§ 13F · FUND PROFILE
Quantum Financial Planning Services, Inc..
Institutional filer · behavioral pattern: Systematic / Quant. Summary pending.
AUM · $212.4T (13F)Positions · 46Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VCSH | VANGUARD SCOTTSDALE FDS | 808K | $64.4T | 23.4% | +3% |
| 2 | VUG | VANGUARD INDEX FDS | 125K | $61.2T | 22.2% | +2% |
| 3 | SPYM | SPDR SERIES TRUST | 506K | $40.6T | 14.7% | +5% |
| 4 | VCRB | VANGUARD MALVERN FDS | 360K | $28.0T | 10.2% | +6% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 773K | $26.6T | 9.6% | +39% |
| 6 | CGBL | CAPITAL GROUP CORE BALANCED | 319K | $11.3T | 4.1% | +15% |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 143K | $6.2T | 2.3% | +11% |
| 8 | DFAT | DIMENSIONAL ETF TRUST | 88K | $5.3T | 1.9% | +14% |
| 9 | AGG | ISHARES TR | 34K | $3.4T | 1.2% | NEW |
| 10 | AAPL | APPLE INC | 9K | $2.5T | 0.9% | +19% |
§ 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 $212419.7 trillion in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed