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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 NVDA, AAPL, JAAA, MU, VOO, and represent 22.84% of Comprehensive Financial Planning's stock portfolio.
Added to shares of these 10 stocks: CRWD, FLCV, MU, GLD, AMD, MRVL, WDC, XOM, SNDK, GDX.
Started 37 new stock positions in FETH, CRAK, GDX, URNM, MTVA, UMAC, TWLO, STRF, XOM, COPX.
Reduced shares in these 10 stocks: BIL, AVLV, SMH, PBW, QTUM, WQTM, SDVY, SPMO, XTL, ENVA.
Sold out of its positions in T, ARKX, ASTS, AVLV, AMMPF, APH, ATRO, AXON, B, BELFB.
Comprehensive Financial Planning was a net seller of stock by $-2.9M.
Comprehensive Financial Planning has $185M in assets under management (AUM), dropping by -1.14%.
Central Index Key (CIK): 0002044855

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Portfolio Holdings for Comprehensive Financial Planning

Comprehensive Financial Planning holds 403 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	5.2	$9.7M		43k	228.38	View chart
Apple (AAPL)	5.2	$9.7M	+2%	29k	333.03	View chart
Janus Henderson Aaa Clo Etf Uie (JAAA)	4.7	$8.7M		173k	50.47	View chart
Micron Technology (MU)	4.2	$7.8M	+14%	7.3k	1065.12	View chart
Vanguard S&p 500 Etf Uie (VOO)	3.4	$6.3M		9.1k	700.86	View chart
Invesco S&p 500 Top 50 Etf Uie (XLG)	3.2	$5.9M		93k	63.61	View chart
Ishares Core S&p 500 Etf Uie (IVV)	3.0	$5.6M		7.3k	765.94	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	2.5	$4.7M	+292%	18k	264.75	View chart
Ishares Semiconductor Etf Uie (SOXX)	2.5	$4.7M	+4%	8.2k	568.65	View chart
Facebook Inc cl a (META)	2.3	$4.3M		6.0k	725.18	View chart
Jpmorgan International Value Etf Uie (JIVE)	2.2	$4.1M	+8%	43k	95.22	View chart
Microsoft Corporation (MSFT)	2.1	$4.0M		7.7k	512.90	View chart
Jpmorgan Active Growth Etf Uie (JGRO)	2.0	$3.7M		38k	96.58	View chart
Amazon (AMZN)	1.8	$3.3M		13k	249.15	View chart
State Street Spdr S&p 500 Etf Trust Uie (SPY)	1.8	$3.3M	+2%	4.4k	762.72	View chart
T. Rowe Price Blue Chip Growth Etf Uie (TCHP)	1.7	$3.2M		63k	51.41	View chart
Federated Hermes Mdt Large Cap Value Etf Uie (FLCV)	1.7	$3.2M	+182%	88k	36.00	View chart
Ishares S&p 500 Growth Etf Uie (IVW)	1.7	$3.2M		22k	142.26	View chart
Wisdomtree U.s. Quality Dividend Growth Fund Uie (DGRW)	1.7	$3.1M		32k	97.24	View chart
Palantir Technologies (PLTR)	1.7	$3.1M	+9%	17k	187.06	View chart
Schwab U.s. Large-cap Growth Etf Uie (SCHG)	1.5	$2.9M		80k	35.93	View chart
Sandisk Corp (SNDK)	1.5	$2.9M	+18%	1.6k	1740.11	View chart
Ishares Expanded Tech Sector Etf Uie (IGM)	1.4	$2.5M		15k	169.05	View chart
Schwab U.s. Dividend Equity Etf Uie (SCHD)	1.3	$2.5M		77k	32.53	View chart
Invesco Nasdaq 100 Etf Uie (QQQM)	1.3	$2.4M		7.9k	304.65	View chart
T. Rowe Price Us Equity Research Etf Uie (TSPA)	1.2	$2.3M		48k	48.26	View chart
