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Comprehensive Financial Planning

Latest statistics and disclosures from Comprehensive Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are JAAA, NVDA, AAPL, VOO, XLG, and represent 23.33% of Comprehensive Financial Planning's stock portfolio.
Added to shares of these 10 stocks: XTL, JIVE, ILF, IVV, PBW, MU, NVT, DGRW, PAHC, FLCV.
Started 38 new stock positions in MDYG, OPENL, SPSM, VCSH, SCHH, ET, OPEN, VDE, Invesco Qqq Equal Weightetf, CWST.
Reduced shares in these 10 stocks: MSFT, META, MAGS, BBP, CLS, QQQ, GDX, GLW, , IESC.
Sold out of its positions in AMLP, AMTM, AEP, APH, HACK, ADI, NLY, AGX, ANET, ADSK.
Comprehensive Financial Planning was a net buyer of stock by $453k.
Comprehensive Financial Planning has $144M in assets under management (AUM), dropping by -4.51%.
Central Index Key (CIK): 0002044855

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Portfolio Holdings for Comprehensive Financial Planning

Comprehensive Financial Planning holds 387 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Janus Henderson Aaa Clo Etf Uie (JAAA)	6.0	$8.7M		172k	50.37	View chart
NVIDIA Corporation (NVDA)	5.2	$7.5M	+3%	43k	174.40	View chart
Apple (AAPL)	5.0	$7.3M	-4%	29k	253.79	View chart
Vanguard S&p 500 Etf Uie (VOO)	3.7	$5.3M		8.9k	597.61	View chart
Invesco S&p 500 Top 50 Etf Uie (XLG)	3.5	$5.0M	-2%	92k	54.55	View chart
Ishares Core S&p 500 Etf Uie (IVV)	3.2	$4.6M	+11%	7.0k	653.23	View chart
Facebook Inc cl a (META)	2.3	$3.3M	-23%	5.8k	572.19	View chart
Jpmorgan International Value Etf Uie (JIVE)	2.2	$3.2M	+37%	38k	85.64	View chart
Jpmorgan Active Growth Etf Uie (JGRO)	2.1	$3.1M		36k	84.52	View chart
Microsoft Corporation (MSFT)	2.0	$2.9M	-33%	7.7k	370.17	View chart
T. Rowe Price Blue Chip Growth Etf Uie (TCHP)	1.9	$2.8M	+8%	64k	44.18	View chart
Amazon (AMZN)	1.9	$2.8M	-2%	13k	208.27	View chart
Wisdomtree U.s. Quality Dividend Growth Fund Uie (DGRW)	1.9	$2.7M	+11%	31k	87.84	View chart
State Street Spdr S&p 500 Etf Trust Uie (SPY)	1.8	$2.5M		3.9k	650.44	View chart
Ishares S&p 500 Growth Etf Uie (IVW)	1.7	$2.5M	+5%	22k	113.11	View chart
Schwab U.s. Large-cap Growth Etf Uie (SCHG)	1.7	$2.4M	+7%	82k	29.13	View chart
Costco Wholesale Corporation (COST)	1.6	$2.3M		2.3k	996.80	View chart
Ishares Semiconductor Etf Uie (SOXX)	1.6	$2.3M	+6%	6.9k	328.70	View chart
Palantir Technologies (PLTR)	1.6	$2.2M	+13%	15k	146.28	View chart
Innovator Defined Wealthshield Etf Uie (BALT)	1.4	$2.1M	+10%	62k	33.47	View chart
Berkshire Hathaway (BRK.B)	1.4	$2.0M		4.2k	479.20	View chart
Invesco Nasdaq 100 Etf Uie (QQQM)	1.3	$1.9M	+7%	8.1k	237.64	View chart
Ishares Expanded Tech Sector Etf Uie (IGM)	1.2	$1.8M	+3%	15k	118.51	View chart
Schwab U.s. Dividend Equity Etf Uie (SCHD)	1.2	$1.8M		58k	30.68	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	1.2	$1.7M		4.5k	390.41	View chart
T. Rowe Price Us Equity Research Etf Uie (TSPA)	1.2	$1.7M	+2%	42k	40.90	View chart
Victoryshares Free Cash Flow Etf Uie (VFLO)	1.2	$1.7M	-5%	43k	39.48	View chart
Invesco Qqq Tr Uie (QQQ)	1.1	$1.6M	-21%	2.7k	577.38	View chart
Micron Technology (MU)	1.1	$1.5M	+34%	4.6k	337.91	View chart
Invesco S & P Midcap Momentum Etf Uie (XMMO)	1.1	$1.5M	+8%	11k	145.03	View chart
Vaneck Semiconductor Etf Uie (SMH)	1.0	$1.4M	+19%	3.7k	383.40	View chart
Roundhill Magnificent Seven Etf Uie (MAGS)	0.9	$1.3M	-43%	22k	57.94	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Uie (RDVI)	0.9	$1.2M	+12%	49k	25.55	View chart
Jpmorgan Core Plus Bond Etf Uie (JCPB)	0.8	$1.2M	+6%	26k	47.08	View chart
Pacer Swan Sos Fund Of Funds Etf Uie (PSFF)	0.8	$1.2M	+9%	37k	32.04	View chart
Tesla Motors (TSLA)	0.8	$1.2M		3.2k	371.75	View chart
Innovator Ibd 50 Etf Uie (FFTY)	0.8	$1.2M	+18%	35k	33.41	View chart
Avantis Us Large Cap Value Etf Uie (AVLV)	0.8	$1.2M	+7%	14k	80.61	View chart
