Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Comprehensive Financial Planning, Inc./PA (CIK 2044855) reported $187.6M across 427 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JAAA ($8.8M, 4.69%), NVDA ($8.5M, 4.53%), AAPL ($8.3M, 4.41%), MU ($7.4M, 3.95%), VOO ($6.2M, 3.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JAAA | JANUS HENDERSON AAA CLO ETF | $8.8M | 4.69% | 174,067 | Added |
| 2 | NVDA | NVIDIA CORP | $8.5M | 4.53% | 42,423 | Trimmed |
| 3 | AAPL | APPLE INC | $8.3M | 4.41% | 28,564 | Trimmed |
| 4 | MU | MICRON TECHNOLOGY INC | $7.4M | 3.95% | 6,416 | Added |
| 5 | VOO | VANGUARD S&P 500 ETF | $6.2M | 3.31% | 9,031 | Added |
| 6 | XLG | INVESCO S&P 500 TOP 50 ETF | $5.7M | 3.03% | 92,770 | Added |
| 7 | IVV | ISHARES CORE S&P 500 ETF | $5.5M | 2.91% | 7,284 | Added |
| 8 | SOXX | ISHARES SEMICONDUCTOR ETF | $5.0M | 2.67% | 7,820 | Added |
| 9 | JGRO | JPMORGAN ACTIVE GROWTH ETF | $3.8M | 2.01% | 38,166 | Added |
| 10 | JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $3.6M | 1.94% | 39,555 | Added |
| 11 | CRWD | CROWDSTRIKE HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES | $3.4M | 1.83% | 4,502 | Added |
| 12 | META | META PLATFORMS INC CLASS A | $3.4M | 1.80% | 5,988 | Added |
| 13 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $3.3M | 1.76% | 36,110 | New |
| 14 | TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | $3.2M | 1.70% | 63,633 | Hold |
| 15 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | $3.2M | 1.69% | 4,248 | Added |
| 16 | SNDK | SANDISK CORP | $3.2M | 1.68% | 1,387 | Added |
| 17 | AMZN | AMAZON.COM INC | $3.2M | 1.68% | 13,256 | Trimmed |
| 18 | IVW | ISHARES S&P 500 GROWTH ETF | $3.0M | 1.63% | 22,161 | Added |
| 19 | DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $3.0M | 1.61% | 31,556 | Added |
| 20 | MSFT | MICROSOFT CORP | $2.8M | 1.51% | 7,596 | Trimmed |
| 21 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2.7M | 1.44% | 79,876 | Trimmed |
| 22 | IGM | ISHARES EXPANDED TECH SECTOR ETF | $2.4M | 1.29% | 14,830 | Trimmed |
| 23 | SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $2.4M | 1.28% | 75,886 | Added |
| 24 | QQQM | INVESCO NASDAQ 100 ETF | $2.4M | 1.27% | 7,861 | Trimmed |
| 25 | TSPA | T. ROWE PRICE US EQUITY RESEARCH ETF | $2.3M | 1.20% | 47,416 | Added |
Source: SEC Form 13F filings · as of 2026-06-30