Portfolio (Quarterly) Guide ↗

Quantum Financial Planning Services, Inc.

· CIK 0002050169

13F Portfolio $323M AUM 58 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 9 New 21 Added 11 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HON	HONEYWELL INTL INC	Industrials	1,492	$337K	0.12%	SOLD
2	TMUS	T-MOBILE US INC	Communication Services	1,198	$256K	0.09%	SOLD
3	CAT	CATERPILLAR INC	Industrials	308	$218K	0.08%	SOLD
4	WMT	WALMART INC	Consumer Defensive	1,653	$205K	0.07%	SOLD

Sector Allocation

Technology 38.1%

Healthcare 14.7%

Consumer Cyclical 14.5%

Consumer Defensive 10.0%

Communication Services 7.8%

Energy 6.8%

Financial Services 6.4%

Industrials 1.7%