Victoryshares Free Cash Flow Etf Uie (VFLO)	1.2	$2.2M		44k	51.19	View chart
Advanced Micro Devices (AMD)	1.2	$2.2M	+32%	3.6k	611.87	View chart
Costco Wholesale Corporation (COST)	1.1	$2.1M		2.3k	910.51	View chart
Innovator Defined Wealthshield Etf Uie (BALT)	1.1	$2.1M		59k	34.95	View chart
Berkshire Hathaway (BRK.B)	1.1	$2.1M		4.1k	497.95	View chart
Invesco Qqq Tr Uie (QQQ)	1.1	$2.0M		2.7k	739.93	View chart
Invesco S & P Midcap Momentum Etf Uie (XMMO)	1.1	$2.0M	+21%	13k	146.75	View chart
Western Digital (WDC)	1.0	$1.9M	+31%	4.3k	454.47	View chart
Ishares U.s. Technology Etf Uie (IYW)	0.9	$1.6M		6.0k	264.91	View chart
T. Rowe Price Capital Appreciation Equity Etf Uie (TCAF)	0.8	$1.5M	+4%	34k	42.27	View chart
Roundhill Magnificent Seven Etf Uie (MAGS)	0.8	$1.5M	-2%	20k	71.69	View chart
Vanguard Information Technology Index Fund Etf Shares Uie (VGT)	0.8	$1.4M		11k	125.67	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Uie (RDVI)	0.7	$1.4M		49k	27.88	View chart
Pacer Swan Sos Fund Of Funds Etf Uie (PSFF)	0.7	$1.3M		36k	35.11	View chart
First Trust Us Equity Opportunities Etf Uie (FPX)	0.7	$1.2M		7.0k	178.19	View chart
Vanguard Morningstar Mid-cap Etf Uie (VO)	0.6	$1.1M		14k	78.42	View chart
Jpmorgan Core Plus Bond Etf Uie (JCPB)	0.6	$1.1M		25k	44.78	View chart
Alphabet Inc Class A cs (GOOGL)	0.6	$1.1M		3.1k	344.17	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Uie (BIL)	0.6	$1.1M	-68%	12k	91.64	View chart
Tesla Motors (TSLA)	0.6	$1.0M		2.9k	354.81	View chart
State Street Technology Select Sector Spdr Etf Uie (XLK)	0.5	$1.0M		5.1k	195.76	View chart
Invesco S&p 500 Equal Weight Etf Uie (RSP)	0.5	$1.0M	+2%	4.8k	208.03	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Uie (JEPQ)	0.5	$988k		16k	61.26	View chart
Strategas Macro Thematicopportunities Etf Uie (SAMT)	0.5	$933k		22k	41.68	View chart
Waste Management (WM)	0.5	$932k		4.6k	203.95	View chart
Spdr Gold Shares Uie (GLD)	0.5	$871k	+4664%	2.3k	380.85	View chart
Vanguard Morningstar Mega Cap Value Etf Uie (MGV)	0.4	$814k	+7%	5.1k	161.12	View chart
State Street Spdr S&p 1500 Value Tilt Etf Uie (VLU)	0.4	$784k		3.3k	239.06	View chart
Broadcom (AVGO)	0.4	$766k		2.2k	351.27	View chart
Ishares Core Dividend Growth Etf Uie (DGRO)	0.4	$745k		9.9k	75.40	View chart
Janus Henderson Securitized Income Etf Uie (JSI)	0.4	$681k	-4%	14k	49.92	View chart
JPMorgan Chase & Co. (JPM)	0.4	$680k		2.1k	330.94	View chart
Victoryshares Free Cash Flow Growth Etf Uie (GFLW)	0.4	$660k		20k	33.41	View chart
T. Rowe Price Growth Stock Etf Uie (TGRW)	0.3	$642k		13k	48.46	View chart
Ishares Core S&p Total U.s. Stock Market Etf Uie (ITOT)	0.3	$626k		3.8k	166.29	View chart
Vanguard Morningstar Total Stock Market Etf Uie (VTI)	0.3	$598k	+3%	1.6k	374.35	View chart
State Street Financial Select Sector Spdr Etf Uie (XLF)	0.3	$594k		11k	53.40	View chart
