Quantum Financial Planning Services, Inc. Top Holdings and 13F Report (2025) About Quantum Financial Planning Services, Inc.Investment ActivityQuantum Financial Planning Services, Inc. has $247.26 million in total holdings as of September 30, 2025.Quantum Financial Planning Services, Inc. owns shares of 49 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 11.80% of the portfolio was purchased this quarter.About 1.95% of the portfolio was sold this quarter.This quarter, Quantum Financial Planning Services, Inc. has purchased 46 new stocks and bought additional shares in 21 stocks.Quantum Financial Planning Services, Inc. sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Short-Term Corporate Bond ETF $62,684,341Vanguard Growth ETF $58,800,218SPDR Portfolio S&P 500 ETF $37,680,022VANGUARD MALVERN FDS $26,718,541Dimensional International Core Equity 2 ETF $18,180,612 Largest New Holdings this Quarter 25434V799 - Dimensional International Core Equity 2 ETF $18,180,612 Holding46641Q134 - JPMorgan International Research Enhanced Equity ETF $400,646 Holding67066G104 - NVIDIA $400,403 Holding78463X889 - SPDR Portfolio Developed World ex-US ETF $356,040 Holding46438R105 - ISHARES ETHEREUM TR $244,203 Holding Largest Purchases this Quarter Dimensional International Core Equity 2 ETF 554,456 shares (about $18.18M)Vanguard Short-Term Corporate Bond ETF 50,027 shares (about $4.00M)CAPITAL GROUP CORE BALANCED 39,301 shares (about $1.36M)SPDR Portfolio S&P 500 ETF 16,154 shares (about $1.27M)Amazon.com 2,911 shares (about $639.13K) Largest Sales this Quarter Vanguard Growth ETF 6,106 shares (about $2.93M)Vanguard Total Bond Market ETF 5,353 shares (about $398.10K)Costco Wholesale 186 shares (about $172.12K)VANGUARD MALVERN FDS 2,042 shares (about $160.11K)Oracle 198 shares (about $55.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofQuantum Financial Planning Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVCSHVanguard Short-Term Corporate Bond ETF$62,684,341$3,998,661 ▲6.8%784,24025.4%ETFVUGVanguard Growth ETF$58,800,218$2,928,500 ▼-4.7%122,60023.8%ETFSPLGSPDR Portfolio S&P 500 ETF$37,680,022$1,265,503 ▲3.5%480,98115.2%ETFVANGUARD MALVERN FDS$26,718,541$160,113 ▼-0.6%340,75410.8%CORE BD ETFDFICDimensional International Core Equity 2 ETF$18,180,612$18,180,612 ▲New Holding554,4567.4%ETFCAPITAL GROUP CORE BALANCED$9,618,003$1,364,532 ▲16.5%277,0163.9%SHSCGDVCapital Group Dividend Value ETF$5,393,498$592,707 ▲12.3%128,3252.2%ETFDFATDimensional U.S. Targeted Value ETF$4,523,163$551,076 ▲13.9%77,7041.8%ETFBNDVanguard Total Bond Market ETF$2,029,042$398,104 ▼-16.4%27,2830.8%ETFAAPLApple$1,995,035$247,501 ▲14.2%7,8350.8%Computer and TechnologyMSFTMicrosoft$1,837,915$198,400 ▲12.1%3,5480.7%Computer and TechnologyCOSTCostco Wholesale$1,819,331$172,124 ▼-8.6%1,9660.7%Retail/WholesaleAMZNAmazon.com$1,763,696$639,128 ▲56.8%8,0330.7%Retail/WholesaleGOOGLAlphabet$1,007,039$281,786 ▲38.9%4,1420.4%Computer and TechnologyQQQInvesco QQQ$734,353$600 ▲0.1%1,2230.3%FinanceORCLOracle$681,971$55,683 ▼-7.5%2,4250.3%Computer and TechnologyESGVVanguard ESG U.S. Stock ETF$658,567$1,540 ▲0.2%5,5600.3%ETFVXUSVanguard Total International Stock ETF$627,495$1,102 ▼-0.2%8,5420.3%ETFGOOGAlphabet$618,447$83,060 ▲15.5%2,5390.3%Computer and TechnologyVTESVanguard Short-Term Tax-Exempt Bond ETF$517,6770.0%5,0790.2%ETFVOOVanguard S&P 500 ETF$497,695$92,438 ▲22.8%8130.2%ETFVTEBVanguard Tax-Exempt Bond ETF$468,669$8,162 ▲1.8%9,3600.2%ETFHDHome Depot$466,515$23,508 ▲5.3%1,1510.2%Retail/WholesaleBRK.BBerkshire Hathaway$444,4220.0%8840.2%FinanceXOMExxon Mobil$439,144$902 ▲0.2%3,8950.2%EnergyJIREJPMorgan International Research Enhanced Equity ETF$400,646$400,646 ▲New Holding5,4480.2%ETFNVDANVIDIA$400,403$400,403 ▲New Holding2,1460.2%Computer and TechnologyMPLXMPLX$399,6000.0%8,0000.2%EnergyBABoeing$369,9790.0%1,7140.1%AerospaceBLACKROCK INC$367,8190.0%3150.1%COMSPDWSPDR Portfolio Developed World ex-US ETF$356,040$356,040 ▲New Holding8,3210.1%ETFTMUST-Mobile US$351,924$13,167 ▼-3.6%1,4700.1%Computer and TechnologyFIDELITY COVINGTON TRUST$348,6370.0%9,8820.1%ENHANCED INTLNULGNuveen ESG Large-Cap Growth ETF$334,948$4,376 ▲1.3%3,3680.1%ETFWESWestern Midstream Partners$314,3200.0%8,0000.1%EnergyHONHoneywell International$313,806$20,836 ▲7.1%1,4910.1%Multi-Sector ConglomeratesSPYSPDR S&P 500 ETF Trust$300,697$16,668 ▼-5.3%4510.1%FinanceVSGXVanguard ESG International Stock ETF$279,396$20,393 ▼-6.8%4,0280.1%ETFSCHBSchwab US Broad Market ETF$262,173$746 ▲0.3%10,1970.1%ETFNOWServiceNow$253,0770.0%2750.1%Computer and TechnologyBKNGBooking$246,3940.0%460.1%Retail/WholesaleVTVVanguard Value ETF$244,588$932 ▲0.4%1,3120.1%ETFISHARES ETHEREUM TR$244,203$244,203 ▲New Holding7,7500.1%SHSMETAMeta Platforms$239,892$11,738 ▲5.1%3270.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$227,6060.0%3,7980.1%ETFIVViShares Core S&P 500 ETF$224,210$42,165 ▼-15.8%3350.1%ETFFIFiserv$206,804$20,758 ▼-9.1%1,6040.1%Business ServicesTSLATesla$200,569$200,569 ▲New Holding4510.1%Auto/Tires/TrucksETEnergy Transfer$171,6000.0%10,0000.1%EnergyOKEONEOK$0$506,106 ▼-100.0%00.0%EnergyEPDEnterprise Products Partners$0$310,100 ▼-100.0%00.0%EnergyPAAPlains All American Pipeline$0$183,200 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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