Comprehensive Financial Planning, Inc./PA
Comprehensive Financial Planning, Inc./PA reported 427 positions worth $187.6M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: JAAA (4.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JAAA | SH | $8.8M | 4.69% | 174,067 | — | — | |
| ▸ 2 | NVDA | SH | $8.5M | 4.53% | 42,423 | — | — | |
| ▸ 3 | AAPL | SH | $8.3M | 4.41% | 28,564 | — | — | |
| ▸ 4 | MU | SH | $7.4M | 3.95% | 6,416 | — | — | |
| ▸ 5 | VOO | SH | $6.2M | 3.31% | 9,031 | — | — | |
| ▸ 6 | XLG | SH | $5.7M | 3.03% | 92,770 | — | — | |
| ▸ 7 | IVV | SH | $5.5M | 2.91% | 7,284 | — | — | |
| ▸ 8 | SOXX | SH | $5.0M | 2.67% | 7,820 | — | — | |
| ▸ 9 | JGRO | SH | $3.8M | 2.01% | 38,166 | — | — | |
| ▸ 10 | JIVE | SH | $3.6M | 1.94% | 39,555 | — | — |
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Frequently Asked Questions
What stocks does Comprehensive Financial Planning, Inc./PA hold as of Q2 2026?
Comprehensive Financial Planning, Inc./PA reported 427 positions worth $187.6M in its Q2 2026 13F filing. Largest positions: JAAA (4.7%), NVDA (4.5%), AAPL (4.4%), MU (3.9%) and VOO (3.3%).
What did Comprehensive Financial Planning, Inc./PA buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Comprehensive Financial Planning, Inc./PA sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.