Comprehensive Financial Planning, Inc./PA

Name: Comprehensive Financial Planning, Inc./PA 13F Holdings
Creator: 13F Insight

$144M in tracked AUM across 387 positions as of Q1 2026.

CIK 0002044855 · last filed Mar 31, 2026

Total AUM

$144M

as of Q1 2026

Holdings

387

—

positions

Whale Score

tracked

Activity

—

no data

changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

Loading holdings…

Filing history loading…