Comprehensive Financial Planning, Inc./Pa Top Holdings and 13F Report (2026)

About Comprehensive Financial Planning, Inc./Pa

Investment Activity

Comprehensive Financial Planning, Inc./Pa has $144.40 million in total holdings as of March 31, 2026.
Comprehensive Financial Planning, Inc./Pa owns shares of 387 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
Approximately 7.82% of the portfolio was purchased this quarter.
About 7.51% of the portfolio was sold this quarter.
This quarter, Comprehensive Financial Planning, Inc./Pa has purchased 415 new stocks and bought additional shares in 124 stocks.
Comprehensive Financial Planning, Inc./Pa sold shares of 55 stocks and completely divested from 69 stocks this quarter.

Largest Holdings

Janus Henderson AAA CLO ETF: $8,661,400
NVIDIA: $7,457,851
Apple: $7,258,982
Vanguard S&P 500 ETF: $5,295,465
Invesco S&P 500 Top 50 ETF: $5,018,890

Largest New Holdings this Quarter

78464A540 - SPDR S&P Telecom ETF: $1,150,739 Holding
464287390 - iShares Latin America 40 ETF: $517,846 Holding
71742Q106 - Phibro Animal Health: $285,676 Holding
296315104 - ESCO Technologies: $245,636 Holding
003263100 - abrdn Physical Precious Metals Basket Shares ETF: $245,185 Holding

Largest Purchases this Quarter

SPDR S&P Telecom ETF: 6,119 shares (about $1.15M)
JPMORGAN INTERNATIONAL VALUE ETF: 10,318 shares (about $883.65K)
iShares Latin America 40 ETF: 14,579 shares (about $517.85K)
iShares Core S&P 500 ETF: 716 shares (about $467.71K)
Invesco WilderHill Clean Energy ETF: 12,885 shares (about $406.91K)

