Quantum Financial Planning Services, Inc.: 13F holdings
CIK 20501692026Q2
| Positions | 58 |
|---|---|
| Reported value | $322.5m |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VUG VANGUARD INDEX FDS | 825,945 | $71.1m | 22.1% |
| VCSH VANGUARD SCOTTSDALE FDS | 866,220 | $68.5m | 21.2% |
| SPYM SPDR SERIES TRUST | 584,920 | $51.4m | 15.9% |
| DFIC DIMENSIONAL ETF TRUST | 850,171 | $31.7m | 9.8% |
| VANGUARD MALVERN FDS | 387,776 | $29.9m | 9.3% |
| CAPITAL GROUP CORE BALANCED | 421,907 | $16.0m | 5.0% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 189,274 | $9.3m | 2.9% |
| DIMENSIONAL ETF TRUST | 120,431 | $8.4m | 2.6% |
| AGG ISHARES TR | 32,637 | $3.2m | 1.0% |
| LLY ELI LILLY & CO | 2,187 | $2.6m | 0.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2050169")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.