Republic Services (RSG)	0.3	$547k		2.6k	209.88	View chart
Victoryshares Us Eq Income Enh Vol Wtd Idx Etf Uie (CDC)	0.3	$545k		7.6k	71.56	View chart
Vanguard High Dividend Yield Index Fund Etf Shares Uie (VYM)	0.3	$540k		3.5k	155.23	View chart
State Street Spdr S&p Telecom Etf Uie (XTL)	0.3	$521k	-52%	2.6k	203.01	View chart
State Street Utilities Select Sector Spdr Etf Uie (XLU)	0.3	$511k		13k	39.44	View chart
Janus Henderson Short Duration Income Etf Uie (VNLA)	0.3	$495k		10k	48.56	View chart
Ishares Russell Top 200 Growth Etf Uie (IWY)	0.3	$492k		1.7k	295.00	View chart
Vanguard Morningstar Mega Cap Growth Etf Uie (MGK)	0.3	$489k		5.3k	92.65	View chart
Global X Artificial Intelligence & Technology Etf Uie (AIQ)	0.3	$481k		7.4k	65.16	View chart
Raytheon Technologies Corp (RTX)	0.3	$479k	-3%	2.6k	185.71	View chart
Marvell Technology (MRVL)	0.3	$478k	+90400%	1.8k	264.25	View chart
Jpmorgan Equity Premium Income Etf Uie (JEPI)	0.3	$472k		8.4k	56.22	View chart
Exxon Mobil Corp (XOM)	0.2	$459k	NEW	2.8k	162.80	View chart
Vaneck Semiconductor Etf Uie (SMH)	0.2	$426k	-68%	700.00	609.00	View chart
Invesco S & P Midcap Value With Momentum Etf Uie (XMVM)	0.2	$415k		5.9k	69.75	View chart
Astera Labs (ALAB)	0.2	$405k	-4%	1.1k	356.02	View chart
Dell Technologies (DELL)	0.2	$403k	+649%	749.00	538.30	View chart
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord Adr (ASML)	0.2	$386k	+1320%	213.00	1811.80	View chart
Alphabet Inc Class C cs (GOOG)	0.2	$384k	+2%	1.1k	340.97	View chart
Vaneck Gold Miners Etf Uie (GDX)	0.2	$372k	NEW	4.2k	87.81	View chart
Ishares U.s. Tech Independence Focused Etf Uie (IETC)	0.2	$365k	-10%	3.2k	114.17	View chart
Global X Silver Miners Etf Uie (SIL)	0.2	$363k	NEW	4.2k	86.02	View chart
Vanguard Morningstar Mid-cap Value Etf Uie (VOE)	0.2	$324k		1.7k	195.59	View chart
Bloom Energy Corp (BE)	0.2	$304k	-27%	1.1k	277.02	View chart
Goldman Sachs Nasdaq-100premium Income Etf Uie (GPIQ)	0.2	$292k	NEW	5.0k	57.98	View chart
Twilio Inc cl a (TWLO)	0.2	$288k	NEW	986.00	292.47	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Adr (TSM)	0.2	$282k	-16%	617.00	456.19	View chart
Vanguard Total International Stock Index Fund Etf Shares Uie (VXUS)	0.1	$276k	+15%	3.2k	84.96	View chart
Schwab U.s. Large-cap Value Etf Uie (SCHV)	0.1	$267k		8.0k	33.31	View chart
Chevron Corporation (CVX)	0.1	$263k		1.3k	204.22	View chart
Arista Networks (ANET)	0.1	$252k	NEW	1.2k	203.69	View chart
State Street Energy Select Sector Spdr Etf Uie (XLE)	0.1	$251k		4.1k	61.51	View chart
Ase Technology Hldg Co Funsponsored Adr 1 Adr Reps 2 Ord Adr (ASX)	0.1	$250k	NEW	5.6k	44.47	View chart
Vanguard Health Care Index Fund Etf Shares Uie (VHT)	0.1	$247k		782.00	316.36	View chart
Janus Henderson Equity Linked High Income Etf Uie (JELH)	0.1	$213k	NEW	8.3k	25.71	View chart
