Quantum Financial Planning Services, Inc.
All 13F Filings
- Location
- Spokane, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 322,550
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 58 | 322,550 | 13F-HR | Quantum Financial Planning Services, Inc. |
| Q1 2026 | 4/14/2026 | 53 | 278,394 | 13F-HR | Quantum Financial Planning Services, Inc. |
| Q4 2025 | 1/15/2026 | 54 | 275,886 | 13F-HR | Quantum Financial Planning Services, Inc. |
| Q3 2025 | 10/14/2025 | 49 | 247,265 | 13F-HR | Quantum Financial Planning Services, Inc. |
| Q2 2025 | 7/25/2025 | 46 | 212,420 | 13F-HR | Quantum Financial Planning Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 44.7 K | 13.9% | 9.952 K | 0 | 9.952 K |
| ETFs | 277.8 K | 86.1% | 34.2 K | 0 | 34.2 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
322,550
Holdings
58
QoQ value change ($000)
44,156
(15.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.