Quantum Financial Planning Services, Inc. Portfolio Holdings

Quantum Financial Planning Services, Inc.

  • $183 Billion
  • Q1 2025

Quantum Financial Planning Services, Inc. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $183 Billion distributed in 38 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 $58.9B, Vanguard Growth ETF with a value of $45.8B, Spdr Portfolio S&P 500 ETF (Ma with a value of $29.2B, Vanguard Bd Index Fd Inc Total with a value of $23.7B, and Vanguard Malvern Fds with a value of $5.72B.

Examining the 13F form we can see an increase of $2.56B in the current position value, from $180B to 183B.

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 $183 Billion
ETFs: $165 Billion
Technology: $4.28 Billion
Consumer Defensive: $2.27 Billion
Consumer Cyclical: $1.85 Billion
Communication Services: $1.18 Billion
Financial Services: $704 Million
Industrials: $587 Million
Energy: $557 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$120 Million 0.07% of portfolio
12,091
Q1 2025 New
$0
$114 Million 0.06% of portfolio
30,888
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $183 Billion
  • Prior Value $180 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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