Comprehensive Financial Planning, Inc./PA

CIK

2044855

Location

EAST PETERSBURG, PA

Portfolio Value

Small $169,384,848

Diversification

Diversified

Filing Date

Global Rank

#6,708 / 8,827 ▲ 411 · as of Jun 2026

Top Industry

Semiconductors 31.3%

Period ended 38 days ago

Filed Oct 27, 2026 · 11d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 53.1%, 27.0 effective positions, active share 67.1% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

18.9% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.3 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 67.1%; sector active share 48.7% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

398 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

11.3%

+0.9 pts

Top 5

34.9%

+1.9 pts

Top 10

55.7%

+2.6 pts

HHI

415

Diversified+45

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	57.9%	$98,044,831	213
Technology	29.8%	$50,395,200	48
Communication Services	3.5%	$5,937,242	14
Consumer Cyclical	2.6%	$4,476,961	13
Financial Services	2.0%	$3,392,379	25
Industrials	1.6%	$2,766,867	25
Consumer Defensive	1.4%	$2,433,892	13
Energy	0.6%	$943,883	8
Healthcare	0.3%	$570,344	20
Utilities	0.2%	$316,669	5
Basic Materials	0.0%	$82,146	10
Real Estate	0.0%	$24,434	4

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FLCV	Federated Hermes MDT Large Cap Value ETF	+56,642	87,665	$3,155,501
CRWD	CrowdStrike Holdings, Inc.	+13,161	17,663	$4,676,279
QTRHF	Quarterhill Inc.	+5,555	14,404	$29,096
JIVE	JPMorgan International Value ETF	+3,259	42,814	$4,076,749
XMMO	Victory Portfolios II	+2,343	13,311	$0
GLD	Spdr Gold Trust	+2,239	2,287	$870,981
MRVL	Marvell Technology, Inc.	+1,808	1,810	$478,220
TCAF	T. Rowe Price Capital Appreciation Equity ETF	+1,437	34,417	$1,454,806
PLTR	Palantir Technologies Inc.	+1,369	16,543	$3,094,368
WDC	Western Digital Corp	+1,032	4,273	$1,941,907
SMCI	Super Micro Computer, Inc.	+1,003	2,475	$101,648
MU	Micron Technology Inc	+920	7,336	$7,813,646
AMD	Advanced Micro Devices Inc	+873	3,559	$2,177,253
SCHD	Schwab U.S. Dividend Equity ETF	+705	76,591	$2,491,505
PSFF	Pacer Swan SOS Fund of Funds ETF	+677	36,305	$1,274,668
DELL	Dell Technologies Inc.	+649	749	$402,924
AAPL	Apple Inc.	+590	29,154	$9,708,865
RDVI	FT Vest Rising Dividend Achievers Target Income ETF	+486	48,494	$1,352,012
VXUS	Vanguard Total International Stock ETF	+435	3,243	$275,525
SAMT	Strategas Macro Thematic Opportunities ETF	+422	22,390	$933,215
VFLO	VictoryShares Free Cash Flow ETF	+418	43,695	$2,236,747
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	+374	31,930	$3,104,873
SOXX	iShares Semiconductor ETF	+372	8,192	$4,658,298
MGV	VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND	+363	5,054	$814,148
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	+289	16,134	$988,368
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−24,616	11,494	$0
FFTY	Sageworth Trust Co	−12,704	361	$0
FULT	Fulton Financial Corp	−9,956	3,855	$86,968
IAT	iShares U.S. Regional Banks ETF	−4,944	670	$38,337
