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 51–100 of 415
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| XLF | STE STRT FINCL SLCT SECTOR SPDR ETF | 13K | $500K+ | SH |
| VLU | ST SRT SPDR S&P 1500 VALTLT ETF IV | 3K | $500K+ | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 10K | $500K+ | SH |
| MGV | VANGUARD MEGA CAP VALUE ETF | 5K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO | 2K | $500K+ | SH |
| TGRW | T ROWE PRICE GROWTH STOCK ETF | 13K | $500K+ | SH |
| QTUM | DEFIANCE QUANTUM ETF | 5K | $500K+ | SH |
| RSG | REPUBLIC SVCS INC | 3K | $500K+ | SH |
| BBP | VIRTUS LIFESCI BIOTECH PRODUCTS ETF | 7K | $500K+ | SH |
| ITOT | ISHARES TOTAL US STOCK MARKET ETF | 4K | $500K+ | SH |
| GFLW | VICTORYSHARES FRE CSH FLW GRW ETF | 18K | $500K+ | SH |
| SPMO | INVSC S P 500 MOMENTUM ETF | 4K | $500K+ | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 9K | $500K+ | SH |
| IETC | ISHS US TECH INDEPDNCE FOCUSD ETF | 5K | $500K+ | SH |
| VST | VISTRA CORP | 3K | $100K–$500K | SH |
| CDC | VICTORYSHARES US EQ INCOME ENH VOL WTD IDX ETF | 7K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 3K | $100K–$500K | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 3K | $100K–$500K | SH |
| RTX | RTX CORP | 3K | $100K–$500K | SH |
| VNLA | JANUS HENDERSON SHRT DRTN INM ETF | 10K | $100K–$500K | SH |
| XLU | STATE STRT UTLTES SLET SCTR SPDR ETF | 11K | $100K–$500K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 1K | $100K–$500K | SH |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 2K | $100K–$500K | SH |
| SDVY | FIRST TRUST SMID CAP RISING DIVI ETF | 12K | $100K–$500K | SH |
| MGK | VANGUARD MEGA CAP GROWTHETF | 1K | $100K–$500K | SH |
| CLS | CELESTICA INC EQUITY FCLASS EQUITY | 1K | $100K–$500K | SH |
| AIQ | GLOBAL X FUND GLB X ART INTL TGY ETF | 8K | $100K–$500K | SH |
| GDX | VANECK GOLD MINERS ETF | 5K | $100K–$500K | SH |
| VHT | VANGUARD HEALTH CARE ETF | 1K | $100K–$500K | SH |
| XMVM | INVESCO S & P MIDCAP VALUE WITH MOMENTUM ETF | 6K | $100K–$500K | SH |
| GLW | CORNING INC | 2K | $100K–$500K | SH |
| AGX | ARGAN INC | 1K | $100K–$500K | SH |
| IESC | IES HLDGS INC | 929 | $100K–$500K | SH |
| FULT | FULTON FINL CORP PA | 18K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC CLASS A | 3K | $100K–$500K | SH |
| HELO | JPMORGN HEDGD EQTY LAD OVRLY ETF | 5K | $100K–$500K | SH |
| GOOG | ALPHABET INC CLASS CLASS C | 994 | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW CLASS CLASS A | 2K | $100K–$500K | SH |
| VOE | VANGUARD MID CAP VALUE ETF | 2K | $100K–$500K | SH |
| FIX | COMFORT SYS USA INC | 305 | $100K–$500K | SH |
| ALAB | ASTERA LABS INC | 2K | $100K–$500K | SH |
| PBW | INVSC WILDERHILL CLEAN ENERGY ETF | 9K | $100K–$500K | SH |
| FLCV | FEDERATED HME MDT LAR VAL ETF NAV CF | 8K | $100K–$500K | SH |
| AMTM | AMENTUM HLDGS INC EQUITY | 9K | $100K–$500K | SH |
| V | VISA INC CLASS CLASS A | 712 | $100K–$500K | SH |
| NRG | NRG ENERGY INC | 1K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVIC | 1K | $100K–$500K | SH |
| — | JPMORGAN PRIVATE MARKETS FUND CLASS I | 12K | $100K–$500K | SH |