Viewing historical filing for 2026Q2. View latest →
DOSSIER · 13F-HR · Q2 2026

Quantum Financial Planning Services, Inc.

$323M in tracked AUM across 58 positions as of Q2 2026.

QF
CIK 0002050169 · last filed Jun 30, 2026
Total AUM
$323M
as of Q2 2026
Holdings
58
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…