Quantum Financial Planning Services, Inc.
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Why follow Quantum Financial Planning Services, Inc. right now?
Quantum Financial Planning Services reported $278M across 53 positions in its Q1 2026 13F-HR. The portfolio carries a pronounced fixed-income orientation: VCSH (24.3%), SPYM (14.8%), and VCRB (10.3%) collectively account for roughly half of disclosed assets, with iShares AGG adding further bond exposure. VUG (20.7%) and DFIC (10.2%) represent the primary equity allocations. Notable share increases quarter-over-quarter include GSLC (+73%), JIRE (+23%), GSIE (+19%), and DFAT (+14%), all ETF vehicles.
The portfolio has trailed SPY across four consecutive quarters — Q1 2026 return of +11.5% versus SPY's +17.6% (-6.1% alpha); the gap has widened from -0.8% in Q2 2025. The bond-heavy allocation is the structural differentiator visible in the filing data.
Past performance is not indicative of future results. Generated from public SEC filings. Not investment advice.…
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Source: 13F-HRRecent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Quantum Financial Planning Services, Inc.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 13:47 UTC.