Vault-13

QUANTUM FINANCIAL PARTNERS LLC

OVERLAND PARK, KS · CIK 2103577 · 13F filing filed 2026-07-20

SEC-registered investment adviser since 2026 · limited liability company

As an employer

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

CityCountryPeople
Overland Park, KS (main office)United States United Statesabout 4
Omaha, NEUnited States United States3

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$195.5m reported value
153positions
37.9%in top 10
—no comparable previous quarter

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR CGGR 247,649 $11.7m5.98% 5.98% First filing
2 CAPITAL GROUP CORE BALANCED SHS CGBL CGBL 261,952 $9.9m5.09% 5.09% First filing
3 AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV AVLV 99,991 $9.1m4.66% 4.66% First filing
4 ISHARES U S ETF TR INT RT HD LONG IGBH IGBH 281,200 $6.9m3.53% 3.53% First filing
5 CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP CGCP 300,192 $6.7m3.42% 3.42% First filing
6 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU CGXU 188,655 $6.5m3.34% 3.34% First filing
7 INVESCO QQQ TR UNIT SER 1 QQQ QQQ 8,797 $6.5m3.31% 3.31% First filing
8 T ROWE PRICE ETF INC PRICE EQT INCOME TEQI TEQI 118,669 $6.0m3.06% 3.06% First filing
9 SPDR S&P 500 ETF TR TR UNIT SPY SPY 7,431 $5.5m2.84% 2.84% First filing
10 J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO JGRO 52,705 $5.2m2.66% 2.66% First filing
11 VANGUARD MUN BD FDS CORE TAX EXEMPT VCRM VCRM 63,060 $4.8m2.46% 2.46% First filing
12 VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG VIG 19,706 $4.7m2.38% 2.38% First filing
13 APPLE INC COM AAPL AAPL 13,916 $4.0m2.06% 2.06% First filing
14 VANGUARD INDEX FDS GROWTH ETF VUG VUG 45,405 $3.9m2.00% 2.00% First filing
15 J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF JPSE JPSE 56,119 $3.4m1.73% 1.73% First filing
16 NVIDIA CORPORATION COM NVDA NVDA 15,883 $3.2m1.63% 1.63% First filing
17 CAPITAL GRP FIXED INCM ETF T CORE BOND ETF CGCB CGCB 120,300 $3.1m1.61% 1.61% First filing
18 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV CGDV 59,108 $2.9m1.49% 1.49% First filing
19 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP RSP 11,825 $2.5m1.29% 1.29% First filing
20 T ROWE PRICE ETF INC CAP APPRECIATION TCAF TCAF 59,149 $2.4m1.24% 1.24% First filing
21 AMERICAN CENTY ETF TR AVANTIS US SMALL AVSC AVSC 33,064 $2.4m1.24% 1.24% First filing
22 ALPHABET INC CAP STK CL A GOOGL GOOGL 6,542 $2.3m1.20% 1.20% First filing
23 ISHARES TR RUS MID CAP ETF IWR IWR 20,960 $2.3m1.18% 1.18% First filing
24 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 4,379 $2.2m1.12% 1.12% First filing
25 MCDONALDS CORP COM MCD MCD 7,810 $2.1m1.08% 1.08% First filing
26 SPDR DOW JONES INDL AVERAGE UT SER 1 DIA DIA 3,950 $2.1m1.06% 1.06% First filing
27 SPROTT PHYSICAL GOLD TR UNIT PHYS PHYS 66,364 $2.0m1.02% 1.02% First filing
