45.13 avg price

1-10 of 231