Quantum Financial Planning Services, Inc.
Quantum Financial Planning Services, Inc. reported 58 positions worth $322.5M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: VUG (22.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VUG | SH | $71.1M | 22.06% | 825,945 | — | — | |
| ▸ 2 | VCSH | SH | $68.5M | 21.22% | 866,220 | — | — | |
| ▸ 3 | SPYM | SH | $51.4M | 15.94% | 584,920 | — | — | |
| ▸ 4 | DFIC | SH | $31.7M | 9.82% | 850,171 | — | — | |
| ▸ 5 | VCRB | SH | $29.9M | 9.29% | 387,776 | — | — | |
| ▸ 6 | CGBL | SH | $16.0M | 4.96% | 421,907 | — | — | |
| ▸ 7 | CGDV | SH | $9.3M | 2.89% | 189,274 | — | — | |
| ▸ 8 | DFAT | SH | $8.4M | 2.61% | 120,431 | — | — | |
| ▸ 9 | AGG | SH | $3.2M | 1.00% | 32,637 | — | — | |
| ▸ 10 | LLY | SH | $2.6M | 0.81% | 2,187 | — | — |
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Frequently Asked Questions
What stocks does Quantum Financial Planning Services, Inc. hold as of Q2 2026?
Quantum Financial Planning Services, Inc. reported 58 positions worth $322.5M in its Q2 2026 13F filing. Largest positions: VUG (22.1%), VCSH (21.2%), SPYM (15.9%), DFIC (9.8%) and VCRB (9.3%).
What did Quantum Financial Planning Services, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Quantum Financial Planning Services, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.