What does Comprehensive Financial Planning, Inc./PA hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Financial Planning, Inc./PA filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

JANUS HENDERSON AAA CLO ETF

$9M172K6.0%

NVIDIA CORP

$7M43K5.2%

APPLE INC

$7M29K5.0%

VANGUARD S&P 500 ETF

$5M9K3.7%

INVESCO S&P 500 TOP 50 ETF

$5M92K3.5%

ISHARES CORE S&P 500 ETF

$5M7K3.2%

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