Quantum Financial Planning Services, Inc.

13F Filings History

Latest 13F report: Q3 2025 - Oct 14, 2025
Value $: $247M
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 49 stock holdings with total value $247M as of Q3 2025. Top holdings included VCSH, VUG, SPLG, VCRB, and DFIC.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2025	49	$247M	+$29.2M	-$4.83M	+$24.3M	VCSH, VUG, SPLG, VCRB, DFIC	13F-HR	10/14/2025, 12:17 PM
Q2 2025	46	$212M	+$41.3M	-$25.2M	+$16.1M	VCSH, VUG, SPLG, VCRB, CGBL	13F-HR	7/25/2025, 11:52 AM
Q1 2025	38	$183M	+$8.92M	-$681K	+$8.24M	VCSH, VUG, SPLG, BND, VCRB	13F-HR	5/8/2025, 06:51 PM
Q4 2024	34	$180M	$0	$0		VCSH, VUG, SPLG, BND, VCRB	13F-HR	1/23/2025, 03:08 PM