First Trust Us Equity Opportunities Etf Uie (FPX)	0.8	$1.2M	+10%	7.3k	158.83	View chart
State Street Spdr S&p Telecom Etf Uie (XTL)	0.8	$1.2M	NEW	6.1k	188.06	View chart
Waste Management (WM)	0.8	$1.1M		4.9k	229.81	View chart
Ishares U.s. Technology Etf Uie (IYW)	0.8	$1.1M	-2%	6.0k	181.43	View chart
T. Rowe Price Capital Appreciation Equity Etf Uie (TCAF)	0.7	$992k	+13%	28k	35.59	View chart
Vanguard Information Technology Index Fund Etf Shares Uie (VGT)	0.7	$988k		1.4k	698.15	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Uie (JEPQ)	0.7	$960k	+9%	17k	55.52	View chart
Vanguard Mid-cap Index Fund Etf Shares Uie (VO)	0.6	$918k	+3%	3.2k	287.26	View chart
Alphabet Inc Class A cs (GOOGL)	0.6	$885k	+19%	3.1k	287.56	View chart
Invesco S&p 500 Equal Weight Etf Uie (RSP)	0.6	$868k	+5%	4.5k	191.94	View chart
Janus Henderson Securitized Income Etf Uie (JSI)	0.5	$743k	-5%	14k	51.55	View chart
State Street Spdr S&p 1500 Value Tilt Etf Uie (VLU)	0.5	$715k		3.3k	214.99	View chart
Defiance Quantum Etf Uie (QTUM)	0.5	$694k	+19%	6.5k	107.30	View chart
Invesco Wilderhill Cleanenergy Etf Uie (PBW)	0.5	$692k	+142%	22k	31.58	View chart
Ishares Core Dividend Growth Etf Uie (DGRO)	0.5	$686k		9.8k	70.18	View chart
State Street Technology Select Sector Spdr Etf Uie (XLK)	0.5	$681k	-14%	5.1k	132.90	View chart
Vanguard Mega Cap Value Index Fund Etf Shares Uie (MGV)	0.5	$659k		4.5k	144.96	View chart
Broadcom (AVGO)	0.5	$659k		2.1k	309.53	View chart
State Street Financial Select Sector Spdr Etf Uie (XLF)	0.4	$647k		13k	49.37	View chart
JPMorgan Chase & Co. (JPM)	0.4	$582k		2.0k	294.17	View chart
Republic Services (RSG)	0.4	$568k	-3%	2.6k	219.06	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Uie (SDVY)	0.4	$567k	+20%	14k	39.43	View chart
Ishares Silver Trust Uie (SLV)	0.4	$560k	-38%	8.2k	68.14	View chart
Invesco S&p 500 Momentumetf Uie (SPMO)	0.4	$559k	+15%	5.0k	112.12	View chart
Federated Hermes Mdt Large Cap Value Etf Uie (FLCV)	0.4	$538k	+104%	17k	31.50	View chart
T. Rowe Price Growth Stock Etf Uie (TGRW)	0.4	$536k		13k	40.50	View chart
Victoryshares Us Eq Income Enh Vol Wtd Idx Etf Uie (CDC)	0.4	$535k		7.5k	71.44	View chart
Ishares Core S&p Total U.s. Stock Market Etf Uie (ITOT)	0.4	$533k		3.7k	142.45	View chart
State Street Utilities Select Sector Spdr Etf Uie (XLU)	0.4	$524k		11k	45.89	View chart
Ishares Latin America 40etf Uie (ILF)	0.4	$518k	NEW	15k	35.52	View chart
Victoryshares Free Cash Flow Growth Etf Uie (GFLW)	0.4	$518k	+7%	20k	26.30	View chart
Jpmorgan Equity Premium Income Etf Uie (JEPI)	0.4	$514k		9.1k	56.68	View chart
Raytheon Technologies Corp (RTX)	0.4	$513k		2.7k	192.94	View chart
Vanguard High Dividend Yield Index Fund Etf Shares Uie (VYM)	0.3	$505k		3.4k	148.10	View chart
Janus Henderson Short Duration Income Etf Uie (VNLA)	0.3	$487k		10k	48.86	View chart
Exxon Mobil Corporation (XOM)	0.3	$473k		2.8k	169.67	View chart
Vanguard Total Stock Market Index Fund Etf Shares Uie (VTI)	0.3	$464k		1.4k	320.95	View chart
Ishares Russell Top 200 Growth Etf Uie (IWY)	0.3	$415k		1.7k	248.93	View chart
Global X Artificial Intelligence & Technology Etf Uie (AIQ)	0.3	$408k	+8%	8.7k	46.67	View chart
Vanguard Health Care Index Fund Etf Shares Uie (VHT)	0.3	$388k		1.4k	272.44	View chart
Vanguard Mega Cap Growthindex Fund Etf Shares Uie (MGK)	0.3	$387k		1.1k	367.72	View chart
Invesco S & P Midcap Value With Momentum Etf Uie (XMVM)	0.3	$384k		5.9k	65.13	View chart
Fulton Financial (FULT)	0.3	$367k		18k	20.34	View chart
Nvent Elec Plc F Fgo (NVT)	0.2	$317k	+134000%	2.7k	118.28	View chart
Ishares U.s. Tech Independence Focused Etf Uie (IETC)	0.2	$315k	-28%	3.6k	88.38	View chart
Alphabet Inc Class C cs (GOOG)	0.2	$314k	+10%	1.1k	287.03	View chart
NRG Energy (NRG)	0.2	$311k	+46%	2.1k	146.15	View chart
Vanguard Mid-cap Value Index Fund Etf Shares Uie (VOE)	0.2	$303k		1.6k	184.36	View chart