PNC Financial Services (PNC)	0.1	$209k		941.00	222.26	View chart
Ishares Msci Usa Qualitygarp Etf Uie (GARP)	0.1	$209k	-5%	2.5k	85.26	View chart
T. Rowe Price Dividend Growth Etf Uie (TDVG)	0.1	$207k		4.3k	48.26	View chart
Vistra Energy (VST)	0.1	$203k	-15%	1.5k	138.37	View chart
Arm Hldgs Plc Equity A Funsponsored Adr 1 Adr Reps 1 Ord Adr (ARM)	0.1	$203k		700.00	289.66	View chart
Schwab International Equity Etf Uie (SCHF)	0.1	$198k		7.2k	27.47	View chart
Visa (V)	0.1	$186k	-27%	517.00	359.33	View chart
Valero Energy Corporation (VLO)	0.1	$174k		450.00	387.61	View chart
Servicenow (NOW)	0.1	$170k	-4%	1.3k	134.01	View chart
Vanguard Morningstar Growth Etf Uie (VUG)	0.1	$170k		1.9k	90.13	View chart
Invesco S&p 500 Pure Value Etf Uie (RPV)	0.1	$170k		1.5k	114.77	View chart
Merck & Co (MRK)	0.1	$152k		1.0k	145.32	View chart
State Street Spdr S&p Midcap 400 Etf Trust Uie (MDY)	0.1	$148k		225.00	657.52	View chart
Schwab U.s. Small-cap Etf Uie (SCHA)	0.1	$139k		4.2k	32.63	View chart
Ishares Msci Usa Momentum Factor Etf Uie (MTUM)	0.1	$138k		434.00	317.49	View chart
Ishares Core Msci Total International Stock Etf Uie (IXUS)	0.1	$135k		1.4k	95.00	View chart
Space X (SPCX)	0.1	$134k		888.00	150.86	View chart
Coca-Cola Company (KO)	0.1	$133k		1.5k	86.08	View chart
Ishares Expanded Tech-software Sector Etf Uie (IGV)	0.1	$132k		1.2k	106.51	View chart
Ishares Russell Top 200 Etf Uie (IWL)	0.1	$131k		687.00	190.41	View chart
Hinge Health Inc Cl A (HNGE)	0.1	$131k	NEW	1.3k	97.27	View chart
Ishares U.s. Small-cap Equity Factor Etf Uie (SMLF)	0.1	$123k		1.5k	83.61	View chart
Qualcomm (QCOM)	0.1	$110k		600.00	184.04	View chart
Ishares Russell Mid-cap Etf Uie (IWR)	0.1	$107k		1.0k	106.72	View chart
John Hancock Multifactormid Cap Etf Uie (JHMM)	0.1	$106k		1.5k	71.51	View chart
Schwab Emerging Markets Equity Etf Uie (SCHE)	0.1	$105k		2.9k	36.45	View chart
Super Micro Computer Inc Com Usd0.001 (SMCI)	0.1	$102k	+68%	2.5k	41.07	View chart
Ishares Global Energy Etf Uie (IXC)	0.1	$94k		1.6k	57.00	View chart
Waste Connections Inc F FGC (WCN)	0.0	$92k		600.00	153.93	View chart
Abbvie (ABBV)	0.0	$92k		351.00	262.00	View chart
Vanguard S&p 500 Value Index Fund Etf Shares Uie (VOOV)	0.0	$91k		413.00	220.75	View chart
Avantis International Equity Etf Uie (AVDE)	0.0	$90k	-63%	1.0k	90.17	View chart
Invesco S&p 500 Equal Weight Technology Etf Uie (RSPT)	0.0	$89k		1.4k	65.89	View chart
Fulton Financial (FULT)	0.0	$87k	-72%	3.9k	22.56	View chart
General Electric (GE)	0.0	$87k		278.00	312.29	View chart
Live Nation Entertainment (LYV)	0.0	$87k		511.00	169.30	View chart
Ishares Biotechnology Etf Uie (IBB)	0.0	$86k		406.00	210.57	View chart
Vanguard Consumer Discretionary Index Fundetf Shares Uie (VCR)	0.0	$83k		227.00	365.95	View chart