28 ISHARES TR FLTG RATE NT ETF FLOT FLOT 38,230 $2.0m1.00% 1.00% First filing
29 CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME CGMU CGMU 63,567 $1.7m0.89% 0.89% First filing
30 JPMORGAN CHASE & CO COM JPM JPM 5,194 $1.7m0.87% 0.87% First filing
31 MICROSOFT CORP COM MSFT MSFT 4,445 $1.7m0.85% 0.85% First filing
32 AMAZON COM INC COM AMZN AMZN 6,806 $1.6m0.83% 0.83% First filing
33 SPDR GOLD TR GOLD SHS GLD GLD 4,287 $1.6m0.81% 0.81% First filing
34 VANGUARD INDEX FDS MID CAP ETF VO VO 18,292 $1.5m0.75% 0.75% First filing
35 ISHARES TR CORE S&P500 ETF IVV IVV 1,962 $1.5m0.75% 0.75% First filing
36 VANGUARD MUN BD FDS TAX EXEMPT BD VTEB VTEB 27,741 $1.4m0.72% 0.72% First filing
37 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV SPLV 18,552 $1.4m0.71% 0.71% First filing
38 TESLA INC COM TSLA TSLA 3,231 $1.4m0.70% 0.70% First filing
39 WALMART INC COM WMT WMT 11,685 $1.3m0.68% 0.68% First filing
40 ADVANCED MICRO DEVICES INC COM AMD AMD 2,263 $1.3m0.67% 0.67% First filing
41 GE VERNOVA INC COM GEV GEV 1,072 $1.3m0.64% 0.64% First filing
42 SELECT SECTOR SPDR TR SBI INT-UTILS XLU XLU 27,158 $1.2m0.63% 0.63% First filing
43 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 3,246 $1.2m0.61% 0.61% First filing
44 ISHARES TR CORE S&P SCP ETF IJR IJR 7,920 $1.2m0.60% 0.60% First filing
45 META PLATFORMS INC CL A META META 1,917 $1.1m0.55% 0.55% First filing
46 PACER FDS TR SWAN SOS FD OF PSFF PSFF 30,066 $1.0m0.53% 0.53% First filing
47 ISHARES SILVER TR ISHARES SLV SLV 18,130 $969.4k0.50% 0.50% First filing
48 ISHARES TR IBOXX INV CP ETF LQD LQD 8,375 $913.5k0.47% 0.47% First filing
49 ROBINHOOD MKTS INC COM CL A HOOD HOOD 9,001 $902.6k0.46% 0.46% First filing
50 ALPHABET INC CAP STK CL C GOOG GOOG 2,524 $891.7k0.46% 0.46% First filing
51 CAPITAL GROUP NEW GEOGRAPHY SHS CGNG CGNG 23,515 $880.9k0.45% 0.45% First filing
52 DIREXION SHS ETF TR NAS100 EQL WGT QQQE QQQE 7,218 $880.7k0.45% 0.45% First filing
53 QUANTA SVCS INC COM PWR PWR 1,156 $832.5k0.43% 0.43% First filing
54 ELI LILLY & CO COM LLY LLY 658 $789.9k0.40% 0.40% First filing
55 CROWDSTRIKE HLDGS INC CL A CRWD CRWD 1,023 $780.7k0.40% 0.40% First filing
56 EXXON MOBIL CORP COM XOM XOM 5,632 $769.9k0.39% 0.39% First filing
57 CASEYS GEN STORES INC COM CASY CASY 966 $767.8k0.39% 0.39% First filing
58 ISHARES TR MSCI EMG MKT ETF EEM EEM 10,495 $718.0k0.37% 0.37% First filing
59 INVESCO DB US DLR INDEX TR BULLISH FD UUP UUP 25,220 $716.5k0.37% 0.37% First filing
60 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA VEA 9,705 $691.5k0.35% 0.35% First filing
61 BROADCOM INC COM AVGO AVGO 1,801 $680.5k0.35% 0.35% First filing
62 VALERO ENERGY CORP COM VLO VLO 2,602 $677.7k0.35% 0.35% First filing
63 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 1,375 $656.7k0.34% 0.34% First filing
64 T ROWE PRICE ETF INC PRICE BLUE CHIP TCHP TCHP 13,000 $651.2k0.33% 0.33% First filing