Western Digital (WDC)	0.2	$298k	+37%	1.1k	270.68	View chart
Avantis Emerging Marketsequity Etf Uie (AVEM)	0.2	$286k	+1051%	3.5k	80.59	View chart
Phibro Animal Health Corporati*on Cmn Class A (PAHC)	0.2	$286k	NEW	5.2k	55.31	View chart
Vistra Energy (VST)	0.2	$283k	-38%	1.9k	150.38	View chart
Chevron Corporation (CVX)	0.2	$263k		1.3k	206.93	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM)	0.2	$249k	+11%	736.00	337.95	View chart
ESCO Technologies (ESE)	0.2	$246k	NEW	873.00	281.37	View chart
State Street Energy Select Sector Spdr Etf Uie (XLE)	0.2	$245k		4.0k	61.27	View chart
Abrdn Physical Precious Metals Basket Shares Etf Uie (GLTR)	0.2	$245k	NEW	1.1k	218.72	View chart
Advanced Micro Devices (AMD)	0.2	$245k	+11%	1.2k	203.43	View chart
Schwab U.s. Large-cap Value Etf Uie (SCHV)	0.2	$244k	+2680%	8.0k	30.50	View chart
Visa (V)	0.1	$215k		712.00	302.24	View chart
Avantis International Equity Etf Uie (AVDE)	0.1	$205k	+94%	2.4k	84.87	View chart
PNC Financial Services (PNC)	0.1	$196k		941.00	208.09	View chart
T. Rowe Price Dividend Growth Etf Uie (TDVG)	0.1	$191k		4.3k	44.63	View chart
Schwab International Equity Etf Uie (SCHF)	0.1	$178k	+583%	7.2k	24.75	View chart
Invesco S & P Smlcp Momentm Etf Uie (XSMO)	0.1	$177k	+37%	2.3k	76.02	View chart
Invesco S&p 500 Pure Value Etf Uie (RPV)	0.1	$157k		1.5k	107.46	View chart
Servicenow (NOW)	0.1	$149k	-55%	1.4k	104.55	View chart
Jpmorgan U.s. Tech Leaders Etf Uie (JTEK)	0.1	$147k	+284%	1.8k	79.54	View chart
Sandisk Corp (SNDK)	0.1	$145k	+37%	228.00	635.34	View chart
Vanguard Growth Index Fund Etf Shares Uie (VUG)	0.1	$137k		313.00	437.42	View chart
State Street Spdr S&p Midcap 400 Etf Trust Uie (MDY)	0.1	$132k		213.00	617.89	View chart
Astera Labs (ALAB)	0.1	$130k	-29%	1.2k	109.60	View chart
Victoryshares Core Plus Bond Etf Uie (UBND)	0.1	$129k	+422%	5.9k	21.78	View chart
Merck & Co (MRK)	0.1	$126k		1.0k	120.32	View chart
Uber Technologies (UBER)	0.1	$125k		1.7k	71.93	View chart
Schwab U.s. Small-cap Etf Uie (SCHA)	0.1	$124k	NEW	4.2k	29.08	View chart
Ishares Core Msci Total International Stock Etf Uie (IXUS)	0.1	$121k		1.4k	86.66	View chart
Coca-Cola Company (KO)	0.1	$118k		1.5k	76.07	View chart
Ishares Msci Usa Qualitygarp Etf Uie (GARP)	0.1	$116k		1.8k	63.97	View chart
Ishares Expanded Tech-software Sector Etf Uie (IGV)	0.1	$112k	-25%	1.4k	80.06	View chart
Valero Energy Corporation (VLO)	0.1	$111k		450.00	247.08	View chart
Ishares U.s. Small-cap Equity Factor Etf Uie (SMLF)	0.1	$110k		1.5k	75.53	View chart
Ishares Russell Top 200 Etf Uie (IWL)	0.1	$110k		684.00	160.70	View chart
Arm Hldgs Plc Equity A Funsponsored Adr 1 Adr Reps 1 Ord Adr (ARM)	0.1	$106k		700.00	151.28	View chart
State Street Communication Services Select Sector Spdr Etf Uie (XLC)	0.1	$104k		941.00	110.90	View chart
Live Nation Entertainment (LYV)	0.1	$104k	-13%	683.00	152.51	View chart
Ishares Msci Usa Momentum Factor Etf Uie (MTUM)	0.1	$104k		432.00	240.49	View chart
Ishares Global Energy Etf Uie (IXC)	0.1	$100k	+6%	1.7k	57.64	View chart
John Hancock Multifactormid Cap Etf Uie (JHMM)	0.1	$99k		1.5k	67.15	View chart
Waste Connections Inc F FGC (WCN)	0.1	$98k	-25%	600.00	162.44	View chart
Ishares Russell Mid-cap Etf Uie (IWR)	0.1	$97k		997.00	97.27	View chart
Schwab Emerging Markets Equity Etf Uie (SCHE)	0.1	$95k	NEW	2.9k	32.95	View chart
Vanguard S&p 500 Value Index Fund Etf Shares Uie (VOOV)	0.1	$84k		411.00	203.80	View chart
Vanguard Consumer Discretionary Index Fundetf Shares Uie (VCR)	0.1	$82k	-18%	227.00	359.24	View chart
Pepsi (PEP)	0.1	$80k		511.00	155.48	View chart
General Electric (GE)	0.1	$79k		278.00	283.77	View chart
Qualcomm (QCOM)	0.1	$77k		600.00	128.78	View chart
Innovator U.s. Equity Power Buffer Etf - July Uie (PJUL)	0.1	$76k	-2%	1.7k	45.97	View chart
Abbvie (ABBV)	0.1	$75k	-36%	346.00	217.66	View chart
Pan Amern Silver Corp F FGC (PAAS)	0.1	$73k		1.3k	54.63	View chart