Innovator U.s. Equity Power Buffer Etf - July Uie (PJUL)	0.0	$82k		1.7k	49.68	View chart
Invesco S&p 500 Momentumetf Uie (SPMO)	0.0	$79k	-88%	521.00	151.62	View chart
Bitwise Xrp Etf Uie (XRP)	0.0	$78k		4.7k	16.63	View chart
Vanguard Russell 2000 Index Fund Etf Shares Uie (VTWO)	0.0	$78k		691.00	112.27	View chart
State Street Communication Services Select Sector Spdr Etf Uie (XLC)	0.0	$76k		682.00	111.07	View chart
NRG Energy (NRG)	0.0	$75k	-64%	787.00	95.68	View chart
Invesco Qqq Equal Weightetf Uie (QEW)	0.0	$75k		2.5k	29.78	View chart
Pacer Us Cash Cows 100 Etf Uie (COWZ)	0.0	$70k		1.0k	66.79	View chart
Pepsi (PEP)	0.0	$66k		519.00	126.90	View chart
Ge Vernova (GEV)	0.0	$65k		68.00	950.49	View chart
Vanguard Morningstar Small-cap Growth Etf Uie (VBK)	0.0	$64k	+25%	190.00	338.40	View chart
Ishares Russell 1000 Growth Etf Uie (IWF)	0.0	$64k	-11%	512.00	125.48	View chart
Vanguard Morningstar Large-cap Etf Uie (VV)	0.0	$64k		181.00	351.99	View chart
Ishares Treasury Floating Rate Bond Etf Uie (TFLO)	0.0	$63k		1.2k	50.71	View chart
Ishares Msci Usa Min Volfactor Etf Uie (USMV)	0.0	$62k		636.00	97.59	View chart
Vanguard Morningstar Mega Cap Etf Uie (MGC)	0.0	$61k		215.00	282.58	View chart
Ishares U.s. Financial Services Etf Uie (IYG)	0.0	$59k		654.00	89.92	View chart
Vanguard Morningstar Mid-cap Growth Etf Uie (VOT)	0.0	$58k		200.00	292.10	View chart
Sk Hynix Inc Fsponsored Adr 1 Adr Reps 0.1 Ord Adr (SKHY)	0.0	$56k	NEW	302.00	184.15	View chart
Vanguard Morningstar Small-cap Etf Uie (VB)	0.0	$55k		194.00	285.57	View chart
Ishares Core 40/60 Moderate Allocation Etf Uie (AOM)	0.0	$55k	-6%	1.1k	48.74	View chart
Ishares U.s. Tech Breakthrough Multisectoretf Uie (TECB)	0.0	$54k		678.00	78.93	View chart
State Street Spdr Portfolio S&p 500 Etf Uie (SPYM)	0.0	$50k		559.00	89.76	View chart
State Street Spdr S&p Kensho New Economies Composite Etf Uie (KOMP)	0.0	$47k		703.00	66.45	View chart
Columbia Research Enhanced Core Etf Uie (RECS)	0.0	$46k		1.0k	45.12	View chart
State Street Spdr Us Large Cap Low Volatilityindex Etf Uie (LGLV)	0.0	$45k		258.00	174.79	View chart
State Street Spdr Dow Jones Industrial Averageetf Trust Uie (DIA)	0.0	$45k		88.00	509.57	View chart
Johnson & Johnson (JNJ)	0.0	$45k	+9%	169.00	265.24	View chart
Uber Technologies (UBER)	0.0	$44k	-38%	644.00	68.51	View chart
Schwab Short-term U.s. Treasury Etf Uie (SCHO)	0.0	$44k		1.8k	23.87	View chart
Ishares Msci Acwi Ex U.s. Etf Uie (ACWX)	0.0	$44k		581.00	75.62	View chart
Global X Lithium & Battery Tech Etf Uie (LIT)	0.0	$44k		636.00	68.50	View chart
Wisdomtree U.s. Largecapdividend Fund Uie (DLN)	0.0	$43k		446.00	97.31	View chart
Vanguard Short-term Bondindex Fund Etf Shares Uie (BSV)	0.0	$43k	-6%	564.00	76.53	View chart
Vanguard Dividend Appreciation Index Fund Etf Shares Uie (VIG)	0.0	$43k		181.00	234.55	View chart
