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 151–200 of 415
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NEM | NEWMONT CORP | 637 | $50K–$100K | SH |
| RSPT | INVSC SP 500 EQUAL WEIGHT TECH ETF | 1K | $50K–$100K | SH |
| COWZ | PACER US CASH COWS 100 ETF | 1K | $50K–$100K | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STK ETF | 793 | $50K–$100K | SH |
| IYG | ISHARES US FINANCIAL SERETF | 648 | $50K–$100K | SH |
| USMV | ISHARES MSCI USA MIN VOLFCTR ETF | 631 | $50K–$100K | SH |
| OKLO | OKLO INC CLASS A | 815 | $50K–$100K | SH |
| AOM | ISHARES CORE 40 60 MOD ALL ETF | 1K | $50K–$100K | SH |
| VOT | VANGUARD MID CAP GROWTH ETF | 200 | $50K–$100K | SH |
| MGC | VANGUARD MEGA CAP ETF | 213 | $50K–$100K | SH |
| BSV | VANGUARD SHORT-TERM BONDETF | 594 | $15K–$50K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 506 | $15K–$50K | SH |
| SPYM | STATE STREET SPDR PORTFLS&P 500 ETF | 559 | $15K–$50K | SH |
| LGLV | ST SRT SPDR US L C LW VLTLTY ETF IV | 254 | $15K–$50K | SH |
| GEV | GE VERNOVA INC | 68 | $15K–$50K | SH |
| JTEK | JPMORGAN U S TECH LEADERS ETF IV | 481 | $15K–$50K | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVRG ETF | 87 | $15K–$50K | SH |
| RECS | COLUMBIA RESEARCH ENHANCED CR ETF | 1K | $15K–$50K | SH |
| LIT | GLOBAL X LITHIUM BATTERYTECH ETF | 632 | $15K–$50K | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 179 | $15K–$50K | SH |
| SNDK | SANDISK CORP | 166 | $15K–$50K | SH |
| ACWX | ISHARES MSCI ACWI EX US ETF | 581 | $15K–$50K | SH |
| UNH | UNITEDHEALTH GROUP INC | 118 | $15K–$50K | SH |
| DLN | WISDOMTREE US LARGECAP DIVIDEND ETF | 440 | $15K–$50K | SH |
| AOR | ISHARES CORE 60 40 BAL ALL ETF | 578 | $15K–$50K | SH |
| — | LYNAS RARE EARTHS ORDF | 5K | $15K–$50K | SH |
| TPLC | TIMOTHY PLAN US LARG MD CP CR ETF | 817 | $15K–$50K | SH |
| LQD | ISHARES IBOXX INVT GRADEBOND ETF | 336 | $15K–$50K | SH |
| IJK | ISHARES S&P MID CAP 400 GRWTH ETF | 379 | $15K–$50K | SH |
| BX | BLACKSTONE INC | 232 | $15K–$50K | SH |
| VTV | VANGUARD VALUE ETF | 184 | $15K–$50K | SH |
| BMY | BRISTOL MYERS SQUIBB CO | 634 | $15K–$50K | SH |
| NFLX | NETFLIX INC | 360 | $15K–$50K | SH |
| FTC | FIRST TR LRG CP GRW ALPHADEX ETF | 209 | $15K–$50K | SH |
| FTLS | FIRST TRUST LONG SHORT EQUITY ETF | 464 | $15K–$50K | SH |
| GM | GENERAL MTRS CO | 400 | $15K–$50K | SH |
| TGRT | T ROWE PRICE GROWTH ETF | 731 | $15K–$50K | SH |
| IHI | ISHARES US MEDICAL DEVICES ETF | 519 | $15K–$50K | SH |
| JNJ | JOHNSON & JOHNSON | 150 | $15K–$50K | SH |
| XYZ | BLOCK INC A CLASS CLASS A | 450 | $15K–$50K | SH |
| XMLV | INVSC S P MIDCAP LOW VOLATILITY ETF | 466 | $15K–$50K | SH |
| NSC | NORFOLK SOUTHN CORP | 100 | $15K–$50K | SH |
| IJJ | ISHARES S&P MID CAP 400 VALUE ETF | 211 | $15K–$50K | SH |
| IAT | ISHARES US REGIONAL BANKS ETF | 482 | $15K–$50K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 1K | $15K–$50K | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 1K | $15K–$50K | SH |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | 246 | $15K–$50K | SH |
| UBND | VICTORY II VICTORYSHARESETF | 1K | $15K–$50K | SH |
| URSP | PROSHARES ULTRA S&P 500 EQ WEI ETF | 611 | $15K–$50K | SH |
| JSCP | JPMORGAN SHORT DURATION CORE PLU ETF | 511 | $15K–$50K | SH |