Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Quantum Financial Planning Services, Inc. (CIK 2050169) reported $278.4M across 53 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VCSH ($67.8M, 24.35%), VUG ($57.6M, 20.68%), SPLG ($41.3M, 14.83%), VCRB ($28.6M, 10.26%), DFIC ($28.3M, 10.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCSH | VANGUARD SCOTTSDALE FDS | $67.8M | 24.35% | 855,072 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $57.6M | 20.68% | 131,790 | Added |
| 3 | SPLG | SPDR SERIES TRUST | $41.3M | 14.83% | 539,444 | Added |
| 4 | VCRB | VANGUARD MALVERN FDS | $28.6M | 10.26% | 369,041 | Added |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $28.3M | 10.16% | 795,841 | Added |
| 6 | CGBL | CAPITAL GROUP CORE BALANCED | $10.8M | 3.87% | 312,795 | Trimmed |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $6.5M | 2.34% | 153,188 | Added |
| 8 | DFAT | DIMENSIONAL ETF TRUST | $6.3M | 2.25% | 100,283 | Added |
| 9 | AGG | ISHARES TR | $3.2M | 1.16% | 32,456 | Trimmed |
| 10 | AAPL | APPLE INC | $2.3M | 0.83% | 9,066 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $2.0M | 0.72% | 5,456 | Added |
| 12 | LLY | ELI LILLY & CO | $2.0M | 0.72% | 2,183 | Hold |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $1.9M | 0.68% | 1,913 | Trimmed |
| 14 | BND | VANGUARD BD INDEX FDS | $1.5M | 0.53% | 19,919 | Added |
| 15 | AMZN | AMAZON COM INC | $1.4M | 0.50% | 6,655 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $1.0M | 0.37% | 3,602 | Added |
| 17 | GSIE | GOLDMAN SACHS ETF TR | $961,540 | 0.35% | 22,294 | Added |
| 18 | JIRE | J P MORGAN EXCHANGE TRADED F | $904,293 | 0.32% | 11,939 | Added |
| 19 | GOOG | ALPHABET INC | $824,980 | 0.30% | 2,876 | Added |
| 20 | GSLC | GOLDMAN SACHS ETF TR | $765,545 | 0.27% | 6,118 | Added |
| 21 | VXUS | VANGUARD STAR FDS | $664,022 | 0.24% | 8,611 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $655,749 | 0.24% | 3,760 | Added |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $656,504 | 0.24% | 1,370 | Added |
| 24 | ESGV | VANGUARD WORLD FD | $646,046 | 0.23% | 5,754 | Added |
| 25 | VSDM | VANGUARD MUN BD FDS | $576,108 | 0.21% | 7,552 | Added |
Source: SEC Form 13F filings · as of 2026-03-31