Quantum Financial Planning Services, Inc. Top Holdings and 13F Report (2025) About Quantum Financial Planning Services, Inc.Investment ActivityQuantum Financial Planning Services, Inc. has $212.42 million in total holdings as of June 30, 2025.Quantum Financial Planning Services, Inc. owns shares of 46 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 19.46% of the portfolio was purchased this quarter.About 11.88% of the portfolio was sold this quarter.This quarter, Quantum Financial Planning Services, Inc. has purchased 38 new stocks and bought additional shares in 15 stocks.Quantum Financial Planning Services, Inc. sold shares of 14 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Short-Term Corporate Bond ETF $58,369,963Vanguard Growth ETF $56,424,612SPDR Portfolio S&P 500 ETF $33,788,310VANGUARD MALVERN FDS $26,594,126CAPITAL GROUP CORE BALANCED $7,949,190 Largest New Holdings this Quarter 14020W106 - Capital Group Dividend Value ETF $4,510,666 Holding921935870 - Vanguard Short-Term Tax-Exempt Bond ETF $512,623 Holding682680103 - ONEOK $506,106 Holding55336V100 - Mplx $412,080 Holding31609A404 - FIDELITY COVINGTON TRUST $328,675 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 268,914 shares (about $20.86M)CAPITAL GROUP CORE BALANCED 226,977 shares (about $7.59M)Capital Group Dividend Value ETF 114,223 shares (about $4.51M)Vanguard Growth ETF 5,221 shares (about $2.29M)SPDR Portfolio S&P 500 ETF 20,311 shares (about $1.48M) Largest Sales this Quarter Vanguard Total Bond Market ETF 290,504 shares (about $21.39M)Vanguard Short-Term Corporate Bond ETF 11,871 shares (about $943.74K)Vanguard Total International Stock ETF 6,312 shares (about $436.10K)Microsoft 731 shares (about $363.53K)Amazon.com 1,391 shares (about $305.14K) 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$58,369,963$943,745 ▼-1.6%734,21327.5%ETFVUGVanguard Growth ETF$56,424,612$2,288,882 ▲4.2%128,70626.6%ETFSPLGSPDR Portfolio S&P 500 ETF$33,788,310$1,476,408 ▲4.6%464,82715.9%ETFVANGUARD MALVERN FDS$26,594,126$20,862,358 ▲364.0%342,79612.5%CORE BD ETFCAPITAL GROUP CORE BALANCED$7,949,190$7,590,111 ▲2,113.8%237,7153.7%SHSCGDVCapital Group Dividend Value ETF$4,510,666$4,510,666 ▲New Holding114,2232.1%ETFDFATDimensional U.S. Targeted Value ETF$3,682,064$885,752 ▲31.7%68,2371.7%ETFBNDVanguard Total Bond Market ETF$2,403,005$21,389,955 ▼-89.9%32,6361.1%ETFCOSTCostco Wholesale$2,130,253$248,464 ▼-10.4%2,1521.0%Retail/WholesaleMSFTMicrosoft$1,573,956$363,527 ▼-18.8%3,1650.7%Computer and TechnologyAAPLApple$1,408,027$250,913 ▼-15.1%6,8630.7%Computer and TechnologyAMZNAmazon.com$1,123,606$305,142 ▼-21.4%5,1220.5%Retail/WholesaleQQQInvesco QQQ$674,142$1,103 ▲0.2%1,2220.3%FinanceESGVVanguard ESG U.S. Stock ETF$608,188$1,425 ▲0.2%5,5470.3%ETFVXUSVanguard Total International Stock ETF$591,203$436,096 ▼-42.5%8,5570.3%ETFORCLOracle$573,4380.0%2,6230.3%Computer and TechnologyGOOGLAlphabet$525,644$1,410 ▲0.3%2,9830.2%Computer and TechnologyVTESVanguard Short-Term Tax-Exempt Bond ETF$512,623$512,623 ▲New Holding5,0790.2%ETFOKEONEOK$506,106$506,106 ▲New Holding6,2000.2%EnergyVTEBVanguard Tax-Exempt Bond ETF$450,913$202,683 ▲81.7%9,1970.2%ETFBRK.BBerkshire Hathaway$429,421$486 ▲0.1%8840.2%FinanceXOMExxon Mobil$419,021$85,917 ▼-17.0%3,8870.2%EnergyMPLXMplx$412,080$412,080 ▲New Holding8,0000.2%EnergyHDHome Depot$400,806$367 ▲0.1%1,0930.2%Retail/WholesaleGOOGAlphabet$389,835$532 ▲0.1%2,1980.2%Computer and TechnologyVOOVanguard S&P 500 ETF$376,1210.0%6620.2%ETFBABoeing$359,1800.0%1,7140.2%AerospaceTMUST-Mobile US$358,883$25,416 ▲7.6%1,5250.2%Computer and TechnologyBLACKROCK INC$330,070$52,392 ▼-13.7%3150.2%COMFIDELITY COVINGTON TRUST$328,675$328,675 ▲New Holding9,8820.2%ENHANCED INTLHONHoneywell International$324,2680.0%1,3920.2%Multi-Sector ConglomeratesNULGNuveen ESG Large-Cap Growth ETF$312,290$12,307 ▼-3.8%3,3240.1%ETFEPDEnterprise Products Partners$310,100$310,100 ▲New Holding10,0000.1%EnergyWESWestern Midstream Partners$309,600$309,600 ▲New Holding8,0000.1%EnergyFIFiserv$304,3040.0%1,7650.1%Business ServicesSPYSPDR S&P 500 ETF Trust$294,146$294,146 ▲New Holding4760.1%FinanceVSGXVanguard ESG International Stock ETF$283,075$18,666 ▼-6.2%4,3220.1%ETFNOWServiceNow$282,722$61,685 ▼-17.9%2750.1%Computer and TechnologyBKNGBooking$263,722$5,733 ▲2.2%460.1%Retail/WholesaleIVViShares Core S&P 500 ETF$247,237$49,696 ▼-16.7%3980.1%ETFSCHBSchwab US Broad Market ETF$242,299$715 ▲0.3%10,1680.1%ETFVTVVanguard Value ETF$230,915$131,447 ▼-36.3%1,3070.1%ETFMETAMeta Platforms$229,870$229,870 ▲New Holding3110.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$216,552$216,552 ▲New Holding3,7980.1%ETFPAAPlains All American Pipeline$183,200$183,200 ▲New Holding10,0000.1%EnergyETEnergy Transfer$181,300$181,300 ▲New Holding10,0000.1%EnergyVNQVanguard Real Estate ETF$0$426,262 ▼-100.0%00.0%ETFVGTVanguard Information Technology ETF$0$220,848 ▼-100.0%00.0%ETFMYNBlackRock MuniYield New York Quality Fund$0$120,064 ▼-100.0%00.0%FinanceCXEMFS High Income Municipal Trust$0$113,977 ▼-100.0%00.0%FinanceShowing 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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