Ishares Core U.s. Aggregate Bond Etf Uie (AGG)	0.0	$71k	-37%	719.00	99.27	View chart
Ishares Biotechnology Etf Uie (IBB)	0.0	$71k		419.00	168.87	View chart
Home Depot (HD)	0.0	$70k	-46%	211.00	329.55	View chart
Newmont Mining Corporation (NEM)	0.0	$69k		637.00	108.34	View chart
Vanguard Russell 2000 Index Fund Etf Shares Uie (VTWO)	0.0	$69k		687.00	100.18	View chart
Ishares Treasury Floating Rate Bond Etf Uie (TFLO)	0.0	$67k	-17%	1.3k	50.66	View chart
Pacer Us Cash Cows 100 Etf Uie (COWZ)	0.0	$65k		1.0k	62.58	View chart
Vanguard Large-cap Indexfund Etf Shares Uie (VV)	0.0	$64k		215.00	299.00	View chart
Ishares Russell 1000 Growth Etf Uie (IWF)	0.0	$62k		144.00	426.86	View chart
Invesco Qqq Equal Weightetf Uie	0.0	$62k	NEW	2.5k	24.43	View chart
Invesco S&p 500 Equal Weight Technology Etf Uie (RSPT)	0.0	$61k		1.4k	45.26	View chart
Vanguard Total International Stock Index Fund Etf Shares Uie (VXUS)	0.0	$61k		793.00	77.18	View chart
Ge Vernova (GEV)	0.0	$59k		68.00	872.90	View chart
Vanguard Small-cap Indexfund Etf Shares Uie (VB)	0.0	$59k	-9%	225.00	261.95	View chart
Lynas Rare Earths Ordf Ufo (LYSCF)	0.0	$59k		4.5k	13.09	View chart
Ishares Msci Usa Min Volfactor Etf Uie (USMV)	0.0	$59k		633.00	92.86	View chart
Schwab Short-term U.s. Treasury Etf Uie (SCHO)	0.0	$58k	-24%	2.4k	24.28	View chart
Ishares Core 40/60 Moderate Allocation Etf Uie (AOM)	0.0	$57k		1.2k	47.38	View chart
Vanguard Dividend Appreciation Index Fund Etf Shares Uie (VIG)	0.0	$55k	+43%	257.00	215.46	View chart
Ishares U.s. Financial Services Etf Uie (IYG)	0.0	$54k		650.00	82.91	View chart
Vanguard Mid-cap Growth Index Fund Etf Shares Uie (VOT)	0.0	$52k		200.00	257.35	View chart
Vanguard Mega Cap Index Fund Etf Shares Uie (MGC)	0.0	$51k		214.00	236.57	View chart
Global X Lithium & Battery Tech Etf Uie (LIT)	0.0	$47k		633.00	74.46	View chart
Vanguard Short-term Bondindex Fund Etf Shares Uie (BSV)	0.0	$47k		596.00	78.44	View chart
Enb Financial Corp Pa (ENBP)	0.0	$46k	-47%	1.9k	24.50	View chart
State Street Spdr Us Large Cap Low Volatilityindex Etf Uie (LGLV)	0.0	$46k		255.00	178.73	View chart
State Street Spdr Portfolio S&p 500 Etf Uie (SPYM)	0.0	$43k		559.00	76.54	View chart
State Street Spdr S&p Kensho New Economies Composite Etf Uie (KOMP)	0.0	$41k	NEW	703.00	58.48	View chart
State Street Spdr Dow Jones Industrial Averageetf Trust Uie (DIA)	0.0	$41k		87.00	466.26	View chart
Ishares Msci Acwi Ex U.s. Etf Uie (ACWX)	0.0	$40k		581.00	68.47	View chart
Columbia Research Enhanced Core Etf Uie (RECS)	0.0	$40k		1.0k	39.01	View chart
Wisdomtree U.s. Largecapdividend Fund Uie (DLN)	0.0	$40k		442.00	89.42	View chart
Bristol Myers Squibb (BMY)	0.0	$39k		640.00	60.67	View chart
Ishares S&p Mid-cap 400 Growth Etf Uie (IJK)	0.0	$38k		380.00	100.66	View chart
Timothy Plan Us Large/ Mid Cap Core Etf Uie (TPLC)	0.0	$38k		817.00	46.45	View chart
Ishares U.s. Tech Breakthrough Multisectoretf Uie (TECB)	0.0	$38k	NEW	678.00	55.48	View chart
Johnson & Johnson (JNJ)	0.0	$37k		152.00	245.93	View chart
Tractor Supply Company (TSCO)	0.0	$37k	-50%	825.00	45.30	View chart
Ishares Core 60/40 Balanced Allocation Etf Uie (AOR)	0.0	$37k		578.00	64.36	View chart
Aris Mng Corp F FGC (ARMN)	0.0	$37k	NEW	2.0k	18.57	View chart
Vanguard Value Index Fund Etf Shares Uie (VTV)	0.0	$37k		185.00	197.13	View chart
Ishares U.s. Regional Banks Etf Uie (IAT)	0.0	$36k	+37%	661.00	53.88	View chart
Principal Financial (PFG)	0.0	$34k	NEW	381.00	90.11	View chart
Super Micro Computer Inc Com Usd0.001 (SMCI)	0.0	$34k	-51%	1.5k	22.77	View chart
Altc Acquisition Corp (OKLO)	0.0	$33k	-18%	665.00	49.59	View chart
First Trust Large Cap Growth Alphadex Fund Uie (FTC)	0.0	$32k		209.00	154.14	View chart
Ishares U.s. Basic Materials Etf Uie (IYM)	0.0	$30k	NEW	171.00	176.42	View chart
General Motors Company (GM)	0.0	$30k		400.00	74.50	View chart
