Quantum Financial Planning Services, Inc. Top Holdings and 13F Report (2026) About Quantum Financial Planning Services, Inc.Investment ActivityQuantum Financial Planning Services, Inc. has $322.55 million in total holdings as of June 30, 2026.Quantum Financial Planning Services, Inc. owns shares of 58 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 24.85% of the portfolio was purchased this quarter.About 0.76% of the portfolio was sold this quarter.This quarter, Quantum Financial Planning Services, Inc. has purchased 53 new stocks and bought additional shares in 24 stocks.Quantum Financial Planning Services, Inc. sold shares of 15 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Growth ETF $71,146,916Vanguard Short-Term Corporate Bond ETF $68,457,385SPDR Portfolio S&P 500 ETF $51,402,730Dimensional International Core Equity 2 ETF $31,677,387VANGUARD MALVERN FDS $29,949,011 Largest New Holdings this Quarter 19249U104 - COHEN & STEERS ETF TRUST $573,464 Holding595112103 - Micron Technology $490,573 Holding458140100 - Intel $426,290 Holding46641Q670 - JPMorgan Core Plus Bond ETF $301,339 Holding69608A108 - PALANTIR TECHNOLOGIES INC $285,141 Holding Largest Purchases this Quarter Vanguard Growth ETF 694,155 shares (about $59.79M)CAPITAL GROUP CORE BALANCED 109,112 shares (about $4.14M)SPDR Portfolio S&P 500 ETF 45,476 shares (about $4.00M)Dimensional International Core Equity 2 ETF 54,330 shares (about $2.02M)Capital Group Dividend Value ETF 36,086 shares (about $1.78M) Largest Sales this Quarter Vanguard Total Bond Market ETF 5,452 shares (about $400.23K)Microsoft 755 shares (about $281.44K)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1,750 shares (about $248.31K)Mplx 2,714 shares (about $152.88K)Boeing 396 shares (about $85.70K) 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 PortfolioSectorVUGVanguard Growth ETF$71,146,916$59,794,523 â–²526.7%825,94522.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$68,457,385$881,027 â–²1.3%866,22021.2%ETFSPLGSPDR Portfolio S&P 500 ETF$51,402,730$3,996,428 â–²8.4%584,92015.9%ETFDFICDimensional International Core Equity 2 ETF$31,677,387$2,024,337 â–²6.8%850,1719.8%ETFVANGUARD MALVERN FDS$29,949,011$1,446,956 â–²5.1%387,7769.3%CORE BD ETFCAPITAL GROUP CORE BALANCED$16,015,595$4,141,893 â–²34.9%421,9075.0%SHSCGDVCapital Group Dividend Value ETF$9,327,438$1,778,321 â–²23.6%189,2742.9%ETFDFATDimensional U.S. Targeted Value ETF$8,418,129$1,408,346 â–²20.1%120,4312.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,230,410$17,915 â–²0.6%32,6371.0%FinanceLLYEli Lilly and Company$2,623,222$4,798 â–²0.2%2,1870.8%MedicalAAPLApple$2,620,452$2,894 â–¼-0.1%9,0560.8%Computer and TechnologyJIREJPMorgan International Research Enhanced Equity ETF$1,920,486$935,619 â–²95.0%23,2810.6%ETFCOSTCostco Wholesale$1,782,018$7,484 â–¼-0.4%1,9050.6%Retail/WholesaleMSFTMicrosoft$1,752,353$281,435 â–¼-13.8%4,7010.5%Computer and TechnologyAMZNAmazon.com$1,705,680$119,638 â–²7.5%7,1570.5%Retail/WholesaleGOOGLAlphabet$1,391,551$104,348 â–²8.1%3,8940.4%Computer and TechnologyGOOGAlphabet$1,122,561$106,355 