DOSSIER · 13F-HR · Q2 2026

Comprehensive Financial Planning, Inc./PA

$188M in tracked AUM across 427 positions as of Q2 2026.

CF
CIK 0002044855 · last filed Jun 30, 2026
Total AUM
$188M
as of Q2 2026
Holdings
427
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Comprehensive Financial Planning, Inc./PA filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
JAAA
JANUS HENDERSON AAA CLO ETF
$9M174K4.7%
02
NVDA
NVIDIA CORP
$8M42K4.5%
03
AAPL
APPLE INC
$8M29K4.4%
04
MU
MICRON TECHNOLOGY INC
$7M6K3.9%
05
VOO
VANGUARD S&P 500 ETF
$6M9K3.3%
06
XLG
INVESCO S&P 500 TOP 50 ETF
$6M93K3.0%
07
IVV
ISHARES CORE S&P 500 ETF
$5M7K2.9%
08
SOXX
ISHARES SEMICONDUCTOR ETF
$5M8K2.7%
09
JGRO
JPMORGAN ACTIVE GROWTH ETF
$4M38K2.0%
10
JIVE
JPMORGAN INTERNATIONAL VALUE ETF
$4M40K1.9%

Filing history

2026Q2Jun 30
$188M 29.9%
427 positionsView →
2026Q1Mar 31
$144M 4.5%
387 positionsView →
2025Q4Dec 31
$151M 3.6%
415 positionsView →
2025Q3Sep 30
$146M 14.9%
347 positionsView →
2025Q2Jun 30
$127M 23.5%
337 positionsLocked
2025Q1Mar 31
$103M 13.2%
330 positionsLocked
2024Q4Dec 31
$118M
361 positionsLocked