Largest Sales this Quarter

Microsoft: 3,970 shares (about $1.47M)
Meta Platforms: 1,804 shares (about $1.03M)
ROUNDHILL MAGNIFICENT SEVEN ETF: 16,938 shares (about $981.41K)
Invesco QQQ: 734 shares (about $423.80K)
iShares Silver Trust: 5,042 shares (about $343.56K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
JAAA Janus Henderson AAA CLO ETF	$8,661,400	$91,623 â–²	1.1%	171,955	6.0%	ETF
NVDA NVIDIA	$7,457,851	$233,352 â–²	3.2%	42,762	5.2%	Computer and Technology
AAPL Apple	$7,258,982	$325,109 â–¼	-4.3%	28,602	5.0%	Computer and Technology
VOO Vanguard S&P 500 ETF	$5,295,465	$29,881 â–²	0.6%	8,861	3.7%	ETF
XLG Invesco S&P 500 Top 50 ETF	$5,018,890	$154,704 â–¼	-3.0%	92,005	3.5%	ETF
IVV iShares Core S&P 500 ETF	$4,602,647	$467,712 â–²	11.3%	7,046	3.2%	ETF
META Meta Platforms	$3,332,998	$1,032,228 â–¼	-23.6%	5,825	2.3%	Computer and Technology
JPMORGAN INTERNATIONAL VALUE ETF	$3,212,914	$883,646 â–²	37.9%	37,516	2.2%	UIE
JGRO JPMorgan Active Growth ETF	$3,076,018	$26,625 â–²	0.9%	36,393	2.1%	ETF
MSFT Microsoft	$2,852,921	$1,469,586 â–¼	-34.0%	7,707	2.0%	Computer and Technology
TCHP T. Rowe Price Blue Chip Growth ETF	$2,811,305	$226,378 â–²	8.8%	63,633	1.9%	ETF
AMZN Amazon.com	$2,771,240	$83,308 â–¼	-2.9%	13,306	1.9%	Retail/Wholesale
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$2,734,482	$289,172 â–²	11.8%	31,130	1.9%	Manufacturing
SPY SPDR S&P 500 ETF Trust	$2,540,627	$24,066 â–²	1.0%	3,906	1.8%	Finance
IVW iShares S&P 500 Growth ETF	$2,499,414	$127,589 â–²	5.4%	22,097	1.7%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$2,385,683	$167,295 â–²	7.5%	81,897	1.7%	ETF
COST Costco Wholesale	$2,294,637	$31,898 â–¼	-1.4%	2,302	1.6%	Retail/Wholesale
SOXX iShares Semiconductor ETF	$2,270,323	$129,507 â–²	6.0%	6,907	1.6%	ETF
PALANTIR TECHNOLOGIES INCLASS CLASS A	$2,243,788	$263,158 â–²	13.3%	15,339	1.6%	COM
BALT Innovator Defined Wealth Shield ETF	$2,077,407	$193,026 â–²	10.2%	62,077	1.4%	ETF
BRK.B Berkshire Hathaway	$2,012,160	$9,584 â–²	0.5%	4,199	1.4%	Finance
QQQM Invesco NASDAQ 100 ETF	$1,926,518	$134,977 â–²	7.5%	8,107	1.3%	ETF
IGM iShares Expanded Tech Sector ETF	$1,790,841	$68,145 â–²	4.0%	15,111	1.2%	ETF
SCHD Schwab US Dividend Equity ETF	$1,788,133	$9,204 â–²	0.5%	58,283	1.2%	ETF
CRWD CrowdStrike	$1,742,790	$9,760 â–²	0.6%	4,464	1.2%	Computer and Technology
TSPA T. Rowe Price U.S. Equity Research ETF	$1,707,753	$46,790 â–²	2.8%	41,754	1.2%	Manufacturing
VFLO VictoryShares Free Cash Flow ETF	$1,690,006	$90,174 â–¼	-5.1%	42,806	1.2%	ETF
QQQ Invesco QQQ	$1,586,637	$423,796 â–¼	-21.1%	2,748	1.1%	Finance
MU Micron Technology	$1,547,965	$398,734 â–²	34.7%	4,581	1.1%	Computer and Technology
XMMO Invesco S&P MidCap Momentum ETF	$1,530,349	$121,535 â–²	8.6%	10,552	1.1%	ETF
SMH VanEck Semiconductor ETF	$1,421,278	$229,275 â–²	19.2%	3,707	1.0%	Manufacturing
ROUNDHILL MAGNIFICENT SEVEN ETF	$1,251,417	$981,410 â–¼	-44.0%	21,598	0.9%	UIE
RDVI FT Vest Rising Dividend Achievers Target Income ETF	$1,249,882	$139,963 â–²	12.6%	48,919	0.9%	ETF
JCPB JPMorgan Core Plus Bond ETF	$1,218,704	$73,118 â–²	6.4%	25,885	0.8%	ETF
PSFF Pacer Swan SOS Fund of Funds ETF	$1,192,660	$103,279 â–²	9.5%	37,219	0.8%	ETF
TSLA Tesla	$1,185,510	$1,487 â–¼	-0.1%	3,189	0.8%	Auto/Tires/Trucks
FFTY Innovator IBD 50 ETF	$1,183,399	$182,488 â–²	18.2%	35,420	0.8%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$1,157,970	$80,288 â–²	7.5%	14,365	0.8%	ETF
FPX First Trust US Equity Opportunities ETF	$1,156,599	$109,275 â–²	10.4%	7,282	0.8%	ETF
XTL SPDR S&P Telecom ETF	$1,150,739	$1,150,739 â–²	New Holding	6,119	0.8%	ETF
WM Waste Management	$1,118,486	$11,491 â–¼	-1.0%	4,867	0.8%	Business Services
IYW iShares U.S. Technology ETF	$1,088,565	$24,493 â–¼	-2.2%	6,000	0.8%	Manufacturing
TCAF T. Rowe Price Capital Appreciation Equity ETF	$991,921	$118,625 â–²	13.6%	27,870	0.7%	ETF
VGT Vanguard Information Technology ETF	$987,880	$698 â–²	0.1%	1,415	0.7%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$960,066	$86,224 â–²	9.9%	17,292	0.7%	ETF
VO Vanguard Mid-Cap ETF	$917,788	$32,173 â–²	3.6%	3,195	0.6%	ETF
GOOGL Alphabet	$884,543	$144,356 â–²	19.5%	3,076	0.6%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$867,747	$46,449 â–²	5.7%	4,521	0.6%	ETF
JANUS HENDERSON SECURITIZED INCOME ETF	$742,874	$46,088 â–¼	-5.8%	14,410	0.5%	UIE
VLU SPDR S&P 1500 Value Tilt ETF	$715,065	$3,010 â–²	0.4%	3,326	0.5%	ETF
