Quantum Financial Planning Services, Inc.
Annual return '25
+46.6%
SPY '25
+17.7%
Alpha
+28.9ptsvs SPY
Invested
$278.4M
Holdings
53
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VCSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
24.3%
02
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
20.7%
03
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
14.8%
04
$VCRB
VANGUARD MALVERN FDS
Held since at least Q1 2024
10.3%
05
$DFIC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
10.2%
06
$CGBL
CAPITAL GROUP CORE BALANCED
Held since at least Q1 2024
3.9%
07
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Held since at least Q1 2024
2.3%
08
$DFAT
DIMENSIONAL ETF TRUST
Q1 2026: New position (6.9k shares)
2.2%
09
$AGG
ISHARES TR
Held since at least Q1 2024
1.2%
10
$AAPL
APPLE INC
Held since at least Q1 2024
0.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 01:11 UTC.