Palo Alto Networks (PANW)	0.0	$42k		106.00	397.30	View chart
Ishares S&p Mid-cap 400 Growth Etf Uie (IJK)	0.0	$42k		381.00	109.68	View chart
Principal Financial (PFG)	0.0	$41k	-2%	370.00	111.96	View chart
Bristol Myers Squibb (BMY)	0.0	$41k		651.00	62.41	View chart
Vanguard Morningstar Value Etf Uie (VTV)	0.0	$41k		187.00	216.86	View chart
Ishares Core 60/40 Balanced Allocation Etf Uie (AOR)	0.0	$40k		585.00	68.55	View chart
Lam Research (LRCX)	0.0	$39k		120.00	328.51	View chart
Invesco S & P Smlcp Momentm Etf Uie (XSMO)	0.0	$39k	-79%	481.00	81.62	View chart
Ishares U.s. Regional Banks Etf Uie (IAT)	0.0	$38k	-88%	670.00	57.26	View chart
UnitedHealth (UNH)	0.0	$38k		103.00	367.15	View chart
First Trust Large Cap Growth Alphadex Fund Uie (FTC)	0.0	$37k		209.00	177.40	View chart
Aris Mng Corp F FGC (ARIS)	0.0	$35k		2.0k	17.40	View chart
International Business Machines (IBM)	0.0	$35k	+783%	159.00	219.97	View chart
T. Rowe Price Growth Etf Uie (TGRT)	0.0	$35k		731.00	47.13	View chart
Kraft Heinz (KHC)	0.0	$34k		1.5k	22.73	View chart
First Trust Long/short Equity Etf Uie (FTLS)	0.0	$32k	+5%	422.00	76.80	View chart
Ishares Msci Emerging Markets Etf Uie (EEM)	0.0	$32k	+18%	483.00	66.88	View chart
Norfolk Southern (NSC)	0.0	$31k		100.00	309.00	View chart
Ishares U.s. Basic Materials Etf Uie (IYM)	0.0	$31k		172.00	178.63	View chart
Invesco S&p Midcap Low Volatility Etf Uie (XMLV)	0.0	$30k		477.00	63.05	View chart
Ishares Edge Msci Intl Value Factor Etf Uie (IVLU)	0.0	$30k		693.00	42.92	View chart
Ishares S&p Mid-cap 400 Value Etf Uie (IJJ)	0.0	$30k		214.00	137.93	View chart
Quarterhill Inc F FGC (QTRHF)	0.0	$29k	+62%	14k	2.02	View chart
Enb Financial Corp Pa (ENBP)	0.0	$29k	-46%	1.0k	28.50	View chart
Ishares Core Msci Eafe Etf Uie (IEFA)	0.0	$29k		296.00	96.88	View chart
Avantis Us Small Cap Value Etf Uie (AVUV)	0.0	$29k	-2%	242.00	117.79	View chart
Home Depot (HD)	0.0	$28k	-53%	99.00	286.95	View chart
Campbell Soup Company (CPB)	0.0	$28k		1.4k	19.84	View chart
Wal-Mart Stores (WMT)	0.0	$28k	+47%	269.00	104.27	View chart
First Trust Nasdaq Technology Dividend Index Fund Uie (TDIV)	0.0	$28k		245.00	112.82	View chart
First Eagle Overseas Equity Etf Uie (FEOE)	0.0	$27k		505.00	53.81	View chart
Wisdomtree Artificial Intelligence And Innovation Fund Uie (WTAI)	0.0	$27k		612.00	43.74	View chart
Schwab U.s. Mid-cap Etf Uie (SCHM)	0.0	$27k		779.00	34.02	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Uie (SPSM)	0.0	$26k		495.00	52.86	View chart
Energy Transfer MLP (ET)	0.0	$26k		1.3k	19.78	View chart
Bitwise Crypto Industry Innovators Etf Uie (BITQ)	0.0	$25k		1.0k	25.37	View chart
Ishares Transportation Average Etf Uie (IYT)	0.0	$25k		318.00	78.72	View chart
Altria (MO)	0.0	$25k		370.00	67.37	View chart
