Quantum Financial Planning Services, Inc.

**Quantum Financial Planning Services, Inc.** manages $276M across a diversified portfolio of 54 positions. The strategy exhibits a significant allocation toward growth and sector-specific exposure, highlighted by top holdings in VCSH ($64.4M) and VUG ($61.2M). Further concentration is evident in SPYM ($40.6M) and VCRB ($28.0M), suggesting a focus on technology and cyclical growth themes. The portfolio maintains notable exposure to fixed income via AGG ($3.4M) while retaining tactical allocations to individual names like AAPL ($2.5M).

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