StockDriftsStockDriftsTop 50 Quantum Financial Planning Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 20.93% | 852.7K | $76.8M | +3.24%(+26.76K) | $68.17(+30.29%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 19.07% | 906.3K | $70.0M | +4.62%(+40.06K) | $78.81(-1.79%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 15.23% | 622.7K | $55.9M | +6.47%(+37.82K) | $71.60(+26.02%) | 2026-09-30 | |
| VCRB | VANGUARD MALVERN FDS | 10.62% | 529.4K | $39.0M | +36.52%(+141.62K) | $76.89(-3.74%) | 2026-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 9.31% | 908.7K | $34.2M | +6.89%(+58.53K) | $33.01(+13.69%) | 2026-09-30 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 7.72% | 771.1K | $28.3M | +82.77%(+349.23K) | $35.29(+4.43%) | 2026-09-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.22% | 317.2K | $15.5M | +67.59%(+127.92K) | $43.62(+12.39%) | 2026-09-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.37% | 130.7K | $8.7M | +8.50%(+10.23K) | $58.49(+15.68%) | 2026-09-30 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 1.24% | 55.6K | $4.6M | +138.77%(+32.31K) | $79.53(+2.35%) | 2026-09-30 | |
| AAPL | APPLE INC | 0.94% | 10.4K | $3.5M | +14.60%(+1.32K) | $246.82(+38.95%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.10% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.32% |
Quantum Financial Planning Services INC reports $367.07M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are VUG (20.9%), VCSH (19.1%) and SPYM (15.2%). The top 20 holdings account for 96.5% of reported assets. Its disclosed equity book has returned +16.10% cumulatively over 7 quarters. Figures reflect the Q3 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