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Quantum Financial Advisors, LLC

SEC CIK
0001929139
Latest filing
Jul 8, 2026

PWR holding history

Quanta Services, Inc. in every 13F filed by Quantum Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PWR overviewAll 13F holders of PWRFull Q2 2026 holdings

Shares (Q2 2026)
753
Value
$541.9K
% of portfolio
0.1%
Quarters held
13
Since Q2 2023
Holdings of PWR by Quantum Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026753$541.9K0.1%−25−3.2%ReducedHolders
Q1 2026778$426.9K<0.1%+125+19.1%AddedHolders
Q4 2025653$275.4K<0.1%−278−29.9%ReducedHolders
Q3 2025931$385.7K<0.1%−64−6.4%ReducedHolders
Q2 2025995$376.0K0.1%−138−12.2%ReducedHolders
Q1 20251,133$287.9K<0.1%−42−3.6%ReducedHolders
Q4 20241,175$371.2K0.1%−12−1.0%ReducedHolders
Q3 20241,187$353.8K0.1%−9−0.8%ReducedHolders
Q2 20241,196$303.8K0.1%00.0%UnchangedHolders
Q1 20241,196$310.6K0.1%−8−0.7%ReducedHolders
Q4 20231,204$259.7K0.1%+12+1.0%AddedHolders
Q3 20231,192$222.9K0.1%00.0%UnchangedHolders
Q2 20231,192$234.1K0.1%+1,192NewHolders