Comprehensive Financial Planning, Inc
$185M 13F equity value
461 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Comprehensive Financial Planning, Inc covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORP | 42,600 | $10M | 5.2% |
| AAPL | APPLE INC | 29,154 | $10M | 5.2% |
| JAAA | JANUS HENDERSON AAA CLO ETF | 173,363 | $9M | 4.7% |
| MU | MICRON TECHNOLOGY INC | 7,336 | $8M | 4.2% |
| VOO | VANGUARD S&P 500 ETF | 9,050 | $6M | 3.4% |
| XLG | INVESCO S&P 500 TOP 50 ETF | 92,585 | $6M | 3.2% |
| IVV | ISHARES CORE S&P 500 ETF | 7,330 | $6M | 3.0% |
| CRWD | CROWDSTRIKE HLDGS INC CLASS CLASS A | 17,663 | $5M | 2.5% |
| SOXX | ISHARES SEMICONDUCTOR ETF | 8,192 | $5M | 2.5% |
| META | META PLATFORMS INC CLASS A | 5,977 | $4M | 2.3% |
Track Comprehensive Financial Planning, Inc's 13F portfolio: $185M in reported holdings, 461 positions. Top holdings and quarterly changes on SentiSense.
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