Altc Acquisition Corp (OKLO)	0.0	$25k		665.00	37.02	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Uie (VEA)	0.0	$24k		342.00	70.61	View chart
Casella Waste Systems (CWST)	0.0	$24k		300.00	80.35	View chart
Prologis Inc Reit Ret (PLD)	0.0	$24k		183.00	129.84	View chart
Travelers Companies (TRV)	0.0	$23k		64.00	361.47	View chart
Applied Materials (AMAT)	0.0	$23k		45.00	511.38	View chart
Ford Motor Company (F)	0.0	$23k		1.9k	12.06	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Uie (SPMD)	0.0	$23k		359.00	63.18	View chart
Ishares Core S&p Small-cap Etf Uie (IJR)	0.0	$23k		165.00	136.79	View chart
Ishares Msci World Etf Uie (URTH)	0.0	$22k		107.00	207.32	View chart
Advisorshares Focused Equity Etf Uie (CWS)	0.0	$22k		330.00	66.65	View chart
Avantis Emerging Marketsequity Etf Uie (AVEM)	0.0	$21k	-94%	226.00	94.43	View chart
Ishares Russell 1000 Value Etf Uie (IWD)	0.0	$21k		85.00	247.93	View chart
Robinhood Mkts (HOOD)	0.0	$21k		185.00	112.50	View chart
Ligand Pharmaceuticals In (LGND)	0.0	$21k		66.00	312.36	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Uie (MDYG)	0.0	$20k		194.00	104.53	View chart
Ishares Msci Eafe Etf Uie (EFA)	0.0	$20k		192.00	103.94	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Uie (HELO)	0.0	$20k	-2%	282.00	69.21	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Uie (MDYV)	0.0	$19k		216.00	88.51	View chart
Ishares Latin America 40etf Uie (ILF)	0.0	$19k	-19%	549.00	34.50	View chart
Global X U.s. Infrastructure Development Etf Uie (PAVE)	0.0	$19k	+3%	359.00	52.61	View chart
Square Inc cl a (XYZ)	0.0	$18k	-28%	250.00	73.53	View chart
Roundhill Memory Etf Uie	0.0	$18k	-17%	300.00	60.36	View chart
Pacer Us Small Cap Cash Cows 100 Etf Uie (CALF)	0.0	$18k		329.00	53.36	View chart
Vanguard Russell 1000 Index Fund Etf Shares Uie (VONE)	0.0	$18k		51.00	344.00	View chart
Netflix (NFLX)	0.0	$17k		240.00	69.58	View chart
Linde Plc F Fgo (LIN)	0.0	$17k	-2%	34.00	485.68	View chart
McDonald's Corporation (MCD)	0.0	$17k		71.00	232.49	View chart
Parker-Hannifin Corporation (PH)	0.0	$17k		17.00	970.71	View chart
General Motors Company (GM)	0.0	$15k	-50%	200.00	77.00	View chart
Ishares U.s. Medical Devices Etf Uie (IHI)	0.0	$15k		299.00	51.23	View chart
Vanguard International High Dividend Yield Index Fund Etf Shares Uie (VYMI)	0.0	$15k		151.00	101.13	View chart
Dimensional U.s. Small Cap Etf Uie	0.0	$15k		195.00	77.42	View chart
Pfizer (PFE)	0.0	$15k		527.00	28.57	View chart
Vanguard Russell 2000 Value Index Fund Etf Shares Uie (VTWV)	0.0	$15k		80.00	184.72	View chart
Vanguard Russell 1000 Growth Index Fund Etf Shares Uie (VONG)	0.0	$14k		112.00	128.93	View chart
Intel Corporation (INTC)	0.0	$14k		118.00	120.88	View chart
State Street Spdr S&p Health Care Equipment Etf Uie (XHE)	0.0	$14k		150.00	90.86	View chart
