Comprehensive Financial Planning, Inc./PA

CIK

2044855

Location

EAST PETERSBURG, PA

Portfolio Value

Micro $77,914,333

Diversification

Diversified

Filing Date

Global Rank

#6,600 / 8,710 ▲ 578

Top Industry

Semiconductors 28.6%

Period ended 3 months ago

Filed Aug 10, 2026 · 41d

7 quarters · since Dec 2024

Portfolio Concentration

223 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.9%

+1.2 pts

Top 5

39.7%

+3.9 pts

Top 10

59.8%

+6.3 pts

HHI

496

Diversified+103

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	56.0%	$43,665,776	45
Unclassified	11.9%	$9,276,690	20
Industrials	7.5%	$5,875,924	39
Communication Services	6.5%	$5,044,310	16
Consumer Cyclical	5.9%	$4,595,739	16
Financial Services	5.6%	$4,386,557	25
Consumer Defensive	3.2%	$2,470,565	13
Healthcare	1.4%	$1,093,382	22
Energy	1.0%	$755,433	8
Utilities	0.8%	$647,129	5
Basic Materials	0.1%	$76,984	10
Real Estate	0.0%	$25,844	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+34,657	36,110	$3,309,120
XRP	Bitwise XRP ETF	+3,700	4,702	$54,825
WDC	Western Digital Corp	+2,140	3,241	$2,070,091
VXUS	Vanguard Total International Stock ETF	+2,015	2,808	$240,055
MU	Micron Technology Inc	+1,835	6,416	$7,405,924
AMD	Advanced Micro Devices Inc	+1,481	2,686	$1,560,324
KHC	Kraft Heinz Co	+1,400	1,456	$34,390
SNDK	Sandisk Corp	+1,159	1,387	$3,153,663
SPY	Spdr S&P 500 ETF Trust	+342	4,248	$3,172,278
META	Meta Platforms, Inc.	+163	5,988	$3,372,980
CWST	Casella Waste Systems Inc	+100	300	$29,091
AVGO	Broadcom Inc.	+73	2,201	$831,427
NRG	Nrg Energy, Inc.	+70	2,195	$320,601
GOOGL	Alphabet Inc.	+40	4,211	$1,500,456
CRWD	CrowdStrike Holdings, Inc.	+38	4,502	$3,435,656
JPM	Jpmorgan Chase & Co	+37	2,016	$659,897
ET	Energy Transfer LP	+21	1,271	$24,301
XOM	ExxonMobil Holdings Corp	+17	2,805	$383,499
F	Ford Motor Co	+17	1,880	$26,132
MDY	Spdr S&P Midcap 400 ETF Trust	+13	226	$158,954
RTX	RTX Corp	+11	2,671	$506,768
MO	Altria Group, Inc.	+9	363	$26,117
CVX	Chevron Corp	+7	1,278	$211,841
RSG	Republic Services, Inc.	+7	2,599	$553,794
BMY	Bristol Myers Squibb Co	+6	646	$37,222
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAPR	Innovator U.S. Equity Buffer ETF - April	−37,296	32	$1,704
VB	Vanguard Morningstar Small-Cap ETF	−16,088	194	$58,805
SLV	iShares Silver Trust	−8,172	49	$2,620
FULT	Fulton Financial Corp	−4,228	13,811	$334,088
PAAS	Pan American Silver Corp	−1,255	81	$3,627
GLTR	abrdn Precious Metals Basket ETF Trust	−991	130	$23,549
BIV	Vanguard Intermediate-Term Bond ETF	−709	37	$2,837
UBER	Uber Technologies, Inc	−685	1,050	$75,768
NEM	NEWMONT Corp /DE/	−596	41	$3,829
NVT	nVent Electric plc	−511	2,171	$368,223
CPNG	Coupang, Inc.	−350	40	$694
NVDA	Nvidia Corp	−339	42,423	$8,488,418
TSLA	Tesla, Inc.	−269	2,920	$1,228,152
WM	Waste Management Inc	−210	4,657	$1,037,952
LYV	Live Nation Entertainment, Inc.	−172	511	$93,569
PLTR	Palantir Technologies Inc.	−165	15,174	$1,770,350
FSK	FS KKR Capital Corp	−139	44	$462
