Comprehensive Financial Planning, Inc./PA: 13F holdings
CIK 20448552026Q2
| Positions | 427 |
|---|
| Reported value | $187.6m |
|---|
| Filed | 2026-08-10 |
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Change since last quarter
| Positions | 427 (+40 vs prior quarter) |
|---|
| Reported value | $187.6m (+29.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JAAA JANUS HENDERSON AAA CLO ETF | 174,067 | $8.8m | 4.7% |
| NVDA NVIDIA CORP | 42,423 | $8.5m | 4.5% |
| AAPL APPLE INC | 28,564 | $8.3m | 4.4% |
| MU MICRON TECHNOLOGY INC | 6,416 | $7.4m | 3.9% |
| VOO VANGUARD S&P 500 ETF | 9,031 | $6.2m | 3.3% |
| XLG INVESCO S&P 500 TOP 50 ETF | 92,770 | $5.7m | 3.0% |
| IVV ISHARES CORE S&P 500 ETF | 7,284 | $5.5m | 2.9% |
| SOXX ISHARES SEMICONDUCTOR ETF | 7,820 | $5.0m | 2.7% |
| JGRO JPMORGAN ACTIVE GROWTH ETF | 38,166 | $3.8m | 2.0% |
| JIVE JPMORGAN INTERNATIONAL VALUE ETF | 39,555 | $3.6m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2044855")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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