Comprehensive Financial Planning, Inc./PA
Comprehensive Financial Planning, Inc./PA reported 403 stocks worth $185M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are NVDA (5.3%), AAPL (5.2%) and JAAA (4.7%). Compared with Q2 2026, the fund opened new positions in XOM, GDX and SIL, added to NVDA, AAPL and MU, trimmed JAAA, XLG and META and sold out of AVLV, PBW and QTUM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $9.7M | 5.3% | 43K | +177 (+0%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $9.7M | 5.2% | 29K | +590 (+2%) | 8 of 8 | |
| 3 |  JAAA Janus Detroit Str TR | $8.7M | 4.7% | 173K | −704 (−0%) | 8 of 8 | |
| 4 |  MU Micron Technology Inc | $7.8M | 4.2% | 7,336 | +920 (+14%) | 6 of 8 | |
| 5 |  VOO Vanguard S&P 500 ETF | $6.3M | 3.4% | 9,050 | +19 (+0%) | 8 of 8 | |
| 6 |  XLG Invesco Exchange Traded FD T | $5.9M | 3.2% | 93K | −185 (−0%) | 8 of 8 | |
| 7 |  IVV Ishares TR | $5.6M | 3.0% | 7,330 | +46 (+1%) | 8 of 8 | |
| 8 |  CRWD Crowdstrike Hldgs Inc | $4.7M | 2.5% | 18K | +13K (+292%) | 8 of 8 | |
| 9 |  SOXX Ishares Semiconductor | $4.7M | 2.5% | 8,192 | +372 (+5%) | 8 of 8 | |
| 10 |  META Meta Platforms Inc | $4.3M | 2.3% | 5,977 | −11 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AVLV American Centy ETF TR | $1.4M | 15K |
 PBW Invesco Exchange Traded FD T | $863K | 22K |
 QTUM ETF Ser Solutions | $782K | 4,730 |
 WQTM Wisdomtree TR | $777K | 21K |
 SDVY First TR Exchange-Traded FD | $694K | 16K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Comprehensive Financial Planning, Inc./PA 13F FAQ
What does Comprehensive Financial Planning, Inc./PA own?
Comprehensive Financial Planning, Inc./PA reported 403 stocks worth $185M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are NVDA (5.3%), AAPL (5.2%) and JAAA (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Comprehensive Financial Planning, Inc./PA buy and sell in Q3 2026?
Compared with Q2 2026: 37 new positions, 108 added to, 68 trimmed and 61 sold out. New positions include XOM, GDX and SIL. It sold all of AVLV, PBW and QTUM.
When will Comprehensive Financial Planning, Inc./PA file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Comprehensive Financial Planning, Inc./PA's portfolio worth?
The Q3 2026 filing reports $185M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.