Holdings
Quantum Financial Planning Services, Inc.
As of Sep 30, 2026, Quantum Financial Planning Services, Inc. reported 21 positions worth US$21.9M. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 10,378 | US$3.46M | +1,322 | Sep 30, 2026 |
| Microsoft Corp. | 6,582 | US$3.37M | +1,881 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 8,274 | US$2.83M | +1,239 | Sep 30, 2026 |
| Eli Lilly And Company | 2,237 | US$2.59M | +50 | Sep 30, 2026 |
| Amazon.com, Inc. | 8,373 | US$2.09M | +1,216 | Sep 30, 2026 |
| Costco Wholesale Corporation | 1,700 | US$1.55M | −205 | Sep 30, 2026 |
| Nvidia Corporation | 4,876 | US$1.11M | +471 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 1,274 | US$634K | +28 | Sep 30, 2026 |
| Micron Technology, Inc. | 441 | US$470K | +16 | Sep 30, 2026 |
| Glacier Bancorp, Inc. | 10,205 | US$441K | no change | Sep 30, 2026 |