65 PALANTIR TECHNOLOGIES INC CL A PLTR PLTR 5,336 $622.6k0.32% 0.32% First filing
66 VANGUARD INDEX FDS MCAP VL IDXVIP VOE VOE 3,101 $612.7k0.31% 0.31% First filing
67 CATERPILLAR INC COM CAT CAT 569 $606.3k0.31% 0.31% First filing
68 JOHNSON & JOHNSON COM JNJ JNJ 2,217 $562.9k0.29% 0.29% First filing
69 VANGUARD INDEX FDS S&P 500 ETF SHS VOO VOO 819 $562.6k0.29% 0.29% First filing
70 ABBVIE INC COM ABBV ABBV 2,182 $549.0k0.28% 0.28% First filing
71 COSTCO WHSL CORP NEW COM COST COST 575 $538.6k0.28% 0.28% First filing
72 NEXTERA ENERGY INC COM NEE NEE 6,063 $532.1k0.27% 0.27% First filing
73 CAPITAL GROUP INTERNATIONAL SHS CGIC CGIC 14,525 $528.6k0.27% 0.27% First filing
74 SELECT SECTOR SPDR TR FINANCIAL XLF XLF 9,853 $528.2k0.27% 0.27% First filing
75 ISHARES TR GRWT ALLOCAT ETF AOR AOR 7,364 $511.8k0.26% 0.26% First filing
76 VANECK ETF TRUST SEMICONDUCTR ETF SMH SMH 772 $506.1k0.26% 0.26% First filing
77 SELECT SECTOR SPDR TR SBI HEALTHCARE XLV XLV 3,179 $504.3k0.26% 0.26% First filing
78 CAPITAL GRP FIXED INCM ETF T MUNICIPAL HIGH I CGHM CGHM 19,330 $499.7k0.26% 0.26% First filing
79 ALTRIA GROUP INC COM MO MO 6,840 $492.1k0.25% 0.25% First filing
80 VERTIV HOLDINGS CO COM CL A VRT VRT 1,459 $488.5k0.25% 0.25% First filing
81 VANGUARD INDEX FDS REAL ESTATE ETF VNQ VNQ 5,039 $485.9k0.25% 0.25% First filing
82 MORGAN STANLEY COM NEW MS MS 2,225 $465.0k0.24% 0.24% First filing
83 INVESCO EXCH TRADED FD TR II QQQ EQU WEI ETF QEW QEW 15,200 $460.4k0.24% 0.24% First filing
84 KINDER MORGAN INC DEL COM KMI KMI 14,199 $454.0k0.23% 0.23% First filing
85 ISHARES TR MSCI USA MIN VOL USMV USMV 4,700 $453.3k0.23% 0.23% First filing
86 AMERICAN CENTY ETF TR US SML CP VALU AVUV AVUV 3,444 $429.7k0.22% 0.22% First filing
87 VISA INC COM CL A V V 1,245 $427.3k0.22% 0.22% First filing
88 CISCO SYS INC COM CSCO CSCO 3,555 $417.5k0.21% 0.21% First filing
89 EASTERLY GOVT PPTYS INC COM SHS DEA DEA 16,270 $405.6k0.21% 0.21% First filing
90 EMERSON ELEC CO COM EMR EMR 2,830 $405.0k0.21% 0.21% First filing
91 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO SPMO 2,425 $391.7k0.20% 0.20% First filing
92 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF FV FV 5,128 $389.1k0.20% 0.20% First filing
93 ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT IBIT 11,577 $385.4k0.20% 0.20% First filing
94 WELLS FARGO CO NEW COM WFC WFC 4,660 $385.1k0.20% 0.20% First filing
95 GE AEROSPACE COM NEW GE GE 1,023 $382.3k0.20% 0.20% First filing
96 EATON CORP PLC SHS ETN ETN 867 $369.4k0.19% 0.19% First filing
97 PROCTER AND GAMBLE CO COM PG PG 2,500 $366.6k0.19% 0.19% First filing
98 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ SPHQ 3,925 $353.6k0.18% 0.18% First filing
99 BLUEROCK PVT REAL ESTATE FD COM BPRE BPRE 26,777 $348.4k0.18% 0.18% First filing
100 TRANSDIGM GROUP INC COM TDG TDG 260 $346.3k0.18% 0.18% First filing