Quantum Financial Planning Services
Quantum Financial Planning Services reported 54 stocks worth $367M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VUG (20.9%), VCSH (19.1%) and SPYM (15.2%). Compared with Q2 2026, the fund opened new positions in XOM, BLK and EXPD, added to VUG, VCSH and SPYM, trimmed COST, SPDW and VXUS and sold out of AGG, GSIE and GSLC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $76.8M | 20.9% | 853K | +27K (+3%) | 8 of 8 | |
| 2 |  VCSH Vanguard Scottsdale Fds | $70M | 19.1% | 906K | +40K (+5%) | 8 of 8 | |
| 3 |  SPYM Spdr Series Trust | $55.9M | 15.2% | 623K | +38K (+6%) | 8 of 8 | |
| 4 |  VCRB Vanguard Malvern Fds | $39M | 10.6% | 529K | +142K (+37%) | 8 of 8 | |
| 5 |  DFIC Dimensional Intern Core | $34.2M | 9.3% | 909K | +59K (+7%) | 5 of 8 | |
| 6 |  CGBL Capital Group Core | $28.3M | 7.7% | 771K | +349K (+83%) | 8 of 8 | |
| 7 |  CGDV Capital Group Dividend | $15.5M | 4.2% | 317K | +128K (+68%) | 6 of 8 | |
| 8 | DIMENSIONAL U S TARGETED | $8.7M | 2.4% | 131K | +10K (+8%) | 8 of 8 | |
| 9 |  JIRE J P Morgan Exchange Traded F | $4.6M | 1.2% | 56K | +32K (+139%) | 5 of 8 | |
| 10 |  AAPL Apple Inc | $3.5M | 0.9% | 10K | +1,322 (+15%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AGG Ishares TR | $3.2M | 33K |
 GSIE Goldman Sachs ETF TR | $1M | 22K |
 GSLC Goldman Sachs | $620K | 4,368 |
 XOM Exxon Mobil Corp | $369K | 2,696 |
 VB Vanguard Index Fds | $212K | 698 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Quantum Financial Planning Services 13F FAQ
What does Quantum Financial Planning Services own?
Quantum Financial Planning Services reported 54 stocks worth $367M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VUG (20.9%), VCSH (19.1%) and SPYM (15.2%). The table above lists every position in the filing (the top 10 without an account).
What did Quantum Financial Planning Services buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 29 added to, 10 trimmed and 7 sold out. New positions include XOM, BLK and EXPD. It sold all of AGG, GSIE and GSLC.
When will Quantum Financial Planning Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Quantum Financial Planning Services's portfolio worth?
The Q3 2026 filing reports $367M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.