Free Trial

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

NVIDIA
$7,457,851
Apple
$7,258,982

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

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

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

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$8,661,400$91,623 1.1%171,9556.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$7,457,851$233,352 3.2%42,7625.2%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$7,258,982$325,109 -4.3%28,6025.0%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,295,465$29,881 0.6%8,8613.7%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$5,018,890$154,704 -3.0%92,0053.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,602,647$467,712 11.3%7,0463.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,332,998$1,032,228 -23.6%5,8252.3%Computer and Technology
JPMORGAN INTERNATIONAL VALUE ETF
$3,212,914$883,646 37.9%37,5162.2%UIE
JPMorgan Active Growth ETF stock logo
JGRO
JPMorgan Active Growth ETF
$3,076,018$26,625 0.9%36,3932.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,852,921$1,469,586 -34.0%7,7072.0%Computer and Technology
T. Rowe Price Blue Chip Growth ETF stock logo
TCHP
T. Rowe Price Blue Chip Growth ETF
$2,811,305$226,378 8.8%63,6331.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,771,240$83,308 -2.9%13,3061.9%Retail/Wholesale
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$2,734,482$289,172 11.8%31,1301.9%Manufacturing
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,540,627$24,066 1.0%3,9061.8%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$2,499,414$127,589 5.4%22,0971.7%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$2,385,683$167,295 7.5%81,8971.7%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,294,637$31,898 -1.4%2,3021.6%Retail/Wholesale
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$2,270,323$129,507 6.0%6,9071.6%ETF
PALANTIR TECHNOLOGIES INCLASS CLASS A
$2,243,788$263,158 13.3%15,3391.6%COM
Innovator Defined Wealth Shield ETF stock logo
BALT
Innovator Defined Wealth Shield ETF
$2,077,407$193,026 10.2%62,0771.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,012,160$9,584 0.5%4,1991.4%Finance
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$1,926,518$134,977 7.5%8,1071.3%ETF
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$1,790,841$68,145 4.0%15,1111.2%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,788,133$9,204 0.5%58,2831.2%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$1,742,790$9,760 0.6%4,4641.2%Computer and Technology
T. Rowe Price U.S. Equity Research ETF stock logo
TSPA
T. Rowe Price U.S. Equity Research ETF
$1,707,753$46,790 2.8%41,7541.2%Manufacturing
VictoryShares Free Cash Flow ETF stock logo
VFLO
VictoryShares Free Cash Flow ETF
$1,690,006$90,174 -5.1%42,8061.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,586,637$423,796 -21.1%2,7481.1%Finance
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,547,965$398,734 34.7%4,5811.1%Computer and Technology
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$1,530,349$121,535 8.6%10,5521.1%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$1,421,278$229,275 19.2%3,7071.0%Manufacturing
ROUNDHILL MAGNIFICENT SEVEN ETF
$1,251,417$981,410 -44.0%21,5980.9%UIE
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$1,249,882$139,963 12.6%48,9190.9%ETF
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$1,218,704$73,118 6.4%25,8850.8%ETF
PSFF
Pacer Swan SOS Fund of Funds ETF
$1,192,660$103,279 9.5%37,2190.8%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,185,510$1,487 -0.1%3,1890.8%Auto/Tires/Trucks
Innovator IBD 50 ETF stock logo
FFTY
Innovator IBD 50 ETF
$1,183,399$182,488 18.2%35,4200.8%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$1,157,970$80,288 7.5%14,3650.8%ETF
First Trust US Equity Opportunities ETF stock logo
FPX
First Trust US Equity Opportunities ETF
$1,156,599$109,275 10.4%7,2820.8%ETF
SPDR S&P Telecom ETF stock logo
XTL
SPDR S&P Telecom ETF
$1,150,739$1,150,739 New Holding6,1190.8%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$1,118,486$11,491 -1.0%4,8670.8%Business Services
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,088,565$24,493 -2.2%6,0000.8%Manufacturing
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$991,921$118,625 13.6%27,8700.7%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$987,880$698 0.1%1,4150.7%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$960,066$86,224 9.9%17,2920.7%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$917,788$32,173 3.6%3,1950.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$884,543$144,356 19.5%3,0760.6%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$867,747$46,449 5.7%4,5210.6%ETF
JANUS HENDERSON SECURITIZED INCOME ETF
