§ 13F · FUND PROFILE
Comprehensive Financial Planning, Inc./PA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $146M (13F)Positions · 347Turnover · — · Q1Filed · Apr 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JAAA | JANUS HENDERSON AAA CLO ETF | 172K | $9M | 6.0% | +1% |
| 2 | NVDA | NVIDIA CORP | 43K | $7M | 5.2% | +3% |
| 3 | AAPL | APPLE INC | 29K | $7M | 5.0% | −4% |
| 4 | VOO | VANGUARD S&P 500 ETF | 9K | $5M | 3.7% | +1% |
| 5 | XLG | INVESCO S&P 500 TOP 50 ETF | 92K | $5M | 3.5% | −3% |
| 6 | IVV | ISHARES CORE S&P 500 ETF | 7K | $5M | 3.2% | +11% |
| 7 | META | META PLATFORMS INC CLASS CLASS A | 6K | $3M | 2.3% | −24% |
| 8 | JIVE | JPMORGAN INTERNATIONAL VALUE ETF | 38K | $3M | 2.2% | +38% |
| 9 | JGRO | JPMORGAN ACTIVE GROWTH ETF | 36K | $3M | 2.1% | +1% |
| 10 | MSFT | MICROSOFT CORP | 8K | $3M | 2.0% | −34% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COMPREHENSIVE SIGNAL
AC read
Comprehensive Financial Planning, Inc./PA is a Other fund managing $146 million in assets. The fund runs a broad portfolio of 347 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed