StockDriftsStockDriftsTop 50 Quantum Financial Planning Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 22.06% | 825.9K | $71.1M | +4.45%(+35.20K) | $67.52(+31.90%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 21.22% | 866.2K | $68.5M | +1.30%(+11.15K) | $78.85(-0.38%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 15.94% | 584.9K | $51.4M | +8.43%(+45.48K) | $70.48(+29.16%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 9.82% | 850.2K | $31.7M | +6.83%(+54.33K) | $32.71(+19.90%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 9.29% | 387.8K | $29.9M | +5.08%(+18.73K) | $77.43(-1.87%) | 2026-06-30 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 4.97% | 421.9K | $16.0M | +34.88%(+109.11K) | $33.58(+14.34%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.89% | 189.3K | $9.3M | +23.56%(+36.09K) | $39.95(+28.44%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.61% | 120.4K | $8.4M | +20.09%(+20.15K) | $57.67(+25.17%) | 2026-06-30 | |
| AGG | ISHARES TR | 1% | 32.6K | $3.2M | +0.56%(+181) | $100.05(-2.63%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 0.81% | 2.2K | $2.6M | +0.18%(+4) | $919.07(+33.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.52% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.95% |
Quantum Financial Planning Services, Inc. reports $322.55M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are VUG (22.1%), VCSH (21.2%) and SPYM (15.9%). The top 20 holdings account for 95.34% of reported assets. Its disclosed equity book has returned +15.52% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Quantum Financial Planning Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2050169). View Quantum Financial Planning Services, Inc.’s 13F filings on SEC