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 $144.4M across 382 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JAAA ($8.7M, 6.00%), NVDA ($7.5M, 5.16%), AAPL ($7.3M, 5.03%), VOO ($5.3M, 3.67%), XLG ($5.0M, 3.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JAAA | JANUS HENDERSON AAA CLO ETF | $8.7M | 6.00% | 171,955 | Added |
| 2 | NVDA | NVIDIA CORP | $7.5M | 5.16% | 42,762 | Added |
| 3 | AAPL | APPLE INC | $7.3M | 5.03% | 28,602 | Trimmed |
| 4 | VOO | VANGUARD S&P 500 ETF | $5.3M | 3.67% | 8,861 | Added |
| 5 | XLG | INVESCO S&P 500 TOP 50 ETF | $5.0M | 3.48% | 92,005 | Trimmed |
| 6 | IVV | ISHARES CORE S&P 500 ETF | $4.6M | 3.19% | 7,046 | Added |
| 7 | META | META PLATFORMS INC CLASS CLASS A | $3.3M | 2.31% | 5,825 | Trimmed |
| 8 | JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $3.2M | 2.23% | 37,516 | Added |
| 9 | JGRO | JPMORGAN ACTIVE GROWTH ETF | $3.1M | 2.13% | 36,393 | Added |
| 10 | MSFT | MICROSOFT CORP | $2.9M | 1.98% | 7,707 | Trimmed |
| 11 | TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | $2.8M | 1.95% | 63,633 | Added |
| 12 | AMZN | AMAZON.COM INC | $2.8M | 1.92% | 13,306 | Trimmed |
| 13 | DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $2.7M | 1.89% | 31,130 | Added |
| 14 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | $2.5M | 1.76% | 3,906 | Added |
| 15 | IVW | ISHARES S&P 500 GROWTH ETF | $2.5M | 1.73% | 22,097 | Added |
| 16 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2.4M | 1.65% | 81,897 | Added |
| 17 | COST | COSTCO WHSL CORP NEW | $2.3M | 1.59% | 2,302 | Trimmed |
| 18 | SOXX | ISHARES SEMICONDUCTOR ETF | $2.3M | 1.57% | 6,907 | Added |
| 19 | PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | $2.2M | 1.55% | 15,339 | Added |
| 20 | BALT | INNOVATOR DEFINED WEALTHSHIELD ETF | $2.1M | 1.44% | 62,077 | Added |
| 21 | BRK/B | BERKSHIRE HATHAWAY CLASS B | $2.0M | 1.39% | 4,199 | Added |
| 22 | QQQM | INVESCO NASDAQ 100 ETF | $1.9M | 1.33% | 8,107 | Added |
| 23 | SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $1.8M | 1.24% | 58,283 | Added |
| 24 | IGM | ISHARES EXPANDED TECH SECTOR ETF | $1.8M | 1.24% | 15,111 | Added |
| 25 | CRWD | CROWDSTRIKE HLDGS INC CLASS A | $1.7M | 1.21% | 4,464 | Added |
Source: SEC Form 13F filings · as of 2026-03-31