CIK 2050169
Quantum Financial Planning Services, Inc.
Institutional 13F holdings & portfolio
Holdings
54
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 54
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | 808K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 125K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 506K | $1M+ | SH |
| VCRB | VANGUARD MALVERN FDS | 360K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 773K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 319K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 143K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 88K | $1M+ | SH |
| AGG | ISHARES TR | 34K | $1M+ | SH |
| AAPL | APPLE INC | 9K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| AMZN | AMAZON COM INC | 7K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 20K | $1M+ | SH |
| GOOGL | ALPHABET INC | 4K | $1M+ | SH |
| GOOG | ALPHABET INC | 3K | $500K+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 19K | $500K+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 10K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| ESGV | VANGUARD WORLD FD | 6K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 3K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 9K | $500K+ | SH |
| VSDM | VANGUARD MUN BD FDS | 8K | $500K+ | SH |
| SPDW | SPDR INDEX SHS FDS | 13K | $500K+ | SH |
| VTES | VANGUARD WELLINGTON FD | 5K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 808 | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 10K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 8K | $100K–$500K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 4K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 4K | $100K–$500K | SH |
| MPLX | MPLX LP | 8K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 8K | $100K–$500K | SH |
| FENI | FIDELITY COVINGTON TRUST | 10K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| NULG | NUSHARES ETF TR | 3K | $100K–$500K | SH |
| WES | WESTERN MIDSTREAM PARTNERS L | 8K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 2K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 443 | $100K–$500K | SH |
| VSGX | VANGUARD WORLD FD | 4K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| TSLA | TESLA INC | 601 | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 804 | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 46 | $100K–$500K | SH |
| IVV | ISHARES TR | 336 | $100K–$500K | SH |
| BOTZ | GLOBAL X FDS | 6K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 201 | $100K–$500K | SH |