Institutional Fund
Quantum Financial Planning Services, Inc.
Spokane, WACIK 20501695 filings on record
Portfolio Value
$278.39M
Q1 2026
Holdings
53
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+0.9%
from $275.89M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds24.3%
- Vanguard Index Fds20.7%
- Spdr Series Trust14.8%
- Vanguard Malvern Fds10.3%
- Dimensional ETF Trust10.2%
- Capital Group Core Balanced3.9%
- Other15.9%
Portfolio Holdings
53 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 855.1K | $67.78M | 24.3% | +47.0K | Added |
| 2 | Vanguard Index Fds | 131.8K | $57.56M | 20.7% | +6.4K | Added |
| 3 | Spdr Series Trust | 539.4K | $41.29M | 14.8% | +33.9K | Added |
| 4 | Vanguard Malvern Fds | 369.0K | $28.56M | 10.3% | +9.5K | Added |
| 5 | Dimensional ETF Trust | 795.8K | $28.28M | 10.2% | +23.3K | Added |
| 6 | Capital Group Core Balanced | 312.8K | $10.76M | 3.9% | −6.3K | Reduced |
| 7 | Capital Group Dividend Value | 153.2K | $6.52M | 2.3% | +10.1K | Added |
| 8 | Dimensional ETF Trust | 100.3K | $6.26M | 2.2% | +12.0K | Added |
| 9 | Ishares Tr | 32.5K | $3.22M | 1.2% | −1.6K | Reduced |
| 10 | Apple Inc | 9.1K | $2.30M | 0.8% | −234 | Reduced |
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