Long-term investor

Quantum Financial Advisors, LLC @quantumfinancialadvisors

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001929139).

Record

  • Tracked since 2025-06-30 (431 days), 37 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.0% · 6 months +11.0% · 1 year +18.3% · all +18.3%
  • Max drawdown -0.4% · Sharpe 1.37 · win rate 24% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 025072885 · 11.5% · long · since 2025-06-30
  • 25434V716 · 11.0% · long · since 2025-06-30
  • 25434V625 · 7.3% · long · since 2025-06-30
  • 025072703 · 4.1% · long · since 2025-06-30
  • 25434V690 · 3.7% · long · since 2025-06-30
  • AAPL · 3.4% · long · since 2025-06-30
  • 025072604 · 3.3% · long · since 2025-06-30
  • 25434V674 · 2.8% · long · since 2025-06-30
  • 25434V682 · 2.6% · long · since 2025-06-30
  • 25434V104 · 2.5% · long · since 2025-06-30
  • 025072356 · 2.1% · long · since 2025-06-30
  • 25434V583 · 2.1% · long · since 2025-06-30

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