Quantum Financial Planning Services, Inc. Top Holdings and 13F Report (2026) About Quantum Financial Planning Services, Inc.Investment ActivityQuantum Financial Planning Services, Inc. has $278.39 million in total holdings as of March 31, 2026.Quantum Financial Planning Services, Inc. owns shares of 53 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 4.91% of the portfolio was purchased this quarter.About 0.58% of the portfolio was sold this quarter.This quarter, Quantum Financial Planning Services, Inc. has purchased 54 new stocks and bought additional shares in 29 stocks.Quantum Financial Planning Services, Inc. sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Short-Term Corporate Bond ETF $67,781,533Vanguard Growth ETF $57,564,628SPDR Portfolio S&P 500 ETF $41,289,024VANGUARD MALVERN FDS $28,556,415Dimensional International Core Equity 2 ETF $28,276,240 Largest New Holdings this Quarter 37637Q105 - GLACIER BANCORP INC NEW $457,019 Holding149123101 - Caterpillar $218,206 Holding931142103 - WALMART INC $205,374 Holding Largest Purchases this Quarter Vanguard Short-Term Corporate Bond ETF 46,968 shares (about $3.72M)Vanguard Growth ETF 6,397 shares (about $2.79M)SPDR Portfolio S&P 500 ETF 33,873 shares (about $2.59M)Dimensional International Core Equity 2 ETF 23,313 shares (about $828.31K)Dimensional U.S. Targeted Value ETF 12,048 shares (about $752.40K) Largest Sales this Quarter CAPITAL GROUP CORE BALANCED 6,312 shares (about $217.20K)iShares Core U.S. Aggregate Bond ETF 1,568 shares (about $155.66K)Costco Wholesale 90 shares (about $89.67K)Amazon.com 387 shares (about $80.50K)T-Mobile US 317 shares (about $67.84K) 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$67,781,533$3,723,152 â–²5.8%855,07224.3%ETFVUGVanguard Growth ETF$57,564,628$2,794,149 â–²5.1%131,79020.7%ETFSPLGSPDR Portfolio S&P 500 ETF$41,289,024$2,592,638 â–²6.7%539,44414.8%ETFVANGUARD MALVERN FDS$28,556,415$737,664 â–²2.7%369,04110.3%CORE BD ETFDFICDimensional International Core Equity 2 ETF$28,276,240$828,311 â–²3.0%795,84110.2%ETFCAPITAL GROUP CORE BALANCED$10,763,293$217,196 â–¼-2.0%312,7953.9%SHSCGDVCapital Group Dividend Value ETF$6,516,608$431,312 â–²7.1%153,1882.3%ETFDFATDimensional U.S. Targeted Value ETF$6,262,666$752,397 â–²13.7%100,2832.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,221,907$155,655 â–¼-4.6%32,4561.2%FinanceAAPLApple$2,300,958$59,389 â–¼-2.5%9,0660.8%Computer and TechnologyMSFTMicrosoft$2,016,622$118,277 â–²6.2%5,4560.7%Computer and TechnologyLLYEli Lilly and Company$2,007,8470.0%2,1830.7%MedicalCOSTCostco Wholesale$1,905,965$89,669 â–¼-4.5%1,9130.7%Retail/WholesaleBNDVanguard Total Bond Market ETF$1,466,867$7,438 â–²0.5%19,9190.5%ETFAMZNAmazon.com$1,384,392$80,505 â–¼-5.5%6,6550.5%Retail/WholesaleGOOGLAlphabet$1,035,736$575 â–²0.1%3,6020.4%Computer and TechnologyGSIEGoldman Sachs ActiveBeta International Equity ETF$961,540$150,265 â–²18.5%22,2940.3%ETFJIREJPMorgan International Research Enhanced Equity ETF$904,293$171,709 â–²23.4%11,9390.3%ETFGOOGAlphabet$824,980$287 â–²0.0%2,8760.3%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$765,545$323,711 â–²73.3%6,1180.3%ETFVXUSVanguard Total International Stock ETF$664,022$5,321 â–²0.8%8,6110.2%ETFBRK.BBerkshire Hathaway$656,504$6,709 â–²1.0%1,3700.2%FinanceNVDANVIDIA$655,749$48,832 â–²8.0%3,7600.2%Computer and TechnologyESGVVanguard ESG U.S. Stock ETF$646,046$20,210 â–²3.2%5,7540.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$580,4120.0%12,7140.2%ETFVANGUARD MUN BD FDS$576,108$1,526 â–²0.3%7,5520.2%SHORT TAX EXEMPTXOMExxonMobil$557,909$48,359 â–¼-8.0%3,2880.2%EnergyVTESVanguard Short-Term Tax-Exempt Bond ETF$513,6900.0%5,0790.2%ETFVTEBVanguard Tax-Exempt Bond ETF$486,734$9,828 â–²2.1%9,7560.2%ETFVOOVanguard S&P 500 ETF$483,546$598 â–²0.1%8090.2%ETFVEAVanguard FTSE Developed Markets ETF$481,5930.0%7,5150.2%ETFGLACIER BANCORP INC NEW$457,019$457,019 â–²New Holding10,2310.2%COMMPLXMplx$456,5600.0%8,0000.2%EnergyFIDELITY COVINGTON TRUST$367,6100.0%9,8820.1%ENHANCED INTLORCLOracle$347,161$13,533 â–¼-3.8%2,3600.1%Computer and TechnologyHONHoneywell International$337,124$226 â–²0.1%1,4920.1%Multi-Sector ConglomeratesHDHome Depot$336,858$1,974 â–²0.6%1,0240.1%Retail/WholesaleWESWestern Midstream Partners$329,3600.0%8,0000.1%EnergyBABoeing$317,4960.0%1,5950.1%AerospaceSPYSPDR S&P 500 ETF Trust$310,845$22,761 â–²7.9%4780.1%FinanceNULGNuveen ESG Large-Cap Growth ETF$301,542$4,820 â–¼-1.6%3,3160.1%ETFVSGXVanguard ESG International Stock ETF$299,044$6,671 â–²2.3%4,1690.1%ETFISHARES BITCOIN TRUST ETF$298,639$922 â–²0.3%7,7730.1%SHS BEN INTVTIVanguard Total Stock Market ETF$280,067$22,136 â–²8.6%8730.1%ETFSCHBSchwab US Broad Market ETF$257,579$828 â–²0.3%10,2620.1%ETFTMUST-Mobile US$256,366$67,836 â–¼-20.9%1,1980.1%Computer and TechnologyTSLATesla$243,496$20,074 â–²9.0%6550.1%Auto/Tires/TrucksCATCaterpillar$218,206$218,206 â–²New Holding3080.1%IndustrialsIVViShares Core S&P 500 ETF$209,993$9,813 â–¼-4.5%3210.1%ETFWALMART INC$205,374$205,374 â–²New Holding1,6530.1%COMBOTZGlobal X Robotics & Artificial Intelligence ETF$204,9670.0%6,1700.1%ManufacturingETEnergy Transfer$193,0000.0%10,0000.1%EnergyVRMEVerifyMe$56,2500.0%69,4450.0%Business ServicesBKNGBooking$0$244,824 â–¼-100.0%00.0%Retail/WholesaleBLACKROCK INC$0$215,620 â–¼-100.0%00.0%COMVTVVanguard Value ETF$0$212,369 â–¼-100.0%00.0%ETFVONGVanguard Russell 1000 Growth ETF$0$205,879 â–¼-100.0%00.0%ETFShowing 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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