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Quantum Financial Planning Services, Inc.

Q2 2026 13F Holdings

  • Location
    spokane, WA
  • Num holdings

    58

  • Value ($000)

    $322,550

  • Date Filed
    07/15/2026
  • Form type
    13F-HR
  • CIK
    0002050169
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$71.15M
22 %

825,945

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$68.46M
21 %

866,220

K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$51.4M
16 %

584,920

D
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
25434V799
$31.68M
10 %

850,171

V
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$29.95M
9 %

387,776

C
CGBL

CAPITAL GROUP CORE BALANCED

SHS
14021D107
$16.02M
5 %

421,907

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREAT UNIT
14020W106
$9.33M
3 %

189,274

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$8.42M
3 %

120,431

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$3.23M
1 %

32,637

L
LLY

ELI LILLY & CO

COM
532457108
$2.62M
1 %

2,187

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