Quantum Financial Planning Services, Inc. - Portfolio overview

Quantum Financial Planning Services, Inc. has 62 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VCSH - VANGUARD SCOTTSDALE FDS, 21.27%
2. VUG - VANGUARD INDEX FDS, 18.07%
3. SPYM - SPDR SERIES TRUST, 12.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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