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 101–150 of 415
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | 661 | $100K–$500K | SH |
| IGV | ISHARES EXPANDED TECH STW SCTR ETF | 2K | $100K–$500K | SH |
| PNC | PNC FINL SERVICES | 941 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 1K | $100K–$500K | SH |
| TDVG | T ROWE PRICE DIVIDEND GROWTH ETF | 4K | $100K–$500K | SH |
| XLE | STATE STRET ENRGY SLECT SEC SPDR ETF | 4K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 856 | $100K–$500K | SH |
| VUG | VANGUARD GROWTH ETF | 313 | $100K–$500K | SH |
| RPV | INVSC S P 500 PURE VALUEETF | 1K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| WCN | WASTE CONNECTIONS INC F | 800 | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP | 801 | $100K–$500K | SH |
| HD | HOME DEPOT INC | 397 | $100K–$500K | SH |
| — | JPMORGAN PRIVATE MARKETS FUND CLASS D | 10K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF | 210 | $100K–$500K | SH |
| ABBV | ABBVIE INC | 546 | $100K–$500K | SH |
| GARP | ISHARES MSCI USA QUALITYGARP ETF | 2K | $100K–$500K | SH |
| XSMO | INVESCO S & P SMLCP MOMENTM ETF | 2K | $100K–$500K | SH |
| IXUS | ISHARES CORE MSCI TOTL INTL STCK ETF | 1K | $100K–$500K | SH |
| IWL | ISHARES RUSSELL TOP 200 ETF | 683 | $100K–$500K | SH |
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 1K | $100K–$500K | SH |
| LYV | LIVE NATION ENTMT INC | 788 | $100K–$500K | SH |
| XLC | STE STRT COMTN SR SLCT SCTR SPDR ETF | 938 | $100K–$500K | SH |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | 279 | $100K–$500K | SH |
| MRK | MERCK & CO. INC. | 1K | $100K–$500K | SH |
| SMLF | ISHS US SMALLA CAP EQTY FACT ETF | 1K | $100K–$500K | SH |
| MTUM | ISHARES MSCI USA MOMNTUMFCT ETF | 432 | $100K–$500K | SH |
| KO | THE COCA-COLA CO | 2K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 600 | $100K–$500K | SH |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 1K | $100K–$500K | SH |
| JHMM | JOHN HANCOCK MULTIFCTR MID CP ETF | 1K | $50K–$100K | SH |
| IWR | ISHARES RUSSELL MID CAP ETF | 996 | $50K–$100K | SH |
| SMCI | SUPER MICRO COMPUTER INC | 3K | $50K–$100K | SH |
| GE | GE AEROSPACE | 278 | $50K–$100K | SH |
| — | ENB FINL CORP | 4K | $50K–$100K | SH |
| VOOV | VANGUARD S&P 500 VALUE ETF | 409 | $50K–$100K | SH |
| TSCO | TRACTOR SUPPLY CO | 2K | $50K–$100K | SH |
| TFLO | ISHARES TREASURY FLOATING RATE B ETF | 2K | $50K–$100K | SH |
| PJUL | INNOVATOR US EQUITY POWER BUFFER ETF | 2K | $50K–$100K | SH |
| SCHO | SCHWAB SHORT TERM US TREASURY ETF | 3K | $50K–$100K | SH |
| ARM | ARM HLDGS PLC EQUITY A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 700 | $50K–$100K | SH |
| PEP | PEPSICO INC | 521 | $50K–$100K | SH |
| VLO | VALERO ENERGY CORP NEW | 450 | $50K–$100K | SH |
| IBB | ISHARES BIOTECHNOLOGY ETF | 418 | $50K–$100K | SH |
| PAAS | PAN AMERN SILVER CORP F | 1K | $50K–$100K | SH |
| IXC | ISHARES GLOBAL ENERGY ETF | 2K | $50K–$100K | SH |
| VTWO | VANGUARD RUSSELL 2000 ETF | 685 | $50K–$100K | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 144 | $50K–$100K | SH |
| VV | VANGUARD LARGE CAP ETF | 214 | $50K–$100K | SH |
| VB | VANGUARD SMALL CAP ETF | 248 | $50K–$100K | SH |