Quantum Financial Planning Services, Inc.
Filing Date
Global Rank
#7,849
/ 8,605
▲ 59
· as of Mar 2026
Top Industry
Software - Infrastructure
14.5%
3Y Alpha vs SPY
-13.2%
Period ended 3 months ago
Filed Apr 14, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+6.7%
SPY
+24.4%
Annualised alpha
-12.2%
Max drawdown
−17.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.6%
−0.6 pts
Top 5
57.0%
−3.4 pts
Top 10
76.9%
−2.5 pts
HHI
793
Diversified−78
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.5% | $5,323,430 |
| Consumer Defensive | 12.5% | $2,111,604 |
| Healthcare | 11.9% | $2,007,857 |
| Consumer Cyclical | 11.6% | $1,966,315 |
| Energy | 9.1% | $1,536,762 |
| Communication Services | 7.6% | $1,287,406 |
| Financial Services | 6.6% | $1,113,522 |
| Industrials | 5.5% | $929,143 |
| Unclassified | 3.6% | $609,500 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +320 | 5,456 | $2,019,647 | |
| NVDA | Nvidia Corp | +280 | 3,760 | $655,744 | |
| TSLA | Tesla, Inc. | +54 | 655 | $243,496 | |
| SPY | Spdr S&P 500 ETF Trust | +35 | 478 | $310,862 | |
| IBIT | iShares Bitcoin Trust ETF | +24 | 7,773 | $298,638 | |
| BRK-B | Berkshire Hathaway Inc | +14 | 1,370 | $656,504 | |
| HD | Home Depot, Inc. | +6 | 1,024 | $336,783 | |
| GOOGL | Alphabet Inc. | +2 | 3,602 | $1,035,791 | |
| HON | Honeywell International Inc | +1 | 1,492 | $337,236 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | −387 | 6,655 | $1,386,036 | |
| TMUS | T-Mobile US, Inc. | −317 | 1,198 | $251,615 | |
| XOM | Exxon Mobil Corp | −285 | 3,288 | $557,842 | |
| AAPL | Apple Inc. | −234 | 9,066 | $2,300,860 | |
| ORCL | Oracle Corp | −92 | 2,360 | $347,179 | |
| COST | Costco Wholesale Corp /New | −90 | 1,913 | $1,906,170 | |
| No positions match the current search. | |||||
24 positions ·
$16,885,539 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 9,066 | $2,300,860 | 13.63% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,456 | $2,019,647 | 11.96% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 2,183 | $2,007,857 | 11.89% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,913 | $1,906,170 | 11.29% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 6,655 | $1,386,036 | 8.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,602 | $1,035,791 | 6.13% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,370 | $656,504 | 3.89% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,760 | $655,744 | 3.88% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 3,288 | $557,842 | 3.30% | |
| GBCI |
Glacier Bancorp, Inc.
Financial Services
|
NEW | 10,231 | $457,018 | 2.71% | |
| MPLX |
Mplx LP
Energy
|
Held | 8,000 | $456,560 | 2.70% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 2,360 | $347,179 | 2.06% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 1,492 | $337,236 | 2.00% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,024 | $336,783 | 1.99% | |
| WES |
Western Midstream Partners, LP
Energy
|
Held | 8,000 | $329,360 | 1.95% | |
| BA |
Boeing Co
Industrials
|
Held | 1,595 | $317,452 | 1.88% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 478 | $310,862 | 1.84% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 7,773 | $298,638 | 1.77% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Reduced | 1,198 | $251,615 | 1.49% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 655 | $243,496 | 1.44% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 308 | $218,205 | 1.29% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 1,653 | $205,434 | 1.22% | |
| ET |
Energy Transfer LP
Energy
|
Held | 10,000 | $193,000 | 1.14% | |
| VRME |
VerifyMe, Inc.
Industrials
|
Held | 69,445 | $56,250 | 0.33% |