SPMO	Invesco Ltd.	−4,148	521	$0
AVEM	Avantis Emerging Markets Equity ETF	−3,703	226	$21,248
XTL	State Street(R) SPDR(R) S&P(R) Telecom ETF	−2,837	2,565	$520,669
NVT	nVent Electric plc	−2,169	2	$320
JTEK	JPMorgan U.S. Tech Leaders ETF	−2,106	8	$841
XSMO	Victory Portfolios II	−1,836	481	$0
AVDE	Avantis International Equity ETF	−1,768	1,001	$90,200
SMH	VanEck Semiconductor ETF	−1,521	700	$426,300
NRG	Nrg Energy, Inc.	−1,408	787	$75,276
TCHP	T. Rowe Price Blue Chip Growth ETF	−1,102	62,531	$3,214,718
ENBP	ENB Financial Corp	−871	1,007	$28,498
JAAA	Janus Henderson AAA CLO ETF	−704	173,363	$8,749,630
JSI	Janus Henderson Securitized Income ETF	−607	13,633	$680,559
MAGS	Roundhill Magnificent Seven ETF	−540	20,280	$1,453,873
AGG	iShares Core U.S. Aggregate Bond ETF	−445	59	$5,577
BE	Bloom Energy Corp	−415	1,096	$303,570
UBER	Uber Technologies, Inc	−406	644	$44,120
IETC	iShares U.S. Tech Independence Focused ETF	−365	3,199	$365,165
BALT		−315	59,255	$2,070,962
VST	Vistra Corp.	−277	1,467	$202,959
UBND	VictoryShares Core Plus Bond ETF	−228	468	$9,666
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
GDX	VanEck Gold Miners ETF	4,238	$372,096
SIL	Global X Silver Miners ETF	4,223	$363,220
GPIQ	Goldman Sachs Nasdaq-100 Premium Income ETF	5,028	$291,523
TWLO	Twilio Inc	986	$288,365
ANET	Arista Networks, Inc.	1,238	$252,044
ASX	ASE Technology Holding Co., Ltd.	5,627	$250,176
JELH	Janus Henderson Equity Linked High Income ETF	8,268	$212,570
HNGE	Hinge Health, Inc.	1,343	$130,593
SKHY	SK hynix Inc.	302	$55,613
ETHA	iShares Ethereum Trust ETF	382	$7,685
FETH	Fidelity Ethereum Fund	289	$7,678
LLY	ELI LILLY & Co	3	$3,471
STRF	Strategy Inc	32	$3,311
URA	Global X Uranium ETF	62	$2,470
MSTR	Strategy Inc	16	$2,449
UFO	Procure Space ETF	41	$1,734
GUNR	FlexShares Morningstar Global Upstream Natural Resources Index Fund	29	$1,529
TCAI	Tortoise AI Infrastructure ETF	30	$1,407
URNM		29	$1,376
CRAK	VanEck Oil Refiners ETF	20	$1,266
MARA	MARA Holdings, Inc.	99	$1,121
FSM	Fortuna Mining Corp.	40	$449
MAXI	Simplify Bitcoin Strategy ETF	23	$345
ZETA	Zeta Global Holdings Corp.	10	$315
MAXJ	iShares Large Cap Max Buffer Jun ETF	10	$294
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AVLV	Avantis U.S. Large Cap Value ETF	15,278	$1,393,506
PBW	Victory Portfolios II	22,119	$862,862
—		4,730	$782,247
WQTM	WisdomTree Quantum Computing Fund	20,551	$777,033
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	16,080	$693,691
ENVA	Enova International, Inc.	1,940	$467,016
BELFB	Bel Fuse Inc	1,392	$463,591
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
APH	Amphenol Corp	2,226	$392,488
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
SNEX	StoneX Group Inc.	1,237	$146,584
TSCO	Tractor Supply Co	825	$26,078
BX	Blackstone Inc.	200	$23,534
SOFI	SoFi Technologies, Inc.	1,000	$17,930
BAI	BlackRock ETF Trust	335	$17,661
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	122	$13,306
—		313	$10,679
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