VST	Vistra Corp.	−135	1,744	$276,650
MSFT	Microsoft Corp	−111	7,596	$2,833,459
NOW	ServiceNow, Inc.	−100	1,324	$131,446
VIG	Vanguard Dividend Appreciation ETF	−76	181	$42,828
BRK-B	Berkshire Hathaway Inc	−50	4,149	$2,076,118
AMZN	Amazon Com Inc	−50	13,256	$3,159,435
AAPL	Apple Inc.	−38	28,564	$8,265,279
COST	Costco Wholesale Corp /New	−27	2,275	$2,128,194
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp /De/	2,226	$784,976
ENVA	Enova International, Inc.	1,940	$467,016
BELFA	Bel Fuse Inc /Nj	1,392	$463,591
BE	Bloom Energy Corp	1,511	$457,379
ATRO	Astronics Corp	5,547	$450,749
PDFS	Pdf Solutions Inc	5,952	$421,342
XMTR	Xometry, Inc.	4,288	$413,877
MTZ	Mastec Inc	982	$408,570
DY	Dycom Industries Inc	758	$383,237
BTSG	BrightSpring Health Services, Inc.	5,378	$375,061
RBC	RBC Bearings INC	569	$366,470
FROG	JFrog Ltd	3,997	$363,247
FIX	Comfort Systems USA Inc	175	$346,841
OSCR	Oscar Health, Inc.	10,832	$308,928
SPCX	Space Exploration Technologies Corp	896	$153,090
SNEX	StoneX Group Inc.	1,237	$146,584
DELL	Dell Technologies Inc.	100	$43,146
CPB	CAMPBELL'S Co	1,400	$31,178
ASML	Asml Holding NV	15	$29,841
DG	Dollar General Corp	95	$10,935
CSCO	Cisco Systems, Inc.	80	$9,396
FN	Fabrinet	6	$3,372
DAL	Delta Air Lines, Inc.	24	$2,247
VEEV	Veeva Systems Inc	10	$1,774
MRVL	Marvell Technology, Inc.	2	$595
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ABI	VictoryShares Pioneer Asset-Based Income ETF	214,637	$11,611,951
JA	Janus Henderson AA-A CLO ETF	196,326	$9,890,902
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	82,882	$5,557,841
FNDA	Schwab Fundamental U.S. Small Company ETF	166,202	$4,908,384
TACN	T. Rowe Price Active Core International Equity ETF	105,474	$4,368,126
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	32,184	$2,791,218
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	62,077	$2,077,406
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	11,262	$1,998,626
IVZ	Invesco Ltd.	8,577	$1,955,980
ACSG	American Century Small Cap Growth Insights ETF	20,572	$1,675,752
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	21,717	$1,586,102
AFK	VanEck Africa Index ETF	3,707	$1,421,263
EDV	Vanguard World Funds Extended Duration ETF	8,941	$1,393,853
AAAP	Pacer Barings CLO Market Flex ETF	38,579	$1,271,923
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	7,684	$1,169,221
BKF	iShares MSCI BIC ETF	6,513	$1,130,715
—		6,464	$693,587
STT	State Street Corp	13,110	$647,240
AIRR	First Trust RBA American Industrial Renaissance ETF	14,627	$590,028
FCSH	Federated Hermes Short Duration Corporate ETF	17,064	$537,567
VIGI	Vanguard International Dividend Appreciation ETF	3,563	$519,547
AGNG	Global X Funds Global X Aging Population ETF	9,702	$471,674
—		1,709	$422,659
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	3,561	$314,721
PAHC	Phibro Animal Health Corp	5,165	$285,676
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

