Quantum Financial Planning Services, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q3 2025
  • Location
    spokane, WA
  • CIK
    0002050169
  • All SEC filings
Q3 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

49

$247.26M
VCSH, VUG, KRE, VCRB
13F-HR
Oct 14, 2025
000205016925000006

46

$212.42M
VCSH, VUG, KRE, VCRB
13F-HR
Jul 25, 2025
000205016925000004

38

$182.81M
VCSH, VUG, KRE, BND
13F-HR
May 8, 2025
000205016925000003

34

$180.25M
VCSH, VUG, KRE, BND
13F-HR
Jan 23, 2025
000205016925000001
Quantum Financial Planning Services, Inc. 13F Filings