â–²10.5%3,1770.3%Computer and TechnologyBNDVanguard Total Bond Market ETF$1,062,009$400,226 â–¼-27.4%14,4670.3%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$1,024,228$5,393 â–²0.5%22,4120.3%ETFNVDANVIDIA$881,448$129,066 â–²17.2%4,4050.3%Computer and TechnologyVANGUARD MUN BD FDS$782,449$203,754 â–²35.2%10,2110.2%SHORT TAX EXEMPTESGVVanguard ESG U.S. Stock ETF$769,324$8,463 â–²1.1%5,8180.2%ETFVXUSVanguard Total International Stock ETF$667,357$68,822 â–¼-9.3%7,8060.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$639,584$1,058 â–¼-0.2%12,6930.2%ETFBRK.BBerkshire Hathaway$623,486$62,048 â–¼-9.1%1,2460.2%FinanceGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$619,776$248,308 â–¼-28.6%4,3680.2%ETFVOOVanguard S&P 500 ETF$602,182$46,691 â–²8.4%8770.2%ETFCOHEN & STEERS ETF TRUST$573,464$573,464 â–²New Holding20,2070.2%REAL EST ACT ETFVEAVanguard FTSE Developed Markets ETF$535,4790.0%7,5150.2%ETFGLACIER BANCORP INC NEW$526,374$1,341 â–¼-0.3%10,2050.2%COMVTESVanguard Short-Term Tax-Exempt Bond ETF$514,5530.0%5,0790.2%ETFMUMicron Technology$490,573$490,573 â–²New Holding4250.2%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$462,578$30,906 â–¼-6.3%9,1450.1%ETFINTCIntel$426,290$426,290 â–²New Holding3,0530.1%Computer and TechnologyFIDELITY COVINGTON TRUST$396,5650.0%9,8820.1%ENHANCED INTLNULGNuveen ESG Large-Cap Growth ETF$388,1520.0%3,3160.1%ETFHDHome Depot$383,563$22,563 â–²6.3%1,0880.1%Retail/WholesaleXOMExxonMobil$368,615$80,942 â–¼-18.0%2,6960.1%EnergySPYSPDR S&P 500 ETF Trust$352,659$4,483 â–¼-1.3%4720.1%FinanceWESWestern Midstream Partners$350,0800.0%8,0000.1%EnergyORCLOracle$345,8390.0%2,3600.1%Computer and TechnologyVSGXVanguard ESG International Stock ETF$327,271$15,972 â–¼-4.7%3,9750.1%ETFVTIVanguard Total Stock Market ETF$323,0450.0%8730.1%ETFJCPBJPMorgan Core Plus Bond ETF$301,339$301,339 â–²New Holding6,4200.1%ETFSCHBSchwab US Broad Market ETF$297,856$666 â–²0.2%10,2850.1%ETFMPLXMplx$297,760$152,879 â–¼-33.9%5,2860.1%EnergyPALANTIR TECHNOLOGIES INC$285,141$285,141 â–²New Holding2,4440.1%CL ATSLATesla$284,746$9,253 â–²3.4%6770.1%Auto/Tires/TrucksISHARES BITCOIN TRUST ETF$263,690$4,927 â–²1.9%7,9210.1%SHS BEN INTBABoeing$259,475$85,698 â–¼-24.8%1,1990.1%AerospaceIVViShares Core S&P 500 ETF$241,212$749 â–²0.3%3220.1%ETFVBRVanguard Small-Cap Value ETF$238,021$238,021 â–²New Holding9800.1%ETFBOTZGlobal X Robotics & Artificial Intelligence ETF$234,0900.0%6,1700.1%ManufacturingVONGVanguard Russell 1000 Growth ETF$216,127$216,127 â–²New Holding1,6910.1%ETFVBVanguard Small-Cap ETF$211,682$211,682 â–²New Holding6980.1%ETFBKNGBooking$204,533$204,533 â–²New Holding1,1480.1%Retail/WholesaleETEnergy Transfer$191,2000.0%10,0000.1%EnergyVRMEVerifyMe$42,6390.0%69,4450.0%Business ServicesHONHoneywell International$0$337,124 â–¼-100.0%00.0%Multi-Sector ConglomeratesTMUST-Mobile US$0$256,366 â–¼-100.0%00.0%Computer and TechnologyCATCaterpillar$0$218,206 â–¼-100.0%00.0%IndustrialsWALMART INC$0$205,374 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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