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Quantum Financial Planning Services, Inc.

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13F filer, CIK 2050169, SPOKANE, WA

Quantum Financial Planning Services, Inc. reported $367,066,826 across 54 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-14. Its ten largest share positions make up 91.65% of the portfolio.

Accepted , ingested 13F-HR 0002050169-26-000005

Period
2026-09-30
Reported value
$367M
Holdings
54
Top 10 weight
91.65%
New
3
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CGBLadded+349,225$12.8M
VCRBadded+141,622$10.4M
CGDVadded+127,921$6.25M
SPYMadded+37,820$3.39M
VCSHadded+40,060$3.09M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AGGexited-32,637-$3.23M
GSIEexited-22,412-$1.02M
GSLCexited-4,368-$620K
XOMexited-2,696-$369K
VBexited-698-$212K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2026

Share positions as resolved from 13F-HR 0002050169-26-000005, largest first. % of portfolio is the value over $367,066,826, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120,710 shares; 2025Q1: 123,485 shares; 2025Q2: 128,706 shares; 2025Q3: 122,600 shares; 2025Q4: 125,393 shares; 2026Q1: 131,790 shares; 2026Q2: 825,945 shares; 2026Q3: 852,708 shares 852,708$76.8M20.93%+26,763Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 726,052 shares; 2025Q1: 746,084 shares; 2025Q2: 734,213 shares; 2025Q3: 784,240 shares; 2025Q4: 808,104 shares; 2026Q1: 855,072 shares; 2026Q2: 866,220 shares; 2026Q3: 906,280 shares 906,280$70M19.07%+40,060Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 426,722 shares; 2025Q1: 444,516 shares; 2025Q2: 464,827 shares; 2025Q3: 480,981 shares; 2025Q4: 505,571 shares; 2026Q1: 539,444 shares; 2026Q2: 584,920 shares; 2026Q3: 622,740 shares 622,740$55.9M15.23%+37,820Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,227 shares; 2025Q1: 73,882 shares; 2025Q2: 342,796 shares; 2025Q3: 340,754 shares; 2025Q4: 359,508 shares; 2026Q1: 369,041 shares; 2026Q2: 387,776 shares; 2026Q3: 529,398 shares 529,398$39M10.62%+141,622Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 554,456 shares; 2025Q4: 772,528 shares; 2026Q1: 795,841 shares; 2026Q2: 850,171 shares; 2026Q3: 908,706 shares 908,706$34.2M9.31%+58,535Timeline
CGBLCAPITAL GROUP CORE BALANCEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,042 shares; 2025Q1: 10,738 shares; 2025Q2: 237,715 shares; 2025Q3: 277,016 shares; 2025Q4: 319,107 shares; 2026Q1: 312,795 shares; 2026Q2: 421,907 shares; 2026Q3: 771,132 shares 771,132$28.3M7.72%+349,225Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 114,223 shares; 2025Q3: 128,325 shares; 2025Q4: 143,049 shares; 2026Q1: 153,188 shares; 2026Q2: 189,274 shares; 2026Q3: 317,195 shares 317,195$15.5M4.22%+127,921Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,615 shares; 2025Q1: 51,822 shares; 2025Q2: 68,237 shares; 2025Q3: 77,704 shares; 2025Q4: 88,235 shares; 2026Q1: 100,283 shares; 2026Q2: 120,431 shares; 2026Q3: 130,663 shares 130,663$8.68M2.37%+10,232Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,448 shares; 2025Q4: 9,672 shares; 2026Q1: 11,939 shares; 2026Q2: 23,281 shares; 2026Q3: 55,588 shares 55,588$4.57M1.24%+32,307Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,711 shares; 2025Q1: 8,086 shares; 2025Q2: 6,863 shares; 2025Q3: 7,835 shares; 2025Q4: 9,300 shares; 2026Q1: 9,066 shares; 2026Q2: 9,056 shares; 2026Q3: 10,378 shares 10,378$3.46M0.94%+1,322Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,903 shares; 2025Q1: 3,896 shares; 2025Q2: 3,165 shares; 2025Q3: 3,548 shares; 2025Q4: 5,136 shares; 2026Q1: 5,456 shares; 2026Q2: 4,701 shares; 2026Q3: 6,582 shares 6,582$3.37M0.92%+1,881Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,183 shares; 2026Q1: 2,183 shares; 2026Q2: 2,187 shares; 2026Q3: 2,237 shares 2,237$2.59M0.71%+50Timeline