DEFIANCE QUANTUM ETF	$693,587	$114,274 â–²	19.7%	6,464	0.5%	UIE
PBW Invesco WilderHill Clean Energy ETF	$691,602	$406,908 â–²	142.9%	21,900	0.5%	ETF
DGRO iShares Core Dividend Growth ETF	$685,519	$1,825 â–¼	-0.3%	9,768	0.5%	ETF
XLK Technology Select Sector SPDR Fund	$681,246	$118,813 â–¼	-14.9%	5,126	0.5%	ETF
MGV Vanguard Mega Cap Value ETF	$659,411	$3,624 â–²	0.6%	4,549	0.5%	ETF
AVGO Broadcom	$658,689	$1,238 â–²	0.2%	2,128	0.5%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$647,249	$4,838 â–²	0.8%	13,110	0.4%	ETF
JPM JPMorgan Chase & Co.	$582,168	$2,059 â–²	0.4%	1,979	0.4%	Finance
RSG Republic Services	$567,814	$20,811 â–¼	-3.5%	2,592	0.4%	Business Services
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$567,111	$96,293 â–²	20.5%	14,382	0.4%	ETF
SLV iShares Silver Trust	$560,178	$343,561 â–¼	-38.0%	8,221	0.4%	ETF
SPMO Invesco S&P 500 Momentum ETF	$559,364	$76,017 â–²	15.7%	4,989	0.4%	ETF
FEDERATED HERMES MDT LARGE CAP VALUE ETF	$537,585	$275,156 â–²	104.8%	17,064	0.4%	UIE
TGRW T. Rowe Price Growth Stock ETF	$536,192		0.0%	13,240	0.4%	ETF
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF	$535,267	$3,072 â–²	0.6%	7,493	0.4%	Manufacturing
ITOT iShares Core S&P Total U.S. Stock Market ETF	$533,318	$1,282 â–²	0.2%	3,744	0.4%	ETF
XLU Utilities Select Sector SPDR Fund	$523,886	$3,396 â–²	0.7%	11,416	0.4%	ETF
ILF iShares Latin America 40 ETF	$517,846	$517,846 â–²	New Holding	14,579	0.4%	ETF
VICTORYSHARES FREE CASH FLOW GROWTH ETF	$517,802	$36,605 â–²	7.6%	19,691	0.4%	UIE
JEPI JPMorgan Equity Premium Income ETF	$514,344	$9,750 â–²	1.9%	9,074	0.4%	ETF
RTX RTX	$513,224	$1,736 â–²	0.3%	2,660	0.4%	Aerospace
VYM Vanguard High Dividend Yield ETF	$505,324	$1,925 â–²	0.4%	3,412	0.3%	Financial Services
VNLA Janus Henderson Short Duration Income ETF	$486,730	$3,714 â–²	0.8%	9,961	0.3%	ETF
XOM ExxonMobil	$473,052	$2,884 â–²	0.6%	2,788	0.3%	Energy
VTI Vanguard Total Stock Market ETF	$463,453	$963 â–²	0.2%	1,444	0.3%	ETF
IWY iShares Russell Top 200 Growth ETF	$414,466	$249 â–²	0.1%	1,665	0.3%	ETF
AIQ Global X Artificial Intelligence & Technology ETF	$407,926	$31,271 â–²	8.3%	8,740	0.3%	ETF
VHT Vanguard Health Care ETF	$387,686	$1,362 â–²	0.4%	1,423	0.3%	ETF
MGK Vanguard Mega Cap Growth ETF	$386,841	$368 â–²	0.1%	1,052	0.3%	ETF
XMVM Invesco S&P MidCap Value with Momentum ETF	$383,595	$2,410 â–²	0.6%	5,890	0.3%	ETF
FULT Fulton Financial	$366,913		0.0%	18,039	0.3%	Finance
NVT nVent Electric	$317,226	$316,989 â–²	134,000.0%	2,682	0.2%	Computer and Technology
IETC iShares U.S. Tech Independence Focused ETF	$314,722	$124,086 â–¼	-28.3%	3,561	0.2%	ETF
GOOG Alphabet	$314,303	$28,991 â–²	10.2%	1,095	0.2%	Computer and Technology
NRG NRG Energy	$310,564	$98,211 â–²	46.2%	2,125	0.2%	Utilities
VOE Vanguard Mid-Cap Value ETF	$303,084	$1,291 â–²	0.4%	1,644	0.2%	ETF
WDC Western Digital	$298,018	$81,204 â–²	37.5%	1,101	0.2%	Computer and Technology
AVEM Avantis Emerging Markets Equity ETF	$285,930	$261,109 â–²	1,051.9%	3,548	0.2%	ETF
PAHC Phibro Animal Health	$285,676	$285,676 â–²	New Holding	5,165	0.2%	Medical
VST Vistra	$282,556	$180,301 â–¼	-39.0%	1,879	0.2%	Utilities
CVX Chevron	$263,012	$1,655 â–²	0.6%	1,271	0.2%	Energy
TSM Taiwan Semiconductor Manufacturing	$248,731	$25,346 â–²	11.3%	736	0.2%	Computer and Technology
ESE ESCO Technologies	$245,636	$245,636 â–²	New Holding	873	0.2%	Industrials
XLE Energy Select Sector SPDR Fund	$245,312	$1,409 â–²	0.6%	4,004	0.2%	ETF
GLTR abrdn Physical Precious Metals Basket Shares ETF	$245,185	$245,185 â–²	New Holding	1,121	0.2%	ETF
AMD Advanced Micro Devices	$245,133	$25,632 â–²	11.7%	1,205	0.2%	Computer and Technology
SCHV Schwab U.S. Large-Cap Value ETF	$244,244	$235,460 â–²	2,680.6%	8,008	0.2%	ETF
V Visa	$215,194		0.0%	712	0.1%	Business Services
AVDE Avantis International Equity ETF	$204,801	$99,303 â–²	94.1%	2,413	0.1%	ETF
PNC The PNC Financial Services Group	$195,812		0.0%	941	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Comprehensive Financial Planning, Inc./Pa Top Holdings and 13F Report (2026)

About Comprehensive Financial Planning, Inc./Pa

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Comprehensive Financial Planning, Inc./Pa Top Holdings and 13F Report (2026)

About Comprehensive Financial Planning, Inc./Pa

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofComprehensive Financial Planning, Inc./Pa

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools