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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 $185.41 million in total holdings as of September 30, 2026.
  • Comprehensive Financial Planning, Inc./Pa owns shares of 403 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
  • Approximately 8.08% of the portfolio was purchased this quarter.
  • About 9.64% of the portfolio was sold this quarter.
  • This quarter, Comprehensive Financial Planning, Inc./Pa has purchased 427 new stocks and bought additional shares in 115 stocks.
  • Comprehensive Financial Planning, Inc./Pa sold shares of 71 stocks and completely divested from 62 stocks this quarter.

Largest Holdings

NVIDIA
$9,729,167
Apple
$9,709,015

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HLDGS CORP
$458,929 Holding
92189F106 - VanEck Gold Miners ETF
$372,157 Holding
37954Y848 - Global X Silver Miners ETF
$363,258 Holding
38149W630 - GOLDMAN SACHS NASDAQ-100PREMIUM INCOME ETF
$291,530 Holding
90138F102 - Twilio
$288,379 Holding

Largest Purchases this Quarter

CrowdStrike
13,161 shares (about $3.48M)
FEDERATED HERMES MDT LARGE CAP VALUE ETF
56,642 shares (about $2.04M)
Micron Technology
920 shares (about $979.91K)
SPDR Gold Shares
2,239 shares (about $852.72K)
Advanced Micro Devices
873 shares (about $534.16K)

Largest Sales this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF
24,616 shares (about $2.26M)
VanEck Semiconductor ETF
1,521 shares (about $926.29K)
Invesco S&P 500 Momentum ETF
4,148 shares (about $628.92K)
SPDR S&P Telecom ETF
2,837 shares (about $575.95K)
CAPFORCE IBD 50 ETF
12,704 shares (about $442.21K)