CSRECOHEN & STEERS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,207 shares; 2026Q3: 82,832 shares 82,832$2.21M0.6%+62,625Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,146 shares; 2025Q1: 6,513 shares; 2025Q2: 5,122 shares; 2025Q3: 8,033 shares; 2025Q4: 7,042 shares; 2026Q1: 6,655 shares; 2026Q2: 7,157 shares; 2026Q3: 8,373 shares 8,373$2.09M0.57%+1,216Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,633 shares; 2025Q1: 2,975 shares; 2025Q2: 2,983 shares; 2025Q3: 4,142 shares; 2025Q4: 3,600 shares; 2026Q1: 3,602 shares; 2026Q2: 3,894 shares; 2026Q3: 4,506 shares 4,506$1.55M0.42%+612Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,181 shares; 2025Q1: 2,403 shares; 2025Q2: 2,152 shares; 2025Q3: 1,966 shares; 2025Q4: 2,003 shares; 2026Q1: 1,913 shares; 2026Q2: 1,905 shares; 2026Q3: 1,700 shares 1,700$1.55M0.42%-205Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,193 shares; 2025Q1: 2,195 shares; 2025Q2: 2,198 shares; 2025Q3: 2,539 shares; 2025Q4: 2,875 shares; 2026Q1: 2,876 shares; 2026Q2: 3,177 shares; 2026Q3: 3,768 shares 3,768$1.28M0.35%+591Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 296,511 shares; 2025Q1: 323,140 shares; 2025Q2: 32,636 shares; 2025Q3: 27,283 shares; 2025Q4: 19,818 shares; 2026Q1: 19,919 shares; 2026Q2: 14,467 shares; 2026Q3: 16,138 shares 16,138$1.13M0.31%+1,671Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,146 shares; 2025Q4: 3,480 shares; 2026Q1: 3,760 shares; 2026Q2: 4,405 shares; 2026Q3: 4,876 shares 4,876$1.11M0.3%+471Timeline
VSDMVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,532 shares; 2026Q1: 7,552 shares; 2026Q2: 10,211 shares; 2026Q3: 12,217 shares 12,217$909K0.25%+2,006Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,528 shares; 2025Q1: 5,534 shares; 2025Q2: 5,547 shares; 2025Q3: 5,560 shares; 2025Q4: 5,574 shares; 2026Q1: 5,754 shares; 2026Q2: 5,818 shares; 2026Q3: 5,831 shares 5,831$790K0.22%+13Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,283 shares; 2025Q1: 883 shares; 2025Q2: 884 shares; 2025Q3: 884 shares; 2025Q4: 1,356 shares; 2026Q1: 1,370 shares; 2026Q2: 1,246 shares; 2026Q3: 1,274 shares 1,274$634K0.17%+28Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,321 shares; 2025Q4: 12,714 shares; 2026Q1: 12,714 shares; 2026Q2: 12,693 shares; 2026Q3: 12,634 shares 12,634$634K0.17%-59Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,994 shares; 2025Q1: 14,869 shares; 2025Q2: 8,557 shares; 2025Q3: 8,542 shares; 2025Q4: 8,542 shares; 2026Q1: 8,611 shares; 2026Q2: 7,806 shares; 2026Q3: 7,375 shares 7,375$627K0.17%-431Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,798 shares; 2025Q3: 3,798 shares; 2025Q4: 7,515 shares; 2026Q1: 7,515 shares; 2026Q2: 7,515 shares; 2026Q3: 7,515 shares 7,515$531K0.14%0Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,079 shares; 2025Q3: 5,079 shares; 2025Q4: 5,079 shares; 2026Q1: 5,079 shares; 2026Q2: 5,079 shares; 2026Q3: 5,079 shares 5,079$501K0.14%0Timeline
XOMEXXONMOBIL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,055 shares 3,055$497K0.14%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 425 shares; 2026Q3: 441 shares 441$470K0.13%+16Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 714 shares; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 813 shares; 2025Q4: 808 shares; 2026Q1: 809 shares; 2026Q2: 877 shares; 2026Q3: 638 shares 638$447K0.12%-239Timeline
GBCIGLACIER BANCORP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,231 shares; 2026Q2: 10,205 shares; 2026Q3: 10,205 shares 10,205$441K0.12%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,444 shares; 2026Q3: 2,344 shares 2,344$438K0.12%-100Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,882 shares; 2025Q3: 9,882 shares; 2025Q4: 9,882 shares; 2026Q1: 9,882 shares; 2026Q2: 9,882 shares; 2026Q3: 9,882 shares 9,882$394K0.11%0Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,455 shares; 2025Q2: 3,324 shares; 2025Q3: 3,368 shares; 2025Q4: 3,369 shares; 2026Q1: 3,316 shares; 2026Q2: 3,316 shares; 2026Q3: 3,316 shares 3,316$377K0.1%0Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,749 shares; 2026Q1: 7,773 shares; 2026Q2: 7,921 shares; 2026Q3: 7,921 shares 7,921$375K0.1%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,053 shares; 2026Q3: 3,053 shares 3,053$367K0.1%0Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,420 shares; 2026Q3: 7,959 shares 7,959$356K0.1%+1,539Timeline
