Institutions / Comprehensive Financial Planning, Inc./PA
Comprehensive Financial Planning, Inc./PA
CIK 2044855 · Institution · as of Dec 31, 2025
Portfolio value
$151.22M
Positions
415
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 415 →
| Company | Value | % of portfolio |
|---|---|---|
| Janus Henderson Aaa Clo ETF | $8.61M | 5.7% |
| Apple Inc. | $8.12M | 5.4% |
| NVIDIA Corp | $7.73M | 5.1% |
| Microsoft Corp | $5.65M | 3.7% |
| Invsc S P 500 Top 50 ETF | $5.62M | 3.7% |
| Vanguard S&P 500 ETF | $5.53M | 3.7% |
| Meta Platforms Inc | $5.04M | 3.3% |
| iShares Core S&P 500 ETF | $4.34M | 2.9% |
| JPMorgan Active Growth ETF | $3.35M | 2.2% |
| Amazon.com Inc | $3.16M | 2.1% |
| T Rowe Price Blue Chip Growth ETF | $2.92M | 1.9% |
| SPDR S&P 500 ETF | $2.64M | 1.7% |
| iShares S&P 500 Growth ETF | $2.58M | 1.7% |
| Listed Fnds Rondhl Mgnfcnt ETF | $2.54M | 1.7% |
| WisdomTree US Qlt Div Grw ETF | $2.49M | 1.6% |
| Schwab US Large Cap Growth ETF | $2.48M | 1.6% |
| Palantir Technologies Inc | $2.41M | 1.6% |
| JPMorgan International Value ETF | $2.18M | 1.4% |
| Invsc Qqq Trust Srs 1 ETF | $2.14M | 1.4% |
| Warren E. Buffett | $2.10M | 1.4% |
| CrowdStrike Holdings, Inc. | $2.08M | 1.4% |
| Costco Wholesale Corp /New | $2.01M | 1.3% |
| iShares Semiconductor ETF | $1.96M | 1.3% |
| Invesco Nasdaq 100 ETF | $1.91M | 1.3% |
| Innovator Defined Wealthshield ETF | $1.89M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.