Quantum Financial Planning Services, Inc. Portfolio Holdings

Quantum Financial Planning Services, Inc.

  • $212 Billion
  • Q2 2025

Quantum Financial Planning Services, Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $212 Billion distributed in 46 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 $58.4B, Vanguard Growth ETF with a value of $56.4B, Spdr Portfolio S&P 500 ETF (Ma with a value of $33.8B, Vanguard Malvern Fds with a value of $26.6B, and Capital Group Core Balanced with a value of $7.95B.

Examining the 13F form we can see an increase of $29.6B in the current position value, from $183B to 212B.

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 $212 Billion
ETFs: $164 Billion
Technology: $4.14 Billion
Energy: $2.32 Billion
Consumer Defensive: $2.13 Billion
Consumer Cyclical: $1.79 Billion
Communication Services: $1.5 Billion
Industrials: $683 Million
Financial Services: $429 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$439B
$2.13 Billion 1.0% of portfolio
2,152
Q2 2025 Reduced 10.45%
$3.95T
$1.57 Billion 0.74% of portfolio
3,165
Q2 2025 Reduced 18.76%
$3.69T
$1.41 Billion 0.66% of portfolio
6,863
Q2 2025 Reduced 15.12%
$2.26T
$1.12 Billion 0.53% of portfolio
5,122
Q2 2025 Reduced 21.36%
$684B
$573 Million 0.27% of portfolio
2,623
Q1 2025 Added 3.68%
$1.21T
$526 Million 0.25% of portfolio
2,983
Q2 2025 Added 0.27%
$33.1B
$506 Million 0.24% of portfolio
6,200
Q2 2025 New
$621B
$429 Million 0.2% of portfolio
884
Q2 2025 Added 0.11%
$442B
$419 Million 0.2% of portfolio
3,887
Q2 2025 Reduced 17.02%
$50.2B
$412 Million 0.19% of portfolio
8,000
Q2 2025 New
$405B
$401 Million 0.19% of portfolio
1,093
Q2 2025 Added 0.09%
$1.24T
$390 Million 0.18% of portfolio
2,198
Q2 2025 Added 0.14%
$314B
$359 Million 0.17% of portfolio
1,525
Q2 2025 Added 7.62%
$139B
$359 Million 0.17% of portfolio
1,714
Q1 2025 Reduced 0.7%
$146B
$324 Million 0.15% of portfolio
1,392
Q4 2024 New
$68.2B
$310 Million 0.15% of portfolio
10,000
Q2 2025 New
$79.5B
$304 Million 0.14% of portfolio
1,765
Q1 2025 Added 10.04%
$172B
$283 Million 0.13% of portfolio
275
Q2 2025 Reduced 17.91%
$217B
$264 Million 0.12% of portfolio
46
Q2 2025 Added 2.22%
$1.78T
$230 Million 0.11% of portfolio
311
Q2 2025 New
$12.3B
$183 Million 0.09% of portfolio
10,000
Q2 2025 New
$53.7B
$181 Million 0.09% of portfolio
10,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $212 Billion
  • Prior Value $183 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
Track This Portfolio

Track Quantum Financial Planning Services, Inc. Portfolio

Follow Quantum Financial Planning Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Quantum Financial Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Quantum Financial Planning Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email