WESWESTERN MIDSTREAM PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares; 2026Q3: 8,000 shares 8,000$355K0.1%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 476 shares; 2025Q3: 451 shares; 2025Q4: 443 shares; 2026Q1: 478 shares; 2026Q2: 472 shares; 2026Q3: 438 shares 438$334K0.09%-34Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 804 shares; 2026Q1: 873 shares; 2026Q2: 873 shares; 2026Q3: 881 shares 881$330K0.09%+8Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,530 shares; 2025Q1: 2,623 shares; 2025Q2: 2,623 shares; 2025Q3: 2,425 shares; 2025Q4: 2,452 shares; 2026Q1: 2,360 shares; 2026Q2: 2,360 shares; 2026Q3: 2,360 shares 2,360$324K0.09%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,114 shares; 2025Q1: 1,092 shares; 2025Q2: 1,093 shares; 2025Q3: 1,151 shares; 2025Q4: 1,018 shares; 2026Q1: 1,024 shares; 2026Q2: 1,088 shares; 2026Q3: 1,090 shares 1,090$310K0.08%+2Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,726 shares; 2025Q1: 1,714 shares; 2025Q2: 1,714 shares; 2025Q3: 1,714 shares; 2025Q4: 1,595 shares; 2026Q1: 1,595 shares; 2026Q2: 1,199 shares; 2026Q3: 1,641 shares 1,641$305K0.08%+442Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,138 shares; 2025Q2: 10,168 shares; 2025Q3: 10,197 shares; 2025Q4: 10,229 shares; 2026Q1: 10,262 shares; 2026Q2: 10,285 shares; 2026Q3: 10,313 shares 10,313$302K0.08%+28Timeline
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 5,286 shares; 2026Q3: 5,286 shares 5,286$298K0.08%0Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,577 shares; 2025Q1: 4,607 shares; 2025Q2: 4,322 shares; 2025Q3: 4,028 shares; 2025Q4: 4,076 shares; 2026Q1: 4,169 shares; 2026Q2: 3,975 shares; 2026Q3: 3,658 shares 3,658$297K0.08%-317Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares; 2026Q3: 14,053 shares 14,053$278K0.08%+4,053Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,063 shares; 2025Q1: 5,063 shares; 2025Q2: 9,197 shares; 2025Q3: 9,360 shares; 2025Q4: 9,559 shares; 2026Q1: 9,756 shares; 2026Q2: 9,145 shares; 2026Q3: 5,258 shares 5,258$249K0.07%-3,887Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 477 shares; 2025Q1: 478 shares; 2025Q2: 398 shares; 2025Q3: 335 shares; 2025Q4: 336 shares; 2026Q1: 321 shares; 2026Q2: 322 shares; 2026Q3: 321 shares 321$246K0.07%-1Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 451 shares; 2025Q4: 601 shares; 2026Q1: 655 shares; 2026Q2: 677 shares; 2026Q3: 689 shares 689$244K0.07%+12Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 980 shares; 2026Q3: 948 shares 948$219K0.06%-32Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,691 shares; 2026Q1: not reported; 2026Q2: 1,691 shares; 2026Q3: 1,691 shares 1,691$218K0.06%0Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,170 shares; 2026Q1: 6,170 shares; 2026Q2: 6,170 shares; 2026Q3: 6,170 shares 6,170$217K0.06%0Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 312 shares; 2025Q1: 365 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 201 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 205 shares 205$217K0.06%newTimeline
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,157 shares 1,157$214K0.06%newTimeline

Sold out in Q3 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AGGISHARES TR32,637$3.23Mshares
GSIEGOLDMAN SACHS ETF TR22,412$1.02Mshares
GSLCGOLDMAN SACHS ETF TR4,368$620Kshares
XOMEXXON MOBIL CORP2,696$369Kshares
VBVANGUARD INDEX FDS698$212Kshares
BKNGBOOKING HOLDINGS INC1,148$205Kshares
VRMEVERIFYME INC69,445$42.6Kshares

How Q3 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002050169-26-000005 base2026-10-14