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
NVIDIA Corporation stock logo
NVDA
NVIDIA
$9,729,167$40,424 ▲0.4%42,6005.2%Technology
Apple Inc. stock logo
AAPL
Apple
$9,709,015$196,485 ▲2.1%29,1545.2%Technology
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$8,749,655$35,531 ▼-0.4%173,3634.7%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$7,813,701$979,908 ▲14.3%7,3364.2%Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,342,787$13,316 ▲0.2%9,0503.4%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$5,889,378$11,768 ▼-0.2%92,5853.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,614,305$35,233 ▲0.6%7,3303.0%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$4,676,279$3,484,375 ▲292.3%17,6632.5%Technology
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$4,658,382$211,538 ▲4.8%8,1922.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,334,421$7,977 ▼-0.2%5,9772.3%Communication Services
JPMORGAN INTERNATIONAL VALUE ETF
$4,076,788$310,325 ▲8.2%42,8142.2%UIE
Microsoft Corporation stock logo
MSFT
Microsoft
$3,958,562$62,574 ▲1.6%7,7182.1%Technology
JPMorgan Active Growth ETF stock logo
JGRO
JPMorgan Active Growth ETF
$3,703,166$16,999 ▲0.5%38,3422.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,337,115$34,383 ▲1.0%13,3941.8%Consumer Discretionary
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,336,149$96,103 ▲3.0%4,3741.8%ETF
T. Rowe Price Blue Chip Growth ETF stock logo
TCHP
T. Rowe Price Blue Chip Growth ETF
$3,214,718$56,654 ▼-1.7%62,5311.7%ETF
FEDERATED HERMES MDT LARGE CAP VALUE ETF
$3,155,534$2,038,850 ▲182.6%87,6651.7%UIE
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$3,155,392$2,703 ▲0.1%22,1801.7%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$3,104,877$36,368 ▲1.2%31,9301.7%ETF
PALANTIR TECHNOLOGIES INCLASS CLASS A
$3,094,529$256,085 ▲9.0%16,5431.7%COM
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$2,871,487$1,509 ▲0.1%79,9181.5%ETF
SANDISK CORP
$2,864,225$450,689 ▲18.7%1,6461.5%COM
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$2,504,936$2,029 ▼-0.1%14,8181.4%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,491,517$22,934 ▲0.9%76,5911.3%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$2,418,635$23,763 ▲1.0%7,9391.3%ETF
T. Rowe Price U.S. Equity Research ETF stock logo
TSPA
T. Rowe Price U.S. Equity Research ETF
$2,301,960$13,658 ▲0.6%47,6991.2%ETF
VictoryShares Free Cash Flow ETF stock logo
VFLO
VictoryShares Free Cash Flow ETF
$2,236,749$21,397 ▲1.0%43,6951.2%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,177,651$534,164 ▲32.5%3,5591.2%Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,086,881$15,479 ▲0.7%2,2921.1%Consumer Staples
Innovator Defined Wealth Shield ETF stock logo
BALT
Innovator Defined Wealth Shield ETF
$2,070,972$11,009 ▼-0.5%59,2551.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,065,9940.0%4,1491.1%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,020,761$2,220 ▼-0.1%2,7311.1%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$1,953,433$343,843 ▲21.4%13,3111.1%ETF
Western Digital Corporation stock logo
WDC
Western Digital
$1,941,963$469,016 ▲31.8%4,2731.0%Technology
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,598,173$265 ▲0.0%6,0330.9%ETF
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$1,454,812$60,742 ▲4.4%34,4170.8%ETF
ROUNDHILL MAGNIFICENT SEVEN ETF
$1,453,885$38,713 ▼-2.6%20,2800.8%UIE
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$1,397,731$2,639 ▲0.2%11,1220.8%ETF
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$1,352,013$13,550 ▲1.0%48,4940.7%ETF
PSFF
Pacer Swan SOS Fund of Funds ETF
$1,274,689$23,770 ▲1.9%36,3050.7%ETF
First Trust US Equity Opportunities ETF stock logo
FPX
First Trust US Equity Opportunities ETF
$1,247,505$1,426 ▲0.1%7,0010.7%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,107,223$18,899 ▲1.7%14,1190.6%ETF
JPMORGAN CORE PLUS BOND ETF
$1,103,476$5,239 ▼-0.5%24,6420.6%UIE
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,072,418$344 ▲0.0%3,1160.6%Communication Services
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$1,053,319$2,255,829 ▼-68.2%11,4940.6%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,030,013$6,032 ▼-0.6%2,9030.6%Consumer Discretionary
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,005,203$587 ▲0.1%5,1350.5%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,003,122$27,668 ▲2.8%4,8220.5%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$988,391$17,705 ▲1.8%16,1340.5%ETF
SAMT
Strategas Macro Thematic Opportunities ETF
$933,245$17,590 ▲1.9%22,3900.5%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$932,445$17,335 ▼-1.8%4,5720.5%Industrials
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$870,999$852,718 ▲4,664.6%2,2870.5%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$814,296$58,486 ▲7.7%5,0540.4%ETF
VLU
SPDR S&P 1500 Value Tilt ETF
$783,862$3,108 ▲0.4%3,2790.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$766,123$7,025 ▼-0.9%2,1810.4%Technology
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$745,229$3,468 ▲0.5%9,8840.4%ETF
JANUS HENDERSON SECURITIZED INCOME ETF
$680,592$30,303 ▼-4.3%13,6330.4%UIE
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$680,075$12,907 ▲1.9%2,0550.4%Finance
VICTORYSHARES FREE CASH FLOW GROWTH ETF
$660,149$2,238 ▲0.3%19,7590.4%UIE
T. Rowe Price Growth Stock ETF stock logo
TGRW
T. Rowe Price Growth Stock ETF
$641,5520.0%13,2400.3%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$625,923$1,663 ▲0.3%3,7640.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$598,218$20,589 ▲3.6%1,5980.3%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$594,019$1,656 ▼-0.3%11,1230.3%ETF
Republic Services, Inc. stock logo
RSG
Republic Services
$546,946$1,469 ▲0.3%2,6060.3%Industrials
VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock logo
CDC
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
$544,961$4,222 ▲0.8%7,6150.3%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$539,729$2,949 ▲0.5%3,4770.3%ETF
SPDR S&P Telecom ETF stock logo
XTL
SPDR S&P Telecom ETF
$520,733$575,953 ▼-52.5%2,5650.3%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$510,874$3,865 ▲0.8%12,9530.3%ETF
Janus Henderson Short Duration Income ETF stock logo
VNLA
Janus Henderson Short Duration Income ETF
$495,148$5,779 ▲1.2%10,1960.3%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$492,059$295 ▲0.1%1,6680.3%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$488,462$371 ▲0.1%5,2720.3%ETF
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$480,762$5,343 ▲1.1%7,3780.3%ETF
RTX Corporation stock logo
RTX
RTX
$478,563$17,456 ▼-3.5%2,5770.3%Industrials
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$478,293$477,764 ▲90,400.0%1,8100.3%Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$471,584$9,108 ▲2.0%8,3880.3%ETF
EXXONMOBIL HLDGS CORP
$458,929$458,929 ▲New Holding2,8190.2%COM
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$426,300$926,289 ▼-68.5%7000.2%ETF
Invesco S&P MidCap Value with Momentum ETF stock logo
XMVM
Invesco S&P MidCap Value with Momentum ETF
$414,746$2,023 ▲0.5%5,9460.2%ETF
ASTERA LABS INC
$405,153$17,089 ▼-4.0%1,1380.2%COM
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$403,183$349,353 ▲649.0%7490.2%Technology
ASML Holding N.V. stock logo
ASML
ASML
$385,914$358,737 ▲1,320.0%2130.2%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$383,590$9,888 ▲2.6%1,1250.2%Communication Services
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$372,157$372,157 ▲New Holding4,2380.2%ETF
iShares U.S. Tech Independence Focused ETF stock logo
IETC
iShares U.S. Tech Independence Focused ETF
$365,219$41,671 ▼-10.2%3,1990.2%ETF
Global X Silver Miners ETF stock logo
SIL
Global X Silver Miners ETF
$363,258$363,258 ▲New Holding4,2230.2%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$324,288$1,369 ▲0.4%1,6580.2%ETF
Bloom Energy Corporation stock logo
BE
Bloom Energy
$303,612$114,963 ▼-27.5%1,0960.2%Industrials
GOLDMAN SACHS NASDAQ-100PREMIUM INCOME ETF
$291,530$291,530 ▲New Holding5,0280.2%UIE
Twilio Inc. stock logo
TWLO
Twilio
$288,379$288,379 ▲New Holding9860.2%Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$281,469$54,287 ▼-16.2%6170.2%Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$275,526$36,958 ▲15.5%3,2430.1%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$266,7460.0%8,0080.1%ETF
Chevron Corporation stock logo
CVX
Chevron
$263,447$2,451 ▲0.9%1,2900.1%Energy
ARISTA NETWORKS INC
$252,162$252,162 ▲New Holding1,2380.1%COM
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$251,041$3,076 ▲1.2%4,0810.1%ETF
ASE Technology Holding Co., Ltd. stock logo
ASX
ASE Technology
$250,210$250,210 ▲New Holding5,6270.1%Technology
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$247,393$316 ▲0.1%7820.1%ETF
JANUS HENDERSON EQUITY LINKED HIGH INCOME ETF
$212,584$212,584 ▲New Holding8,2680.1%UIE
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$209,1460.0%9410.1%Finance
iShares Factors US Growth Style ETF stock logo
STLG
iShares Factors US Growth Style ETF
$208,976$12,789 ▼-5.8%2,4510.1%ETF

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