Quantum Financial Planning Services, Inc. Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationspokane, WA
- CIK0002050169
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
49 | $247.26 M | VCSH, VUG, KRE, VCRB | 13F-HR | Oct 14, 2025 | 000205016925000006 | ||
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 |