13F Filings History of Quantum Financial Planning Services, Inc.

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$275,885,752
Signature - Title
C. Eric Christiansen - CCO
Location
Spokane, WA
Summary
This page shows a list of all the recent 13F filings made by Quantum Financial Planning Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Quantum Financial Planning Services, Inc. reported 54 stock holdings with total value $275,885,752 as of Q4 2025. Top holdings included VCSH, VUG, SPYM, VCRB, and DFIC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 54 $275,885,752 +$28,322,458 -$2,909,024 +$25,413,434 VCSH, VUG, SPYM, VCRB, DFIC 13F-HR 14 Jan 2026, 18:46
Q3 2025 49 $247,264,742 +$29,170,605 -$4,828,183 +$24,342,422 VCSH, VUG, SPLG, VCRB, DFIC 13F-HR 14 Oct 2025, 12:17
Q2 2025 46 $212,419,727 +$41,338,299 -$25,231,103 +$16,107,196 VCSH, VUG, SPLG, VCRB, CGBL 13F-HR 25 Jul 2025, 11:52
Q1 2025 38 $182,808,336 +$8,917,899 -$680,658 +$8,237,241 VCSH, VUG, SPLG, BND, VCRB 13F-HR 08 May 2025, 18:51
Q4 2024 34 $179,962,143 $0 $0 $0 VCSH, VUG, SPLG, BND, VCRB 13F-HR 23 Jan 2025, 15:08