Invesco S&p Midcap Low Volatility Etf Uie (XMLV)	0.0	$30k		470.00	63.01	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Uie (SPMD)	0.0	$29k	+96%	698.00	41.26	View chart
T. Rowe Price Growth Etf Uie (TGRT)	0.0	$29k		731.00	39.32	View chart
Norfolk Southern (NSC)	0.0	$29k		100.00	287.00	View chart
Ishares S&p Mid-cap 400 Value Etf Uie (IJJ)	0.0	$28k		212.00	132.94	View chart
UnitedHealth (UNH)	0.0	$28k	-13%	102.00	271.68	View chart
Avantis Us Small Cap Value Etf Uie (AVUV)	0.0	$27k		246.00	110.87	View chart
Ishares Edge Msci Intl Value Factor Etf Uie (IVLU)	0.0	$27k	NEW	682.00	39.68	View chart
Ishares Core Msci Eafe Etf Uie (IEFA)	0.0	$27k	-41%	296.00	90.53	View chart
First Trust Long/short Equity Etf Uie (FTLS)	0.0	$26k	-19%	374.00	70.46	View chart
Lam Research (LRCX)	0.0	$26k		120.00	213.66	View chart
First Eagle Overseas Equity Etf Uie (FEOE)	0.0	$26k	+2004%	505.00	50.49	View chart
Ishares Russell 2000 Etf Uie (IWM)	0.0	$25k		98.00	249.72	View chart
Prologis Inc Reit Ret (PLD)	0.0	$24k		183.00	132.17	View chart
Energy Transfer MLP (ET)	0.0	$24k	NEW	1.3k	19.30	View chart
Schwab U.s. Mid-cap Etf Uie (SCHM)	0.0	$24k	NEW	779.00	30.96	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Uie (SPSM)	0.0	$24k	NEW	495.00	48.32	View chart
Ishares Transportation Average Etf Uie (IYT)	0.0	$24k		317.00	74.72	View chart
Altria (MO)	0.0	$23k	+32%	354.00	66.07	View chart
Ishares Msci Emerging Markets Etf Uie (EEM)	0.0	$23k	+556%	407.00	56.82	View chart
Netflix (NFLX)	0.0	$23k	-33%	240.00	96.15	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$23k	-13%	200.00	114.99	View chart
First Trust Nasdaq Technology Dividend Index Fund Uie (TDIV)	0.0	$23k		245.00	93.66	View chart
Wal-Mart Stores (WMT)	0.0	$23k		181.00	124.80	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Uie (VEA)	0.0	$22k		342.00	64.08	View chart
McDonald's Corporation (MCD)	0.0	$22k		70.00	312.97	View chart
Ford Motor Company (F)	0.0	$22k		1.9k	11.54	View chart
Advisorshares Focused Equity Etf Uie (CWS)	0.0	$21k		330.00	64.88	View chart
Square Inc cl a (XYZ)	0.0	$21k	-22%	350.00	60.18	View chart
Ishares U.s. Medical Devices Etf Uie (IHI)	0.0	$21k	-24%	390.00	53.41	View chart
Spdr Gold Shares Uie (GLD)	0.0	$21k		48.00	430.27	View chart
Ishares Core S&p Small-cap Etf Uie (IJR)	0.0	$20k	+48%	159.00	124.94	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Uie (HELO)	0.0	$19k	-93%	302.00	63.94	View chart
Ishares Msci World Etf Uie (URTH)	0.0	$19k		106.00	181.47	View chart
Bitwise Crypto Industry Innovators Etf Uie (BITQ)	0.0	$19k		1.0k	18.86	View chart
Travelers Companies (TRV)	0.0	$19k		64.00	293.61	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Uie (MDYG)	0.0	$19k	NEW	194.00	95.96	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Uie (MDYV)	0.0	$18k	NEW	216.00	85.15	View chart
Ishares Msci Eafe Etf Uie (EFA)	0.0	$18k	+320%	189.00	97.20	View chart
Ishares Russell 1000 Value Etf Uie (IWD)	0.0	$18k		85.00	213.66	View chart
State Street Health Careselect Sector Spdr Etf Uie (XLV)	0.0	$18k		120.00	147.08	View chart
Wisdomtree Artificial Intelligence And Innovation Fund Uie (WTAI)	0.0	$17k		612.00	28.26	View chart
Linde Plc F Fgo (LIN)	0.0	$17k		34.00	503.94	View chart
Palo Alto Networks (PANW)	0.0	$17k	-87%	106.00	160.31	View chart
Global X U.s. Infrastructure Development Etf Uie (PAVE)	0.0	$17k	-20%	329.00	50.89	View chart
Sofi Technologies (SOFI)	0.0	$16k		1.0k	15.88	View chart
Casella Waste Systems (CWST)	0.0	$16k	NEW	200.00	79.34	View chart
Parker-Hannifin Corporation (PH)	0.0	$15k		17.00	905.59	View chart
Applied Materials (AMAT)	0.0	$15k		45.00	341.78	View chart
Bitwise Xrp Etf Uie (XRP)	0.0	$15k		1.0k	15.03	View chart
Vanguard Russell 1000 Index Fund Etf Shares Uie (VONE)	0.0	$15k		51.00	295.12	View chart
Pacer Us Small Cap Cash Cows 100 Etf Uie (CALF)	0.0	$15k		328.00	44.88	View chart
