Quantum Financial Planning Services, Inc. Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    spokane, WA
  • CIK
    0002050169
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

46

$212.42 M
VCSH, VUG, KRE, VCRB
13F-HR
Jul 25, 2025
000205016925000004

38

$182.81 M
VCSH, VUG, KRE, BND
13F-HR
May 8, 2025
000205016925000003

34

$180.25 M
VCSH, VUG, KRE, BND
13F-HR
Jan 23, 2025
000205016925000001