Quantum Financial Planning Services, Inc. Top Holdings and 13F Report (2025) About Quantum Financial Planning Services, Inc.Investment ActivityQuantum Financial Planning Services, Inc. has $182.81 million in total holdings as of March 31, 2025.Quantum Financial Planning Services, Inc. owns shares of 38 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 4.88% of the portfolio was purchased this quarter.About 1.06% of the portfolio was sold this quarter.This quarter, Quantum Financial Planning Services, Inc. has purchased 34 new stocks and bought additional shares in 20 stocks.Quantum Financial Planning Services, Inc. sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Short-Term Corporate Bond ETF $58,895,870Vanguard Growth ETF $45,790,864SPDR Portfolio S&P 500 ETF $29,231,358Vanguard Total Bond Market ETF $23,734,635VANGUARD MALVERN FDS $5,720,700 Largest New Holdings this Quarter 67092P201 - Nuveen ESG Large-Cap Growth ETF $270,457 Holding808524102 - Schwab US Broad Market ETF $218,268 Holding09255E102 - BlackRock MuniYield New York Quality Fund $120,064 Holding59318D104 - MFS High Income Municipal Trust $113,977 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 26,629 shares (about $1.96M)Vanguard Short-Term Corporate Bond ETF 20,032 shares (about $1.58M)SPDR Portfolio S&P 500 ETF 17,794 shares (about $1.17M)Vanguard Growth ETF 2,775 shares (about $1.03M)Microsoft 1,993 shares (about $748.44K) Largest Sales this Quarter T-Mobile US 4,764 shares (about $1.26M)CAPITAL GROUP CORE BALANCED 9,304 shares (about $288.24K)Berkshire Hathaway 400 shares (about $213.03K)Vanguard Real Estate ETF 847 shares (about $76.69K)Vanguard Value ETF 331 shares (about $57.16K) 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$58,895,870$1,581,326 ▲2.8%746,08432.2%ETFVUGVanguard Growth ETF$45,790,864$1,029,029 ▲2.3%123,48525.0%ETFSPLGSPDR Portfolio S&P 500 ETF$29,231,358$1,170,133 ▲4.2%444,51616.0%ETFBNDVanguard Total Bond Market ETF$23,734,635$1,955,900 ▲9.0%323,14013.0%ETFVANGUARD MALVERN FDS$5,720,700$360,438 ▲6.7%73,8823.1%CORE BD ETFDFATDimensional U.S. Targeted Value ETF$2,668,312$268,108 ▲11.2%51,8221.5%ETFCOSTCostco Wholesale$2,271,343$209,837 ▲10.2%2,4031.2%Retail/WholesaleAAPLApple$1,796,211$305,440 ▲20.5%8,0861.0%Computer and TechnologyMSFTMicrosoft$1,463,078$748,438 ▲104.7%3,8960.8%Computer and TechnologyAMZNAmazon.com$1,239,068$260,065 ▲26.6%6,5130.7%Retail/WholesaleVXUSVanguard Total International Stock ETF$923,362$7,762 ▼-0.8%14,8690.5%ETFQQQInvesco QQQ$572,288$938 ▼-0.2%1,2200.3%FinanceXOMExxon Mobil$557,118$83,972 ▲17.7%4,6840.3%EnergyESGVVanguard ESG US Stock ETF$542,035$588 ▲0.1%5,5340.3%ETFBRK.BBerkshire Hathaway$470,268$213,032 ▼-31.2%8830.3%FinanceGOOGLAlphabet$460,085$52,890 ▲13.0%2,9750.3%Computer and TechnologyVNQVanguard Real Estate ETF$426,262$76,687 ▼-15.2%4,7080.2%ETFHDHome Depot$400,133$8,061 ▼-2.0%1,0920.2%Retail/WholesaleFIFiserv$389,765$35,554 ▲10.0%1,7650.2%Business ServicesTMUST-Mobile US$375,417$1,262,164 ▼-77.1%1,4170.2%Computer and TechnologyORCLOracle$366,704$13,002 ▲3.7%2,6230.2%Computer and TechnologyVTVVanguard Value ETF$354,207$57,164 ▼-13.9%2,0510.2%ETFBLACKROCK INC$345,012$50,098 ▲17.0%3650.2%COMGOOGAlphabet$342,961$312 ▲0.1%2,1950.2%Computer and TechnologyVOOVanguard S&P 500 ETF$340,285$26,729 ▼-7.3%6620.2%ETFCAPITAL GROUP CORE BALANCED$332,663$288,238 ▼-46.4%10,7380.2%SHSHONHoneywell International$294,7790.0%1,3920.2%Multi-Sector ConglomeratesBABoeing$292,360$2,047 ▼-0.7%1,7140.2%AerospaceVSGXVanguard ESG International Stock ETF$271,701$1,769 ▲0.7%4,6070.1%ETFNULGNuveen ESG Large-Cap Growth ETF$270,457$270,457 ▲New Holding3,4550.1%ETFIVViShares Core S&P 500 ETF$268,434$562 ▲0.2%4780.1%ETFNOWServiceNow$266,707$67,672 ▲34.0%3350.1%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$251,2260.0%5,0630.1%ETFVGTVanguard Information Technology ETF$220,8480.0%4070.1%ETFSCHBSchwab US Broad Market ETF$218,268$218,268 ▲New Holding10,1380.1%ETFBKNGBooking$209,5110.0%450.1%Retail/WholesaleMYNBlackRock MuniYield New York Quality Fund$120,064$120,064 ▲New Holding12,0910.1%FinanceCXEMFS High Income Municipal Trust$113,977$113,977 ▲New Holding30,8880.1%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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