Pfizer (PFE)	0.0	$15k		519.00	28.11	View chart
Sherwin-Williams Company (SHW)	0.0	$14k	NEW	44.00	325.98	View chart
Vanguard International High Dividend Yield Index Fund Etf Shares Uie (VYMI)	0.0	$14k		151.00	94.24	View chart
Dimensional U.s. Small Cap Etf Uie (DFAS)	0.0	$14k		195.00	71.13	View chart
Occidental Petroleum Corporation (OXY)	0.0	$14k		211.00	65.28	View chart
Duke Energy (DUK)	0.0	$14k		104.00	130.93	View chart
Vanguard Russell 2000 Value Index Fund Etf Shares Uie (VTWV)	0.0	$13k		80.00	167.21	View chart
Ishares Iboxx Investment Grade Corporate Bond Etf Uie (LQD)	0.0	$13k	-63%	122.00	108.98	View chart
Ligand Pharmaceuticals In (LGND)	0.0	$13k		66.00	199.64	View chart
Carnival Corp F Fgo (CCL)	0.0	$13k		500.00	25.88	View chart
Robinhood Mkts (HOOD)	0.0	$13k	-93%	185.00	69.30	View chart
Vanguard Short Term Cor Bd Etf Uie (VCSH)	0.0	$13k	NEW	159.00	79.26	View chart
Jpmorgan Ultra-short Income Etf Uie (JPST)	0.0	$13k		246.00	50.71	View chart
Vanguard Russell 1000 Growth Index Fund Etf Shares Uie (VONG)	0.0	$12k		112.00	109.69	View chart
Spotify Technology S A F Fgo (SPOT)	0.0	$12k	NEW	25.00	484.88	View chart
Hershey Company (HSY)	0.0	$12k		57.00	207.88	View chart
State Street Spdr S&p Health Care Equipment Etf Uie (XHE)	0.0	$12k		150.00	78.36	View chart
At&t (T)	0.0	$12k		400.00	28.99	View chart
Vertiv Holdings Llc vertiv holdings (VRT)	0.0	$12k	-32%	46.00	250.74	View chart
General Dynamics Corporation (GD)	0.0	$11k		32.00	349.72	View chart
Nasdaq Omx (NDAQ)	0.0	$11k		131.00	85.11	View chart
Ishares A.i. Innovation And Tech Active Etf Uie (BAI)	0.0	$11k		334.00	33.04	View chart
Innovator U.s. Equity Buffer Etf - July Uie (BJUL)	0.0	$11k		217.00	49.68	View chart
Proshares S&p 500 Dividend Aristocrats Etf Uie (NOBL)	0.0	$11k	-8%	100.00	106.01	View chart
Northrop Grumman Corporation (NOC)	0.0	$10k		15.00	695.93	View chart
Verizon Communications (VZ)	0.0	$10k		200.00	50.20	View chart
Mondelez Int (MDLZ)	0.0	$9.7k		169.00	57.64	View chart
Bank of America Corporation (BAC)	0.0	$9.7k		199.00	48.75	View chart
Harmony Gold Mng Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (HMY)	0.0	$9.5k		619.00	15.37	View chart
First Horizon 6.5 Pfdpfd Ser E Pre (FHN.PE)	0.0	$9.5k		400.00	23.74	View chart
Ishares Core Msci Emerging Markets Etf Uie (IEMG)	0.0	$9.4k		135.00	69.75	View chart
Walt Disney Company (DIS)	0.0	$9.2k		95.00	97.07	View chart
Ark Space & Defense Innovation Etf Uie (ARKX)	0.0	$9.2k	NEW	313.00	29.35	View chart
Gildan Activewear Inc Fclass Class A FGC (GIL)	0.0	$8.5k		153.00	55.65	View chart
Ishares Russell 2000 Value Etf Uie (IWN)	0.0	$8.4k		44.00	190.70	View chart
Vanguard Total Bond Market Index Fund Etf Shares Uie (BND)	0.0	$8.3k		113.00	73.64	View chart
Schwab U.s. Reit Etf Uie (SCHH)	0.0	$8.3k	NEW	386.00	21.49	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Uie (XLY)	0.0	$8.3k		76.00	108.97	View chart
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Adr (BP)	0.0	$8.1k		172.00	47.00	View chart
Ishares Select Dividend Etf Uie (DVY)	0.0	$8.0k		53.00	151.40	View chart
Texas Instruments Incorporated (TXN)	0.0	$8.0k		41.00	194.12	View chart
Invesco S&pinvesco S&p 500 Equal Weight Financials Etf 500 Equal Uie (RSPF)	0.0	$7.7k		108.00	71.39	View chart
Vanguard Industrials Index Fund Etf Shares Uie (VIS)	0.0	$7.5k		24.00	312.21	View chart
Fidelity Wise Origin Bitcoin Fund Uie (FBTC)	0.0	$7.4k	NEW	125.00	59.02	View chart
Coupang (CPNG)	0.0	$7.4k	+875%	390.00	18.88	View chart
Mp Materials Corp (MP)	0.0	$7.2k		150.00	48.26	View chart
Ishares S&p 100 Etf Uie (OEF)	0.0	$7.2k		22.00	325.41	View chart
Jpmorgan Active Value Etf Uie (JAVA)	0.0	$6.9k		95.00	72.40	View chart
Grayscale Bitcoin Trust Etf Uie (GBTC)	0.0	$6.8k		129.00	52.76	View chart
Blackrock Esg Capital Al Cem (ECAT)	0.0	$6.8k		500.00	13.58	View chart
Ge Healthcare Technologies I (GEHC)	0.0	$6.5k		92.00	71.17	View chart
