Quantum Financial Planning Services, Inc.
Quantum Financial Planning Services, Inc. reported 54 holdings worth US$367M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Quantum Financial Planning Services, Inc. reported 54 holdings worth US$367M as of Sep 30, 2026. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 54
- Value as reported
- US$367M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 10,378 | US$3.46M | 0.94% |
| Microsoft Corp. | 6,582 | US$3.37M | 0.92% |
| Alphabet Inc (google) Class C | 8,274 | US$2.83M | 0.77% |
| Eli Lilly And Company | 2,237 | US$2.59M | 0.71% |
| Amazon.com, Inc. | 8,373 | US$2.09M | 0.57% |
| Costco Wholesale Corporation | 1,700 | US$1.55M | 0.42% |
| Nvidia Corporation | 4,876 | US$1.11M | 0.30% |
| Berkshire Hathaway Inc. | 1,274 | US$634K | 0.17% |
| Micron Technology, Inc. | 441 | US$470K | 0.13% |
| Glacier Bancorp, Inc. | 10,205 | US$441K | 0.12% |
| Palantir Technologies Inc. | 2,344 | US$438K | 0.12% |
| Intel Corporation | 3,053 | US$367K | 0.10% |
| Western Midstream Partners, Lp | 8,000 | US$355K | 0.10% |
| Oracle Corporation | 2,360 | US$324K | 0.09% |
| Home Depot, Inc. (the) | 1,090 | US$310K | 0.08% |
| Boeing Company (the) | 1,641 | US$305K | 0.08% |
| Mplx Lp | 5,286 | US$298K | 0.08% |
| Energy Transfer Lp | 14,053 | US$278K | 0.08% |
| Tesla, Inc. | 689 | US$244K | 0.07% |
| Blackrock, Inc. | 205 | US$217K | 0.06% |
| Expeditors International Of Washington, Inc. | 1,157 | US$214K | 0.06% |
| Booking Holdings Inc. Common Stock | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Verifyme, Inc. | 0 | US$0 | 0.00% |