Quantum Financial Planning Services, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Quantum Financial Planning Services, Inc. held in its portfolio 54 assets valued at $275,885,752 (i.e. $275.89M).
The most valuable assets in the portfolio included: VANGUARD SCOTTSDALE FDS ($64.43M), VANGUARD INDEX FDS ($61.17M), and SPDR SERIES TRUST ($40.56M).
The chart below shows the top 10 valuable assets, and the table below shows the top 54 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Quantum Financial Planning Services, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 808104 | 64430097 | SHRT TRM CORP BD |
| VANGUARD INDEX FDS | 125393 | 61174301 | GROWTH ETF |
| SPDR SERIES TRUST | 505571 | 40556923 | PORTFOLIO S&P500 |
| VANGUARD MALVERN FDS | 359508 | 28003896 | CORE BD ETF |
| DIMENSIONAL ETF TRUST | 772528 | 26621310 | INTL CORE EQUITY |
| CAPITAL GROUP CORE BALANCED | 319107 | 11274034 | SHS |
| CAPITAL GROUP DIVIDEND VALUE | 143049 | 6242668 | SHS CREATION UNI |
| DIMENSIONAL ETF TRUST | 88235 | 5253534 | US TARGETED VLU |
| ISHARES TR | 34024 | 3398317 | CORE US AGGBD ET |
| APPLE INC | 9300 | 2528218 | COM |
| MICROSOFT CORP | 5136 | 2483657 | COM |
| ELI LILLY & CO | 2183 | 2345928 | COM |
| COSTCO WHSL CORP NEW | 2003 | 1726971 | COM |
| AMAZON COM INC | 7042 | 1625319 | COM |
| VANGUARD BD INDEX FDS | 19818 | 1467884 | TOTAL BND MRKT |
| ALPHABET INC | 3600 | 1126718 | CAP STK CL A |
| ALPHABET INC | 2875 | 902026 | CAP STK CL C |
| GOLDMAN SACHS ETF TR | 18810 | 807701 | ACTIVEBETA INT |
| J P MORGAN EXCHANGE TRADED F | 9672 | 724217 | INTRNL RES EQT |
| BERKSHIRE HATHAWAY INC DEL | 1356 | 681593 | CL B NEW |
| VANGUARD WORLD FD | 5574 | 674213 | ESG US STK ETF |
| NVIDIA CORPORATION | 3480 | 649025 | COM |
| VANGUARD STAR FDS | 8542 | 644408 | VG TL INTL STK F |
| VANGUARD MUN BD FDS | 7532 | 575783 | SHORT TAX EXEMPT |
| SPDR INDEX SHS FDS | 12714 | 564647 | PORTFOLIO DEVLPD |
| VANGUARD WELLINGTON FD | 5079 | 515899 | SHORT TRM TAX EX |
| VANGUARD INDEX FDS | 808 | 506470 | S&P 500 ETF SHS |
| VANGUARD MUN BD FDS | 9559 | 480733 | TAX EXEMPT BD |
| ORACLE CORP | 2452 | 477894 | COM |
| VANGUARD TAX-MANAGED FDS | 7515 | 469493 | VAN FTSE DEV MKT |
| GOLDMAN SACHS ETF TR | 3531 | 467398 | ACTIVEBETA US LG |
| EXXON MOBIL CORP | 3573 | 429983 | COM |
| MPLX LP | 8000 | 426960 | COM UNIT REP LTD |
| ISHARES BITCOIN TRUST ETF | 7749 | 384738 | SHS BEN INT |
| FIDELITY COVINGTON TRUST | 9882 | 361484 | ENHANCED INTL |
| HOME DEPOT INC | 1018 | 350191 | COM |
| BOEING CO | 1595 | 346353 | COM |
| NUSHARES ETF TR | 3369 | 329473 | NUVEEN ESG LRGCP |
| WESTERN MIDSTREAM PARTNERS L | 8000 | 316000 | COM UNIT LP INT |
| T-MOBILE US INC | 1515 | 307575 | COM |
| SPDR S&P 500 ETF TR | 443 | 301861 | TR UNIT |
| VANGUARD WORLD FD | 4076 | 291901 | ESG INTL STK ETF |
| HONEYWELL INTL INC | 1491 | 290912 | COM |
| TESLA INC | 601 | 270282 | COM |
| VANGUARD INDEX FDS | 804 | 269557 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 10229 | 268313 | US BRD MKT ETF |
| BOOKING HOLDINGS INC | 46 | 244824 | COM |
| ISHARES TR | 336 | 230040 | CORE S&P500 ETF |
| GLOBAL X FDS | 6170 | 223539 | RBTCS ARTFL INTE |
| BLACKROCK INC | 201 | 215620 | COM |
| VANGUARD INDEX FDS | 1112 | 212369 | VALUE ETF |
| VANGUARD SCOTTSDALE FDS | 1691 | 205879 | VNG RUS1000GRW |
| ENERGY TRANSFER L P | 10000 | 164900 | COM UT LTD PTN |
| VERIFYME INC | 69445 | 41723 | COM NEW |
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