Quantum Financial Planning Services, Inc. Portfolio Holdings

Quantum Financial Planning Services, Inc.

  • $276 Billion
  • Q4 2025

Quantum Financial Planning Services, Inc. has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $276 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Term Corp Bd ETF with a value of $64.4B, Vanguard Growth ETF with a value of $61.2B, Spdr Portfolio S&P 500 ETF (Ma with a value of $40.6B, Vanguard Malvern Fds with a value of $28B, and Dimensional ETF Tr Dimensional with a value of $26.6B.

Examining the 13F form we can see an increase of $28.6B in the current position value, from $247B to 276B.

Quantum Financial Planning Services, Inc. is based out at Spokane, WA

Below you can find more details about Quantum Financial Planning Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $276 Billion
ETFs: $217 Billion
Technology: $6.14 Billion
Consumer Cyclical: $2.49 Billion
Healthcare: $2.35 Billion
Communication Services: $2.34 Billion
Consumer Defensive: $1.73 Billion
Energy: $1.34 Billion
Financial Services: $682 Million
Other: $679 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$64.4 Billion 23.35% of portfolio
808,104
Q4 2025 Added 3.04%
$0
$61.2 Billion 22.17% of portfolio
125,393
Q4 2025 Added 2.28%
$0
$40.6 Billion 14.7% of portfolio
505,571
Q4 2025 Added 5.11%
$0
$26.6 Billion 9.65% of portfolio
772,528
Q4 2025 Added 39.33%
$0
$6.24 Billion 2.26% of portfolio
143,049
Q4 2025 Added 11.47%
$0
$5.25 Billion 1.9% of portfolio
88,235
Q4 2025 Added 13.55%
$0
$3.4 Billion 1.23% of portfolio
34,024
Q4 2025 New
$0
$1.47 Billion 0.53% of portfolio
19,818
Q4 2025 Reduced 27.36%
$0
$808 Million 0.29% of portfolio
18,810
Q4 2025 New
$0
$724 Million 0.26% of portfolio
9,672
Q4 2025 Added 77.53%
$0
$674 Million 0.24% of portfolio
5,574
Q4 2025 Added 0.25%
$0
$644 Million 0.23% of portfolio
8,542
Q3 2025 Reduced 0.18%
$0
$565 Million 0.2% of portfolio
12,714
Q4 2025 Added 52.79%
$0
$506 Million 0.18% of portfolio
808
Q4 2025 Reduced 0.62%
$0
$467 Million 0.17% of portfolio
3,531
Q4 2025 New
$0
$469 Million 0.17% of portfolio
7,515
Q4 2025 Added 97.87%
$0
$329 Million 0.12% of portfolio
3,369
Q4 2025 Added 0.03%
$0
$292 Million 0.11% of portfolio
4,076
Q4 2025 Added 1.19%
$0
$302 Million 0.11% of portfolio
443
Q4 2025 Reduced 1.77%
$0
$270 Million 0.1% of portfolio
804
Q4 2025 New
$0
$268 Million 0.1% of portfolio
10,229
Q4 2025 Added 0.31%
$0
$212 Million 0.08% of portfolio
1,112
Q4 2025 Reduced 15.24%
$0
$230 Million 0.08% of portfolio
336
Q4 2025 Added 0.3%
$0
$224 Million 0.08% of portfolio
6,170
Q4 2025 New
$0
$206 Million 0.07% of portfolio
1,691
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $276 Billion
  • Prior Value $247 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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