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Manager record

Quantum Financial Planning Services, Inc.

Spokane, WA · CIK 2050169 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$367.07MReported 13F valueQ3 2026 · as filed
54Holdings listed
+13.8%vs prior quartervalue change includes market moves
6Quarters on record
Oct 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $212.4M$212.4MQ2 202546 holdingsQ3 2025: $247.3M$247.3MQ3 202549 holdingsQ4 2025: $275.9M$275.9MQ4 202554 holdingsQ1 2026: $278.4M$278.4MQ1 202653 holdingsQ2 2026: $322.5M$322.5MQ2 202658 holdingsQ3 2026: $367.1M$367.1MQ3 202654 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 14 2026 13F-HR · period Q3 2026

$367.07M · 54 holdings listed · View original SEC filing ↗
Jul 15 2026 13F-HR · period Q2 2026

$322.55M · 58 holdings listed · View original SEC filing ↗
Apr 14 2026 13F-HR · period Q1 2026

$278.39M · 53 holdings listed · View original SEC filing ↗
Jan 15 2026 13F-HR · period Q4 2025

$275.89M · 54 holdings listed · View original SEC filing ↗
Oct 14 2025 13F-HR · period Q3 2025

$247.26M · 49 holdings listed · View original SEC filing ↗
Jul 25 2025 13F-HR · period Q2 2025

$212.42M · 46 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 14, 2026 · Change methodology