CVS Caremark Corporation (CVS)	0.0	$6.5k		91.00	71.81	View chart
Cigna Corp (CI)	0.0	$6.4k		24.00	266.75	View chart
Electronic Arts (EA)	0.0	$6.3k		30.00	209.97	View chart
Sirius XM Holdings (SIRI)	0.0	$6.2k		270.00	23.08	View chart
Carrier Global Corporation (CARR)	0.0	$6.2k		110.00	56.31	View chart
Nxp Semiconductors N V F Fgo (NXPI)	0.0	$6.1k		31.00	196.84	View chart
Vanguard Energy Index Fund Etf Shares Uie (VDE)	0.0	$5.6k	NEW	32.00	173.97	View chart
State Street Industrial Select Sector Spdr Etf Uie (XLI)	0.0	$5.6k		34.00	163.47	View chart
Neuberger Energy Transition & Infrastructure Etf Uie (NBET)	0.0	$5.4k	NEW	130.00	41.35	View chart
Vanguard Ftse Emerging Markets Index Fund Etf Shares Uie (VWO)	0.0	$5.3k	-78%	99.00	54.04	View chart
First Trust Value Line Dividend Index Fund Uie (FVD)	0.0	$5.3k		113.00	47.03	View chart
Intel Corporation (INTC)	0.0	$5.2k		118.00	44.36	View chart
Ishares China Large-cap Etf Uie (FXI)	0.0	$5.2k		143.00	36.06	View chart
Ishares Core S&p Mid-capetf Uie (IJH)	0.0	$5.1k	-50%	75.00	67.52	View chart
Citigroup (C)	0.0	$5.0k		44.00	113.41	View chart
Ishares Core Universal Usd Bond Etf Uie (IUSB)	0.0	$5.0k		108.00	46.19	View chart
State Street Spdr Portfolio Emerging Markets Etf Uie (SPEM)	0.0	$5.0k		106.00	46.91	View chart
S&T Ban (STBA)	0.0	$4.9k		118.00	41.82	View chart
United Parcel Service (UPS)	0.0	$4.9k		50.00	98.38	View chart
First Trust Wcm International Equity Etf Uie (WCMI)	0.0	$4.6k	NEW	277.00	16.77	View chart
First Trust North American Energy Infrastructure Fund Uie (EMLP)	0.0	$4.6k		106.00	43.65	View chart
Omni (OMC)	0.0	$4.5k		60.00	75.78	View chart
Starbucks Corporation (SBUX)	0.0	$4.5k	NEW	50.00	89.58	View chart
International Business Machines (IBM)	0.0	$4.4k		18.00	242.56	View chart
Coinbase Global (COIN)	0.0	$4.4k	NEW	25.00	174.60	View chart
Southwest Airlines (LUV)	0.0	$4.3k		113.00	37.72	View chart
Otis Worldwide Corp (OTIS)	0.0	$4.2k		55.00	77.07	View chart
F.N.B. Corporation (FNB)	0.0	$4.0k		237.00	16.72	View chart
Agnico Eagle Mines Ltd F FGC (AEM)	0.0	$3.9k		19.00	202.95	View chart
Denali Therapeutics (DNLI)	0.0	$3.8k		200.00	19.20	View chart
Lululemon Athletica (LULU)	0.0	$3.8k	NEW	25.00	153.08	View chart
Schwab U.s. Broad Marketetf Uie (SCHB)	0.0	$3.2k		128.00	25.14	View chart
First Trust Cloud Computing Etf Uie (SKYY)	0.0	$3.1k		28.00	109.36	View chart
Oracle Corporation (ORCL)	0.0	$2.9k		20.00	147.10	View chart
Vanguard Intermediate-term Bond Index Fund Etf Shares Uie (BIV)	0.0	$2.9k		37.00	77.16	View chart
The Hartford Ins 6 Pfdpfd Ser G Pre (HIG.PG)	0.0	$2.8k		115.00	24.61	View chart
First Trust Dow Jones Internet Index Fund Uie (FDN)	0.0	$2.8k		12.00	234.00	View chart
Jpmorgan Chas 5.75 Pfdpfd Ser Dd Pre (JPM.PD)	0.0	$2.8k		115.00	24.20	View chart
Wabtec Corporation (WAB)	0.0	$2.7k		11.00	249.91	View chart
Warner Bros. Discovery (WBD)	0.0	$2.7k		99.00	27.45	View chart
Ark Blockchain & Fintechinnovation Etf Uie (ARKF)	0.0	$2.7k		70.00	38.00	View chart
Metlife Inc 5.625 Pfdpfd Ser E Pre (MET.PE)	0.0	$2.6k		114.00	22.44	View chart
Abrdn Global Dynamic Div Cem (AGD)	0.0	$2.3k		216.00	10.80	View chart
Te Connectivity Plc F Fgo (TEL)	0.0	$2.3k		11.00	209.00	View chart
Invesco S&p 500 Equal Weight Materials Etf Uie (RSPM)	0.0	$2.1k		55.00	38.65	View chart
Petroleo Brasileiro Sa Fsponsored Adr 1 Adr Reps 2 Ord Adr (PBR)	0.0	$2.1k		100.00	20.75	View chart
Essential Utils (WTRG)	0.0	$2.0k		50.00	40.26	View chart
SYSCO Corporation (SYY)	0.0	$2.0k		28.00	71.32	View chart
Medtronic Plc F Fgo (MDT)	0.0	$2.0k		23.00	86.61	View chart
Fs Kkr Capital Corp (FSK)	0.0	$1.9k		183.00	10.17	View chart
Copart (CPRT)	0.0	$1.8k		54.00	33.19	View chart
Ishares Msci Brazil Small-cap Etf Uie (EWZS)	0.0	$1.6k		110.00	14.81	View chart
Innovator U.s. Equity Buffer Etf - April Uie (BAPR)	0.0	$1.6k		32.00	48.97	View chart
