StockDriftsStockDriftsTop 50 Quantum Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFSU | DIMENSIONAL ETF TRUST | 11.07% | 2.40M | $98.7M | +0.00%(+73) | $28.37(+58.84%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 10.95% | 878.1K | $97.6M | -28.81%(-355.36K) | $80.25(+53.41%) | 2026-03-31 | |
| DCOR | DIMENSIONAL ETF TRUST | 6.72% | 831.3K | $59.9M | +269.72%(+606.47K) | $70.12(+12.98%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 4.35% | 456.9K | $38.8M | -2.20%(-10.28K) | $59.00(+51.24%) | 2026-03-31 | |
| DFSI | DIMENSIONAL ETF TRUST | 4% | 840.4K | $35.6M | -1.70%(-14.49K) | $29.31(+52.07%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.4% | 119.5K | $30.3M | +0.86%(+1.01K) | $203.83(+39.42%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.19% | 352.8K | $28.4M | -1.73%(-6.20K) | $58.39(+57.96%) | 2026-03-31 | |
| DFSB | DIMENSIONAL ETF TRUST | 3.06% | 526.4K | $27.2M | +2.18%(+11.25K) | $51.56(+0.74%) | 2026-03-31 | |
| DFSE | DIMENSIONAL ETF TRUST | 2.6% | 546.2K | $23.1M | -1.99%(-11.08K) | $29.32(+64.37%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 2.47% | 488.3K | $22.0M | -8.96%(-48.05K) | $35.58(+40.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.36% | +41.86% |
| Top 20 Holdings Unweighted | +12.06% | +40.72% |
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