$742,874$46,088 -5.8%14,4100.5%UIE
VLU
SPDR S&P 1500 Value Tilt ETF
$715,065$3,010 0.4%3,3260.5%ETF
DEFIANCE QUANTUM ETF
$693,587$114,274 19.7%6,4640.5%UIE
Invesco WilderHill Clean Energy ETF stock logo
PBW
Invesco WilderHill Clean Energy ETF
$691,602$406,908 142.9%21,9000.5%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$685,519$1,825 -0.3%9,7680.5%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$681,246$118,813 -14.9%5,1260.5%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$659,411$3,624 0.6%4,5490.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$658,689$1,238 0.2%2,1280.5%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$647,249$4,838 0.8%13,1100.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$582,168$2,059 0.4%1,9790.4%Finance
Republic Services, Inc. stock logo
RSG
Republic Services
$567,814$20,811 -3.5%2,5920.4%Business Services
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$567,111$96,293 20.5%14,3820.4%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$560,178$343,561 -38.0%8,2210.4%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$559,364$76,017 15.7%4,9890.4%ETF
FEDERATED HERMES MDT LARGE CAP VALUE ETF
$537,585$275,156 104.8%17,0640.4%UIE
T. Rowe Price Growth Stock ETF stock logo
TGRW
T. Rowe Price Growth Stock ETF
$536,1920.0%13,2400.4%ETF
VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock logo
CDC
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
$535,267$3,072 0.6%7,4930.4%Manufacturing
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$533,318$1,282 0.2%3,7440.4%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$523,886$3,396 0.7%11,4160.4%ETF
iShares Latin America 40 ETF stock logo
ILF
iShares Latin America 40 ETF
$517,846$517,846 New Holding14,5790.4%ETF
VICTORYSHARES FREE CASH FLOW GROWTH ETF
$517,802$36,605 7.6%19,6910.4%UIE
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$514,344$9,750 1.9%9,0740.4%ETF
RTX Corporation stock logo
RTX
RTX
$513,224$1,736 0.3%2,6600.4%Aerospace
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$505,324$1,925 0.4%3,4120.3%ETF
Janus Henderson Short Duration Income ETF stock logo
VNLA
Janus Henderson Short Duration Income ETF
$486,730$3,714 0.8%9,9610.3%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$473,052$2,884 0.6%2,7880.3%Energy
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$463,453$963 0.2%1,4440.3%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$414,466$249 0.1%1,6650.3%ETF
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$407,926$31,271 8.3%8,7400.3%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$387,686$1,362 0.4%1,4230.3%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$386,841$368 0.1%1,0520.3%ETF
XMVM
Invesco S&P MidCap Value with Momentum ETF
$383,595$2,410 0.6%5,8900.3%ETF
Fulton Financial Corporation stock logo
FULT
Fulton Financial
$366,9130.0%18,0390.3%Finance
nVent Electric PLC stock logo
NVT
nVent Electric
$317,226$316,989 134,000.0%2,6820.2%Computer and Technology
iShares U.S. Tech Independence Focused ETF stock logo
IETC
iShares U.S. Tech Independence Focused ETF
$314,722$124,086 -28.3%3,5610.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$314,303$28,991 10.2%1,0950.2%Computer and Technology
NRG Energy, Inc. stock logo
NRG
NRG Energy
$310,564$98,211 46.2%2,1250.2%Utilities
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$303,084$1,291 0.4%1,6440.2%ETF
Western Digital Corporation stock logo
WDC
Western Digital
$298,018$81,204 37.5%1,1010.2%Computer and Technology
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$285,930$261,109 1,051.9%3,5480.2%ETF
Phibro Animal Health Corporation stock logo
PAHC
Phibro Animal Health
$285,676$285,676 New Holding5,1650.2%Medical
Vistra Corp. stock logo
VST
Vistra
$282,556$180,301 -39.0%1,8790.2%Utilities
Chevron Corporation stock logo
CVX
Chevron
$263,012$1,655 0.6%1,2710.2%Energy
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$248,731$25,346 11.3%7360.2%Computer and Technology
ESCO Technologies Inc. stock logo
ESE
ESCO Technologies
$245,636$245,636 New Holding8730.2%Industrials
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$245,312$1,409 0.6%4,0040.2%ETF
abrdn Physical Precious Metals Basket Shares ETF stock logo
GLTR
abrdn Physical Precious Metals Basket Shares ETF
$245,185$245,185 New Holding1,1210.2%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$245,133$25,632 11.7%1,2050.2%Computer and Technology
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$244,244$235,460 2,680.6%8,0080.2%ETF
Visa Inc. stock logo
V
Visa
$215,1940.0%7120.1%Business Services
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$204,801$99,303 94.1%2,4130.1%ETF
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$195,8120.0%9410.1%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data