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Quantum Financial Planning Services, Inc. 13F holdings

Filed 2026-07-15 · Quantum Financial Planning Services, Inc. · 58 positions · $322.5M

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TickerCompanySharesValue% of portfolio
VUGVANGUARD INDEX FDS825.9K$71.1M22.1%
VCSHVANGUARD SCOTTSDALE FDS866.2K$68.5M21.2%
SPYMSPDR SERIES TRUST584.9K$51.4M15.9%
DFICDIMENSIONAL ETF TRUST850.2K$31.7M9.8%
VCRBVANGUARD MALVERN FDS387.8K$29.9M9.3%
CGBLCAPITAL GROUP CORE BALANCED421.9K$16.0M5.0%
CGDVCAPITAL GROUP DIVIDEND VALUE189.3K$9.3M2.9%
DFATDIMENSIONAL ETF TRUST120.4K$8.4M2.6%
AGGISHARES TR32.6K$3.2M1.0%
LLYELI LILLY & CO2.2K$2.6M0.8%
AAPLAPPLE INC9.1K$2.6M0.8%
JIREJ P MORGAN EXCHANGE TRADED F23.3K$1.9M0.6%
COSTCOSTCO WHOLESALE CORPORATION1.9K$1.8M0.6%
MSFTMICROSOFT CORP4.7K$1.8M0.5%
AMZNAMAZON COM INC7.2K$1.7M0.5%
GOOGLALPHABET INC3.9K$1.4M0.4%
GOOGALPHABET INC3.2K$1.1M0.3%
BNDVANGUARD BD INDEX FDS14.5K$1.1M0.3%
GSIEGOLDMAN SACHS ETF TR22.4K$1.0M0.3%
NVDANVIDIA CORPORATION4.4K$881,4480.3%
VSDMVANGUARD MUN BD FDS10.2K$782,4490.2%
ESGVVANGUARD WORLD FD5.8K$769,3240.2%
VXUSVANGUARD STAR FDS7.8K$667,3570.2%
SPDWSPDR INDEX SHS FDS12.7K$639,5840.2%
BRK-BBERKSHIRE HATHAWAY INC DEL1.2K$623,4860.2%
GSLCGOLDMAN SACHS ETF TR4.4K$619,7760.2%
VOOVANGUARD INDEX FDS877$602,1820.2%
CSRECOHEN & STEERS ETF TRUST20.2K$573,4640.2%
VEAVANGUARD TAX-MANAGED FDS7.5K$535,4790.2%
GBCIGLACIER BANCORP INC NEW10.2K$526,3740.2%
VTESVANGUARD WELLINGTON FD5.1K$514,5530.2%
MUMICRON TECHNOLOGY INC425$490,5730.2%
VTEBVANGUARD MUN BD FDS9.1K$462,5780.1%
INTCINTEL CORP3.1K$426,2900.1%
FENIFIDELITY COVINGTON TRUST9.9K$396,5650.1%
NULGNUSHARES ETF TR3.3K$388,1520.1%
HDHOME DEPOT INC1.1K$383,5630.1%
EXMOCEXXON MOBIL CORP2.7K$368,6150.1%
SPYSTATE STR SPDR S&P 500 ETF T472$352,6590.1%
WESWESTERN MIDSTREAM PARTNERS L8.0K$350,0800.1%
ORCLORACLE CORP2.4K$345,8390.1%
VSGXVANGUARD WORLD FD4.0K$327,2710.1%
VTIVANGUARD INDEX FDS873$323,0450.1%
JCPBJ P MORGAN EXCHANGE TRADED F6.4K$301,3390.1%
SCHBSCHWAB STRATEGIC TR10.3K$297,8560.1%
MPLXMPLX LP5.3K$297,7600.1%
PLTRPALANTIR TECHNOLOGIES INC2.4K$285,1410.1%
TSLATESLA INC677$284,7460.1%
IBITISHARES BITCOIN TRUST ETF7.9K$263,6900.1%
BABOEING CO1.2K$259,4750.1%
IVVISHARES TR322$241,2120.1%
VBRVANGUARD INDEX FDS980$238,0210.1%
BOTZGLOBAL X FDS6.2K$234,0900.1%
VONGVANGUARD SCOTTSDALE FDS1.7K$216,1270.1%
VBVANGUARD INDEX FDS698$211,6820.1%
BKNGBOOKING HOLDINGS INC1.1K$204,5330.1%
ETENERGY TRANSFER L P10.0K$191,2000.1%
—VERIFYME INC69.4K$42,6390.0%
Top Fund Holdings
13F
Top Fund Holdings

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