CIK 2044855
Comprehensive Financial Planning, Inc./PA
Institutional 13F holdings & portfolio
Holdings
415
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 415
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JAAA | JANUS HENDERSON AAA CLO ETF | 170K | $1M+ | SH |
| AAPL | APPLE INC | 30K | $1M+ | SH |
| NVDA | NVIDIA CORP | 41K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 12K | $1M+ | SH |
| XLG | INVSC S P 500 TOP 50 ETF | 95K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 9K | $1M+ | SH |
| META | META PLATFORMS INC CLASS A | 8K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 6K | $1M+ | SH |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | 36K | $1M+ | SH |
| AMZN | AMAZON.COM INC | 14K | $1M+ | SH |
| TCHP | T ROWE PRICE BLUE CHIP GROWTH ETF | 59K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF | 4K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 21K | $1M+ | SH |
| MAGS | LISTED FNDS RONDHL MGNFCNT ETF | 39K | $1M+ | SH |
| DGRW | WISDOMTREE US QLT DIV GRW ETF | 28K | $1M+ | SH |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | 76K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | 14K | $1M+ | SH |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | 27K | $1M+ | SH |
| QQQ | INVSC QQQ TRUST SRS 1 ETF | 3K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY CLASS CLASS B | 4K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC CLASS A | 4K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 7K | $1M+ | SH |
| QQQM | INVESCO NASDAQ 100 ETF | 8K | $1M+ | SH |
| BALT | INNOVATOR DEFINED WEALTHSHIELD ETF | 56K | $1M+ | SH |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | 15K | $1M+ | SH |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | 45K | $1M+ | SH |
| TSPA | T ROWE PRICE U S EQUITY RESEARCH ETF | 41K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 58K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| XMMO | INVESCO S & P MIDCAP MOMENTUM ETF | 10K | $1M+ | SH |
| IYW | ISHARES US TECHNOLOGY ETF | 6K | $1M+ | SH |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 24K | $1M+ | SH |
| RDVI | FT VEST RISING DIV INCOME ETF | 43K | $1M+ | SH |
| SMH | VANECK SEMICONDUCTOR ETF | 3K | $1M+ | SH |
| PSFF | PACER SWAN SOS FUND OF FUNDS ETF | 34K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 5K | $1M+ | SH |
| FPX | FIRST TRUST US EQUITY OPRTNT ETF | 7K | $1M+ | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 1K | $1M+ | SH |
| FFTY | INNOVATOR IBD 50 ETF | 30K | $1M+ | SH |
| AVLV | AVANTIS U S LARGE CAP VALUE ETF | 13K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 3K | $500K+ | SH |
| TCAF | T ROWE PRICE CPTL APRCTNEQT ETF | 25K | $500K+ | SH |
| JEPQ | J P MORGAN NASDAQ EQT PRM INC ETF | 16K | $500K+ | SH |
| VO | VANGUARD MID CAP ETF | 3K | $500K+ | SH |
| XLK | STATE STRET TEC SELECT SEC SPDR ETF | 6K | $500K+ | SH |
| SLV | ISHARES SILVER TRUST ETF | 13K | $500K+ | SH |
| RSP | INVSC S P 500 EQUAL WEIGHT ETF | 4K | $500K+ | SH |
| GOOGL | ALPHABET INC CLASS CLASS A | 3K | $500K+ | SH |
| JSI | JANUS HENDERSON SECRTZ INC ETF | 15K | $500K+ | SH |