223 tracked positions · $77,914,333 total · filing declares 427 positions · $187,552,386 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 223 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	42,423	-339	$8,488,418	+13.8%	10.89%
AAPL	Apple Inc. Technology	Reduced	28,564	-38	$8,265,279	+13.9%	10.61%
MU	Micron Technology Inc Technology	Added	6,416	+1,835	$7,405,924	+378.5%	9.51%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	4,502	+38	$3,435,656	+97.1%	4.41%
META	Meta Platforms, Inc. Communication Services	Added	5,988	+163	$3,372,980	+1.2%	4.33%
		Added	36,110	+34,657	$3,309,120	+2896.2%	4.25%
SPY	Spdr S&P 500 ETF Trust	Added	4,248	+342	$3,172,278	+24.9%	4.07%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,256	-50	$3,159,435	+14.0%	4.06%
SNDK	Sandisk Corp Technology	Added	1,387	+1,159	$3,153,663	+2077.1%	4.05%
MSFT	Microsoft Corp Technology	Reduced	7,596	-111	$2,833,459	−0.7%	3.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,275	-27	$2,128,194	−7.2%	2.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,149	-50	$2,076,118	+3.2%	2.66%
WDC	Western Digital Corp Technology	Added	3,241	+2,140	$2,070,091	+595.1%	2.66%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,734	-14	$2,013,317	+26.9%	2.58%
PLTR	Palantir Technologies Inc. Technology	Reduced	15,174	-165	$1,770,350	−21.1%	2.27%
AMD	Advanced Micro Devices Inc Technology	Added	2,686	+1,481	$1,560,324	+536.5%	2.00%
GOOGL	Alphabet Inc. Communication Services	Added	4,211	+40	$1,500,456	+25.2%	1.93%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,920	-269	$1,228,152	+3.6%	1.58%
WM	Waste Management Inc Industrials	Reduced	4,657	-210	$1,037,952	−7.2%	1.33%
AVGO	Broadcom Inc. Technology	Added	2,201	+73	$831,427	+26.2%	1.07%
APH	Amphenol Corp /De/ Technology	NEW	2,226	NEW	$784,976	NEW	1.01%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,016	+37	$659,897	+13.4%	0.85%
ALAB	Astera Labs, Inc. Technology	Held	1,186	0	$572,861	+340.7%	0.74%
RSG	Republic Services, Inc. Industrials	Added	2,599	+7	$553,794	−2.4%	0.71%
RTX	RTX Corp Industrials	Added	2,671	+11	$506,768	−1.2%	0.65%
ENVA	Enova International, Inc. Financial Services	NEW	1,940	NEW	$467,016	NEW	0.60%
BELFA	Bel Fuse Inc /Nj Technology	NEW	1,392	NEW	$463,591	NEW	0.60%
BE	Bloom Energy Corp Industrials	NEW	1,511	NEW	$457,379	NEW	0.59%
ATRO	Astronics Corp Industrials	NEW	5,547	NEW	$450,749	NEW	0.58%
PDFS	Pdf Solutions Inc Technology	NEW	5,952	NEW	$421,342	NEW	0.54%
XMTR	Xometry, Inc. Industrials	NEW	4,288	NEW	$413,877	NEW	0.53%
MTZ	Mastec Inc Industrials	NEW	982	NEW	$408,570	NEW	0.52%
XOM	ExxonMobil Holdings Corp Energy	Added	2,805	+17	$383,499	−18.9%	0.49%
DY	Dycom Industries Inc Industrials	NEW	758	NEW	$383,237	NEW	0.49%
BTSG	BrightSpring Health Services, Inc. Healthcare	NEW	5,378	NEW	$375,061	NEW	0.48%
NVT	nVent Electric plc Industrials	Reduced	2,171	-511	$368,223	+16.1%	0.47%
RBC	RBC Bearings INC Industrials	NEW	569	NEW	$366,470	NEW	0.47%
FROG	JFrog Ltd Technology	NEW	3,997	NEW	$363,247	NEW	0.47%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	736	0	$351,491	+41.3%	0.45%
FIX	Comfort Systems USA Inc Industrials	NEW	175	NEW	$346,841	NEW	0.45%
FULT	Fulton Financial Corp Financial Services	Reduced	13,811	-4,228	$334,088	−8.9%	0.43%
NRG	Nrg Energy, Inc. Utilities	Added	2,195	+70	$320,601	+3.2%	0.41%
OSCR	Oscar Health, Inc. Healthcare	NEW	10,832	NEW	$308,928	NEW	0.40%
VST	Vistra Corp. Utilities	Reduced	1,744	-135	$276,650	−2.1%	0.36%
ARM	Arm Holdings PLC /Uk Technology	Added	701	+1	$248,553	+134.7%	0.32%
V	Visa Inc. Financial Services	Added	713	+1	$244,623	+13.7%	0.31%
VXUS	Vanguard Total International Stock ETF	Added	2,808	+2,015	$240,055	+292.6%	0.31%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	941	0	$231,693	+18.3%	0.30%
CVX	Chevron Corp Energy	Added	1,278	+7	$211,841	−19.4%	0.27%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	226	+13	$158,954	+21.0%	0.20%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.