§ 13F · FUND PROFILE
Quantum Financial Planning Services, Inc..
Institutional filer · behavioral pattern: Systematic / Quant. Summary pending.
AUM · $247M (13F)Positions · 49Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$881K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VCSH | VANGUARD SCOTTSDALE FDS | 855K | $68M | 24.3% | +6% |
| 2 | VUG | VANGUARD INDEX FDS | 132K | $58M | 20.7% | +5% |
| 3 | SPYM | SPDR SERIES TRUST | 539K | $41M | 14.8% | +7% |
| 4 | VCRB | VANGUARD MALVERN FDS | 369K | $29M | 10.3% | +3% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 796K | $28M | 10.2% | +3% |
| 6 | CGBL | CAPITAL GROUP CORE BALANCED | 313K | $11M | 3.9% | −2% |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 153K | $7M | 2.3% | +7% |
| 8 | DFAT | DIMENSIONAL ETF TRUST | 100K | $6M | 2.2% | +14% |
| 9 | AGG | ISHARES TR | 32K | $3M | 1.2% | −5% |
| 10 | AAPL | APPLE INC | 9K | $2M | 0.8% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE QUANTUM SIGNAL
AC read
Quantum Financial Planning Services, Inc. is a Systematic / Quant fund managing $247 million in assets. The fund runs a portfolio of 49 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed