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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.5B
$28.3 Million 0.02% of portfolio
627
Q3 2025 Added 1.13%
$0
$28.1 Million 0.02% of portfolio
383
Q4 2024 New
$0
$31.2 Million 0.02% of portfolio
519
Q3 2025 Reduced 8.47%
$0
$36 Million 0.02% of portfolio
515
Q3 2025 Added 0.59%
$0
$24.4 Million 0.02% of portfolio
245
Q3 2025 Reduced 0.41%
$0
$22.8 Million 0.02% of portfolio
304
Q2 2025 Added 1.67%
$193B
$10.9 Million 0.01% of portfolio
95
Q2 2025 Added 5.56%
$0
$12.5 Million 0.01% of portfolio
80
Q4 2024 New
$0
$8.38 Million 0.01% of portfolio
288
Q3 2025 Reduced 58.26%
$0
$13.4 Million 0.01% of portfolio
195
Q4 2024 New
Ishares Ai Invatn And Tec Act ETF
-
$11.2 Million 0.01% of portfolio
-
Q1 2025 Reduced 63.69%
$96.4B
$12.9 Million 0.01% of portfolio
104
Q4 2024 New
$118B
$10.3 Million 0.01% of portfolio
42
Q3 2025 New
$52.1B
$21.8 Million 0.01% of portfolio
1,823
Q3 2025 Added 1.33%
$0
$7.65 Million 0.01% of portfolio
341
Q4 2024 New
$11.6B
$15.2 Million 0.01% of portfolio
1,975
Q3 2025 Reduced 34.17%
Sandisk Corp
-
$18.6 Million 0.01% of portfolio
-
Q1 2025 New
$0
$12.8 Million 0.01% of portfolio
151
Q4 2024 New
$279B
$18.7 Million 0.01% of portfolio
181
Q2 2025 Added 0.56%
$67.3B
$17.9 Million 0.01% of portfolio
64
Q2 2025 Added 1.59%
$1.2B
$8.5 Million 0.01% of portfolio
140
Q2 2025 Added 0.72%
$29B
$14.5 Million 0.01% of portfolio
500
Q4 2024 New
$197B
$9.21 Million 0.01% of portfolio
45
Q4 2024 New
$0
$16.7 Million 0.01% of portfolio
120
Q3 2025 Added 0.84%
$0
$20.5 Million 0.01% of portfolio
342
Q4 2024 New
$0
$11.8 Million 0.01% of portfolio
150
Q4 2024 New
$0
$9.11 Million 0.01% of portfolio
38
Q4 2024 New
$0
$8.4 Million 0.01% of portfolio
113
Q3 2025 New
$177B
$7.53 Million 0.01% of portfolio
41
Q4 2024 New
$0
$13.5 Million 0.01% of portfolio
112
Q4 2024 New
$0
$11 Million 0.01% of portfolio
222
Q3 2025 Reduced 96.7%
$0
$14.2 Million 0.01% of portfolio
325
Q3 2025 Added 0.31%
$0
$17.2 Million 0.01% of portfolio
602
Q2 2025 Added 0.17%
$4.24B
$13.5 Million 0.01% of portfolio
500
Q4 2024 New
$0
$7.53 Million 0.01% of portfolio
53
Q4 2024 New
$114B
$13.3 Million 0.01% of portfolio
116
Q4 2024 New
$141B
$13 Million 0.01% of portfolio
511
Q3 2025 Added 0.79%
$51.1B
$11.6 Million 0.01% of portfolio
129
Q4 2024 New
$2.32B
$9.89 Million 0.01% of portfolio
1,500
Q4 2024 New
$94.5B
$11 Million 0.01% of portfolio
32
Q4 2024 New
$10.4B
$10.1 Million 0.01% of portfolio
150
Q4 2024 New
Lam Resh Corp
-
$16.1 Million 0.01% of portfolio
-
Q4 2024 New
$0
$12.7 Million 0.01% of portfolio
107
Q3 2025 Reduced 88.99%
$130B
$17.1 Million 0.01% of portfolio
48
Q2 2025 Reduced 95.98%
$0
$7.76 Million 0.01% of portfolio
44
Q2 2025 Reduced 95.99%
$0
$17.3 Million 0.01% of portfolio
85
Q1 2025 Added 39.34%
$86.7B
$9.26 Million 0.01% of portfolio
15
Q4 2024 New
$0
$7.45 Million 0.01% of portfolio
22
Q4 2024 New
$0
$13.6 Million 0.01% of portfolio
122
Q4 2024 New

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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