Comprehensive Financial Planning, Inc./Pa Portfolio Holdings

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025

Comprehensive Financial Planning, Inc./Pa has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $146 Billion distributed in 347 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $8.58B, Apple Inc. with a value of $7.45B, Meta Platforms, Inc. with a value of $7.3B, Nvidia Corp with a value of $6.93B, and Microsoft Corp with a value of $5.8B.

Examining the 13F form we can see an increase of $18.9B in the current position value, from $127B to 146B.

Comprehensive Financial Planning, Inc./Pa is based out at East Petersburg, PA

Below you can find more details about Comprehensive Financial Planning, Inc./Pa portfolio as well as his latest detailed transactions.

Portfolio value $146 Billion
ETFs: $72 Billion
Technology: $27.4 Billion
Communication Services: $8.36 Billion
Consumer Cyclical: $4.9 Billion
Financial Services: $3.73 Billion
Industrials: $3.46 Billion
Consumer Defensive: $2.26 Billion
Utilities: $788 Million
Other: $1.56 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.58 Billion 5.88% of portfolio
169,046
Q3 2025 Reduced 0.44%
$0
$5.33 Billion 3.66% of portfolio
8,712
Q3 2025 Added 0.4%
$0
$5.3 Billion 3.63% of portfolio
92,167
Q3 2025 Added 0.75%
$0
$4.02 Billion 2.76% of portfolio
6,012
Q3 2025 Added 2.73%
$0
$2.69 Billion 1.84% of portfolio
54,953
Q3 2025 Added 26.56%
$0
$2.56 Billion 1.76% of portfolio
3,848
Q3 2025 Added 1.5%
$0
$2.41 Billion 1.65% of portfolio
27,091
Q3 2025 Added 8.26%
$0
$2.4 Billion 1.64% of portfolio
19,878
Q3 2025 Added 17.06%
$0
$2.38 Billion 1.63% of portfolio
74,573
Q3 2025 Added 26.81%
$0
$2.11 Billion 1.44% of portfolio
3,507
Q3 2025 Added 1.3%
$0
$1.97 Billion 1.35% of portfolio
59,939
Q3 2025 Added 1.95%
$0
$1.83 Billion 1.25% of portfolio
7,390
Q3 2025 Added 3.04%
$0
$1.78 Billion 1.22% of portfolio
47,662
Q3 2025 Added 55.42%
$0
$1.73 Billion 1.18% of portfolio
6,374
Q3 2025 Added 7.02%
$0
$1.71 Billion 1.17% of portfolio
62,600
Q3 2025 Added 0.55%
$0
$1.66 Billion 1.14% of portfolio
39,677
Q3 2025 Added 6.19%
$0
$1.29 Billion 0.89% of portfolio
9,575
Q3 2025 Added 2.71%
$0
$1.14 Billion 0.78% of portfolio
6,864
Q3 2025 Added 0.22%
$0
$1.12 Billion 0.77% of portfolio
23,624
Q3 2025 Added 29.56%
$0
$1.07 Billion 0.73% of portfolio
33,738
Q3 2025 New
$0
$1.06 Billion 0.72% of portfolio
1,413
Q3 2025 Added 0.07%
$0
$1.01 Billion 0.69% of portfolio
17,605
Q3 2025 Added 3.31%
$0
$963 Million 0.66% of portfolio
13,320
Q3 2025 Added 0.24%
$0
$899 Million 0.62% of portfolio
3,061
Q3 2025 Added 0.36%
$0
$879 Million 0.6% of portfolio
2,694
Q3 2025 Added 0.48%
$0
$830 Million 0.57% of portfolio
2,946
Q3 2025 Added 14.67%
$0
$822 Million 0.56% of portfolio
4,199
Q3 2025 Added 15.52%
$0
$797 Million 0.55% of portfolio
4,203
Q3 2025 Added 1.08%
$0
$699 Million 0.48% of portfolio
12,969
Q3 2025 Added 12.27%
$0
$682 Million 0.47% of portfolio
3,342
Q3 2025 Added 0.45%
$0
$663 Million 0.45% of portfolio
9,735
Q3 2025 Reduced 4.07%
$0
$616 Million 0.42% of portfolio
4,476
Q3 2025 Added 7.65%
$0
$603 Million 0.41% of portfolio
13,240
Q1 2025 Added 2,307.27%
$0
$540 Million 0.37% of portfolio
4,457
Q3 2025 Added 1.23%
$0
$542 Million 0.37% of portfolio
3,724
Q3 2025 Added 0.3%
$24.1B
$539 Million 0.37% of portfolio
12,710
Q3 2025 Added 37.45%
$0
$508 Million 0.35% of portfolio
5,828
Q3 2025 Added 14.66%
$0
$505 Million 0.35% of portfolio
4,959
Q3 2025 Added 3.46%
$0
$492 Million 0.34% of portfolio
7,366
Q3 2025 Added 0.85%
$0
$493 Million 0.34% of portfolio
10,340
Q3 2025 Reduced 20.49%
$0
$497 Million 0.34% of portfolio
8,700
Q3 2025 Added 6.28%
$0
$480 Million 0.33% of portfolio
9,729
Q3 2025 Added 1.25%
$0
$455 Million 0.31% of portfolio
1,663
Q3 2025 Added 0.12%
$0
$443 Million 0.3% of portfolio
3,142
Q3 2025 Added 0.61%
$0
$423 Million 0.29% of portfolio
11,113
Q3 2025 Added 0.24%
$0
$423 Million 0.29% of portfolio
1,050
Q3 2025 Added 0.1%
$0
$392 Million 0.27% of portfolio
1,195
Q3 2025 Added 0.17%
$0
$374 Million 0.26% of portfolio
7,569
Q3 2025 Added 3.01%
$0
$359 Million 0.25% of portfolio
5,828
Q3 2025 Added 0.5%

Summary

  • Portfolio
  • No. of Stocks 347
  • Current Value $146 Billion
  • Prior Value $127 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 21 stocks
  • Additional Purchases 131 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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