Quantum Financial Planning Services, Inc.
Private Equity
Quantum Financial Planning Services, Inc. is a Private Equity based in Fort Lauderdale, FL led by Sidney Wilbert Vanloh, reporting $22.0B in AUM as of Q3 2025 with 94% ETF concentration, 92% concentrated in top 10 holdings, and 25% allocation to VCSH.
CEOSidney Wilbert Vanloh
- Portfolio Value
- $247.3M
- Positions
- 49
- Top Holding
- VCSH at 25.35%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Quantum Financial Planning Services, Inc.'s portfolio (92.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $62.7M | 25.35% | +$4.0M Bought | — 784.2K shares | |
ETF ETF | $58.8M | 23.78% | -$2.9M Sold | — 122.6K shares | |
ETF ETF | $37.7M | 15.24% | +$1.3M Bought | — 481.0K shares | |
ETF ETF | $26.7M | 10.81% | -$160.1K Sold | — 340.8K shares | |
ETF ETF | $18.2M | 7.35% | +$18.2M New | — 554.5K shares | |
ETF ETF | $9.6M | 3.89% | +$1.4M Bought | — 277.0K shares | |
ETF ETF | $5.4M | 2.18% | +$592.7K Bought | — 128.3K shares | |
ETF ETF | $4.5M | 1.83% | +$551.1K Bought | — 77.7K shares | |
ETF ETF | $2.0M | 0.82% | -$398.1K Sold | — 27.3K shares | |
Consumer Electronics Technology | $2.0M | 0.81% | +$247.5K Bought | 0.00% 7.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Quantum Financial Planning Services, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-16.4% | |
-15.83% |
Analytics
Portfolio insights and performance metrics for Quantum Financial Planning Services, Inc.
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