Quantum Financial Planning Services, Inc.
Quantum Financial Planning Services, Inc. reported 58 holdings worth US$323M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 15, 2026
Quantum Financial Planning Services, Inc. reported 58 holdings worth US$323M as of Jun 30, 2026. Largest: Eli Lilly And Company, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 15, 2026 (Form 13F).
- Holdings
- 58
- Value as reported
- US$323M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Eli Lilly And Company | 2,187 | US$2.62M | 0.81% |
| Apple Inc | 9,056 | US$2.62M | 0.81% |
| Alphabet Inc (google) Class C | 7,035 | US$2.51M | 0.78% |
| Costco Wholesale Corporation | 1,905 | US$1.78M | 0.55% |
| Microsoft Corp. | 4,701 | US$1.75M | 0.54% |
| Amazon.com, Inc. | 7,157 | US$1.71M | 0.53% |
| Nvidia Corporation | 4,405 | US$881K | 0.27% |
| Berkshire Hathaway Inc. | 1,246 | US$623K | 0.19% |
| Glacier Bancorp, Inc. | 10,205 | US$526K | 0.16% |
| Micron Technology, Inc. | 425 | US$491K | 0.15% |
| Intel Corporation | 3,053 | US$426K | 0.13% |
| Home Depot, Inc. (the) | 1,088 | US$384K | 0.12% |
| Exxon Mobil Corporation | 2,696 | US$369K | 0.11% |
| Western Midstream Partners, Lp | 8,000 | US$350K | 0.11% |
| Oracle Corporation | 2,360 | US$346K | 0.11% |
| Mplx Lp | 5,286 | US$298K | 0.09% |
| Palantir Technologies Inc. | 2,444 | US$285K | 0.09% |
| Tesla, Inc. | 677 | US$285K | 0.09% |
| Boeing Company (the) | 1,199 | US$259K | 0.08% |
| Booking Holdings Inc. Common Stock | 1,148 | US$205K | 0.06% |
| Energy Transfer Lp | 10,000 | US$191K | 0.06% |
| Verifyme, Inc. | 69,445 | US$42,639 | 0.01% |
| Caterpillar, Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| T-mobile Us, Inc. | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |