Comprehensive Financial Planning, Inc./PA

Comprehensive Financial Planning, Inc./PA is an Investment Adviser institutional filer with the SEC under CIK 2044855, reporting 427 portfolio positions, with 12 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: PA
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-08-10

Top 10 portfolio positions

The largest reported holdings in Comprehensive Financial Planning, Inc./PA's most recent 13F filing, ranked by reported market value.

1. JANUS HENDERSON AAA CLO ETF (JAAA)
2. NVIDIA CORP (NVDA)
3. APPLE INC (AAPL)
4. MICRON TECHNOLOGY INC (MU)
5. VANGUARD S&P 500 ETF (VOO)
6. INVESCO S&P 500 TOP 50 ETF (XLG)
7. ISHARES CORE S&P 500 ETF (IVV)
8. ISHARES SEMICONDUCTOR ETF (SOXX)
9. JPMORGAN ACTIVE GROWTH ETF (JGRO)
10. JPMORGAN INTERNATIONAL VALUE ETF (JIVE)