398 tracked positions · $169,384,848 total · filing declares 428 positions · $187,552,386 · as of Sep 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 398 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	42,600	+177	$9,728,988	+14.6%	5.74%
AAPL	Apple Inc. Technology	Added	29,154	+590	$9,708,865	+17.5%	5.73%
JAAA	Janus Henderson AAA CLO ETF	Reduced	173,363	-704	$8,749,630	−0.4%	5.17%
MU	Micron Technology Inc Technology	Added	7,336	+920	$7,813,646	+5.5%	4.61%
VOO	VANGUARD 500 INDEX FUND	Added	9,050	+19	$6,342,783	+2.3%	3.74%
IVV	iShares Core S&P 500 ETF	Added	7,330	+46	$5,613,680	+2.9%	3.31%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	17,663	+13,161	$4,676,279	+36.1%	2.76%
SOXX	iShares Semiconductor ETF	Added	8,192	+372	$4,658,298	−7.0%	2.75%
META	Meta Platforms, Inc. Communication Services	Reduced	5,977	-11	$4,334,400	+28.5%	2.56%
JIVE	JPMorgan International Value ETF	Added	42,814	+3,259	$4,076,749	+12.1%	2.41%
MSFT	Microsoft Corp Technology	Added	7,718	+122	$3,958,562	+39.7%	2.34%
JGRO	JPMorgan Active Growth ETF	Added	38,342	+176	$3,703,070	−1.6%	2.19%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,394	+138	$3,337,115	+5.6%	1.97%
SPY	Spdr S&P 500 ETF Trust	Added	4,374	+126	$3,335,743	+5.2%	1.97%
TCHP	T. Rowe Price Blue Chip Growth ETF	Reduced	62,531	-1,102	$3,214,718	+0.9%	1.90%
FLCV	Federated Hermes MDT Large Cap Value ETF	Added	87,665	+56,642	$3,155,501	+183.7%	1.86%
IVW	iShares S&P 500 Growth ETF	Added	22,180	+19	$3,155,326	+3.5%	1.86%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Added	31,930	+374	$3,104,873	+2.9%	1.83%
PLTR	Palantir Technologies Inc. Technology	Added	16,543	+1,369	$3,094,368	+74.8%	1.83%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	79,918	+42	$2,871,453	+6.2%	1.70%
SNDK	Sandisk Corp Technology	Added	1,646	+259	$2,863,858	−9.2%	1.69%
IGM	iShares Expanded Tech Sector ETF	Reduced	14,818	-12	$2,504,834	+3.3%	1.48%
SCHD	Schwab U.S. Dividend Equity ETF	Added	76,591	+705	$2,491,505	+3.5%	1.47%
TSPA	T. Rowe Price U.S. Equity Research ETF	Added	47,699	+283	$2,301,953	+2.1%	1.36%
VFLO	VictoryShares Free Cash Flow ETF	Added	43,695	+418	$2,236,747	+13.0%	1.32%
AMD	Advanced Micro Devices Inc Technology	Added	3,559	+873	$2,177,253	+39.5%	1.29%
COST	Costco Wholesale Corp Consumer Defensive	Added	2,292	+17	$2,086,499	−2.0%	1.23%
BALT		Reduced	59,255	-315	$2,070,962	+1.4%	1.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	4,149	0	$2,065,994	−0.5%	1.22%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,731	-3	$2,020,311	+0.3%	1.19%
WDC	Western Digital Corp Technology	Added	4,273	+1,032	$1,941,907	−6.2%	1.15%
TCAF	T. Rowe Price Capital Appreciation Equity ETF	Added	34,417	+1,437	$1,454,806	+7.3%	0.86%
MAGS	Roundhill Magnificent Seven ETF	Reduced	20,280	-540	$1,453,873	+8.6%	0.86%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	11,122	+21	$1,397,701	+5.3%	0.83%
RDVI	FT Vest Rising Dividend Achievers Target Income ETF	Added	48,494	+486	$1,352,012	−4.2%	0.80%
PSFF	Pacer Swan SOS Fund of Funds ETF	Added	36,305	+677	$1,274,668	+4.3%	0.75%
FPX	First Trust US Equity Opportunities ETF	Added	7,001	+8	$1,247,438	−13.5%	0.74%
VO	VANGUARD MID-CAP INDEX FUND	Added	14,119	+241	$1,107,211	−1.0%	0.65%
JCPB	JPMorgan Core Plus Bond ETF	Reduced	24,642	-117	$1,103,468	−5.1%	0.65%
GOOGL	Alphabet Inc. Communication Services	Added	3,116	+1	$1,072,153	−3.7%	0.63%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,903	-17	$1,030,013	−16.1%	0.61%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	5,135	+3	$1,005,176	+2.8%	0.59%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Added	16,134	+289	$988,368	+1.5%	0.58%
SAMT	Strategas Macro Thematic Opportunities ETF	Added	22,390	+422	$933,215	−11.0%	0.55%
WM	Waste Management Inc Industrials	Reduced	4,572	-85	$932,322	−10.2%	0.55%
GLD	Spdr Gold Trust	Added	2,287	+2,239	$870,981	+4825.8%	0.51%
MGV	VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND	Added	5,054	+363	$814,148	+6.2%	0.48%
VLU	State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF	Added	3,279	+13	$783,648	+0.7%	0.46%
AVGO	Broadcom Inc. Technology	Reduced	2,181	-20	$765,945	−7.9%	0.45%
DGRO	iShares Core Dividend Growth ETF	Added	9,884	+46	$745,154	−0.1%	0.44%

Showing the top 50 of 398 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.