§ 13F · FUND PROFILE
Comprehensive Financial Planning, Inc./PA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $127.0T (13F)Positions · 337Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JAAA | JANUS HENDERSON AAA CLO ETF | 170K | $8.6T | 5.7% | +1% |
| 2 | AAPL | APPLE INC | 30K | $8.1T | 5.4% | +2% |
| 3 | NVDA | NVIDIA CORP | 41K | $7.7T | 5.1% | +12% |
| 4 | MSFT | MICROSOFT CORP | 12K | $5.6T | 3.7% | +4% |
| 5 | XLG | INVSC S P 500 TOP 50 ETF | 95K | $5.6T | 3.7% | +3% |
| 6 | VOO | VANGUARD S&P 500 ETF | 9K | $5.5T | 3.7% | +1% |
| 7 | META | META PLATFORMS INC CLASS A | 8K | $5.0T | 3.3% | −23% |
| 8 | IVV | ISHARES CORE S&P 500 ETF | 6K | $4.3T | 2.9% | +5% |
| 9 | JGRO | JPMORGAN ACTIVE GROWTH ETF | 36K | $3.3T | 2.2% | +3% |
| 10 | AMZN | AMAZON.COM INC | 14K | $3.2T | 2.1% | +3% |
§ 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 $127007.3 trillion in assets. The fund runs a broad portfolio of 337 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed