Portfolio (Quarterly) Guide ↗

Quantum Financial Planning Services, Inc.

· CIK 0002050169

13F Portfolio $278M AUM 53 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 22 Added 10 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BKNG	BOOKING HOLDINGS INC	Consumer Cyclical	46	$245K	0.09%	SOLD
2	BLK	BLACKROCK INC	Financial Services	201	$216K	0.08%	SOLD
3	VTV	VANGUARD INDEX FDS	—	1,112	$212K	0.08%	SOLD
4	VONG	VANGUARD SCOTTSDALE FDS	—	1,691	$206K	0.07%	SOLD

Sector Allocation

Technology 31.2%

Communication Services 12.4%

Consumer Defensive 12.4%

Healthcare 11.8%

Consumer Cyclical 11.5%

Energy 9.0%

Financial Services 6.3%

Industrials 5.4%