First Trust Enhanced Short Maturity Etf Uie (FTSM)	0.0	$1.4k		23.00	59.74	View chart
Leadersharestm Alphafactor Us Core Equity Etf Uie (LSAF)	0.0	$1.3k		29.00	45.90	View chart
Johnson Controls Int F Fgo (JCI)	0.0	$1.3k		10.00	130.90	View chart
Lennar Corporation (LEN)	0.0	$1.3k		15.00	86.80	View chart
Kraft Heinz (KHC)	0.0	$1.3k		56.00	22.48	View chart
Cyberloq Technologies In	0.0	$1.2k		8.6k	0.14	View chart
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (UL)	0.0	$1.1k		20.00	56.95	View chart
Vanguard Materials Indexfund Etf Shares Uie (VAW)	0.0	$1.1k		5.00	225.20	View chart
Metropcs Communications (TMUS)	0.0	$1.1k		5.00	210.00	View chart
Dutch Bros (BROS)	0.0	$1.0k		20.00	50.65	View chart
Cronos Group Inc F FGC (CRON)	0.0	$993.009600		396.00	2.51	View chart
Leadershares Alphafactortactical Focused Etf Uie (LSAT)	0.0	$865.999200		22.00	39.36	View chart
First Trust Inter Dur Pr Cem (FPF)	0.0	$810.000200		46.00	17.61	View chart
High Templar Tech Funsponsored Adr 1 Adr Reps 1 Ord Adr (HTT)	0.0	$776.000000		400.00	1.94	View chart
Grayscale Bitcoin Mini Trust Etf Uie (BTC)	0.0	$749.000000		25.00	29.96	View chart
Ishares 20 Year Treasury Bond Etf Uie (TLT)	0.0	$693.000000		8.00	86.62	View chart
Origin Matls Inc Class Class A	0.0	$647.008800	NEW	284.00	2.28	View chart
Organon & Co (OGN)	0.0	$587.000400		98.00	5.99	View chart
Opendoor Technologies (OPEN)	0.0	$561.000000	NEW	120.00	4.67	View chart
Omniab (OABI)	0.0	$507.013100		323.00	1.57	View chart
Transocean Ltd F Fgo (RIG)	0.0	$378.998700		57.00	6.65	View chart
Advisorshares Pure Us Cannabis Etf Uie (MSOS)	0.0	$369.002400		104.00	3.55	View chart
Masimo Corporation (MASI)	0.0	$355.000000		2.00	177.50	View chart
American Express Company (AXP)	0.0	$306.000000	-94%	1.00	306.00	View chart
Kyndryl Holdings Ord Wi (KD)	0.0	$301.001000		23.00	13.09	View chart
Adobe Systems Incorporated (ADBE)	0.0	$243.000000		1.00	243.00	View chart
Uniti Group (UNIT)	0.0	$234.000000		25.00	9.36	View chart
Snap Inc cl a (SNAP)	0.0	$230.000000	-97%	50.00	4.60	View chart
Ishares Global Clean Energy Etf Uie (ICLN)	0.0	$221.000400		12.00	18.42	View chart
Fairlead Tactical Sectorfund Uie (TACK)	0.0	$211.999900		7.00	30.29	View chart
Millrose Pptys Inc Com Cl A (MRP)	0.0	$196.000000		7.00	28.00	View chart
Pentair Plc F Fgo (PNR)	0.0	$174.000000		2.00	87.00	View chart
Okta Inc cl a (OKTA)	0.0	$157.000000		2.00	78.50	View chart
Wrap Technologies (WRAP)	0.0	$154.000000		100.00	1.54	View chart
Lucid Group (LCID)	0.0	$142.000500		15.00	9.47	View chart
Pure Storage Inc - Class A (PSTG)	0.0	$59.000000		1.00	59.00	View chart
The Magnum Ice Cream C F Fgo (MICC)	0.0	$59.000000		4.00	14.75	View chart
Canopy Growth Corp F FGC (CGC)	0.0	$39.998600		43.00	0.93	View chart
Amc Entertainment (AMC)	0.0	$20.000400		21.00	0.95	View chart
Bit Origin Ltd Fclass A Fgo	0.0	$17.000000	NEW	8.00	2.12	View chart
Ammpower Corp F FGC (AMMPF)	0.0	$12.000000		1.5k	0.01	View chart
Opendoor Technolo 26 Wtswarrants Exp 11/20/26 War (OPENW)	0.0	$2.000000	NEW	4.00	0.50	View chart
First Republic Bank/san F (FRCB)	0.0	$0		1.6k	0.00	View chart
Opendoor Technolo 26 Wtswarrants Exp 11/20/26 War (OPENL)	0.0	$0	NEW	4.00	0.00	View chart
Opendoor Technolo 26 Wtswarrants Exp 11/20/26 War (OPENZ)	0.0	$0	NEW	4.00	0.00	View chart

Past Filings by Comprehensive Financial Planning

SEC 13F filings are viewable for Comprehensive Financial Planning going back to 2024

Comprehensive Financial Planning 2026 Q1 filed April 7, 2026
Comprehensive Financial Planning 2025 Q4 filed Feb. 11, 2026
Comprehensive Financial Planning 2025 Q3 filed Nov. 12, 2025
Comprehensive Financial Planning 2025 Q2 filed Aug. 8, 2025
Comprehensive Financial Planning 2025 Q1 filed May 9, 2025
Comprehensive Financial Planning 2024 Q4 filed Jan. 29, 2025

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