Jpmorgan Ultra-short Income Etf Uie (JPST)	0.0	$13k		251.00	50.48	View chart
State Street Health Careselect Sector Spdr Etf Uie (XLV)	0.0	$13k		74.00	170.65	View chart
Capforce Ibd 50 Etf Uie (FFTY)	0.0	$13k	-97%	361.00	34.81	View chart
Vanguard Short Term Cor Bd Etf Uie (VCSH)	0.0	$12k		159.00	77.25	View chart
Carnival Corp Ltd F Fgo (CCL)	0.0	$12k		500.00	24.54	View chart
Spotify Technology S A F Fgo (SPOT)	0.0	$12k		25.00	487.36	View chart
Nasdaq Omx (NDAQ)	0.0	$12k		132.00	92.21	View chart
Innovator U.s. Equity Buffer Etf - July Uie (BJUL)	0.0	$12k		217.00	55.42	View chart
Duke Energy (DUK)	0.0	$12k		104.00	114.01	View chart
Occidental Petroleum Corporation (OXY)	0.0	$12k		213.00	55.56	View chart
Texas Instruments Incorporated (TXN)	0.0	$12k		41.00	280.07	View chart
Dollar General (DG)	0.0	$11k		95.00	120.15	View chart
Vertiv Holdings Llc vertiv holdings (VRT)	0.0	$11k		46.00	241.57	View chart
Harmony Gold Mng Ltd Fsponsored Adr 1 Adr Reps 1 Ord Adr (HMY)	0.0	$11k		619.00	17.72	View chart
Ishares Core Msci Emerging Markets Etf Uie (IEMG)	0.0	$11k		135.00	81.16	View chart
General Dynamics Corporation (GD)	0.0	$11k	-3%	32.00	341.06	View chart
Bank of America Corporation (BAC)	0.0	$11k		199.00	54.43	View chart
Proshares S&p 500 Dividend Aristocrats Etf Uie (NOBL)	0.0	$11k		200.00	54.10	View chart
Walt Disney Company (DIS)	0.0	$10k		96.00	105.32	View chart
Mondelez Int (MDLZ)	0.0	$9.8k		169.00	57.82	View chart
Victoryshares Core Plus Bond Etf Uie (UBND)	0.0	$9.7k	-32%	468.00	20.69	View chart
Ishares Russell 2000 Value Etf Uie (IWN)	0.0	$9.3k		44.00	212.32	View chart
Fidelity Wise Origin Bitcoin Fund Uie (FBTC)	0.0	$9.3k	+2%	128.00	72.63	View chart
Verizon Communications (VZ)	0.0	$9.2k		200.00	45.87	View chart
Hershey Company (HSY)	0.0	$9.0k		57.00	157.60	View chart
Ishares S&p 100 Etf Uie (OEF)	0.0	$8.6k	-4%	22.00	392.45	View chart
Schwab U.s. Reit Etf Uie (SCHH)	0.0	$8.5k		386.00	22.04	View chart
Invesco S&pinvesco S&p 500 Equal Weight Financials Etf 500 Equal Uie (RSPF)	0.0	$8.4k		108.00	77.40	View chart
Ishares Russell 2000 Etf Uie (IWM)	0.0	$8.3k	+36%	30.00	277.87	View chart
Grayscale Bitcoin Trust Etf Uie (GBTC)	0.0	$8.3k		129.00	64.59	View chart
Ishares Select Dividend Etf Uie (DVY)	0.0	$8.1k		53.00	152.06	View chart
Vanguard Total Bond Market Index Fund Etf Shares Uie (BND)	0.0	$7.9k		113.00	70.14	View chart
CVS Caremark Corporation (CVS)	0.0	$7.8k		91.00	85.68	View chart
Jpmorgan Active Value Etf Uie (JAVA)	0.0	$7.7k		96.00	80.07	View chart
Ishares Ethereum Trust Etf Uie (ETHA)	0.0	$7.7k	NEW	382.00	20.12	View chart
Fidelity Ethereum Fund Uie (FETH)	0.0	$7.7k	NEW	289.00	26.57	View chart
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Adr (BP)	0.0	$7.6k		172.00	43.99	View chart
Northrop Grumman Corporation (NOC)	0.0	$7.5k		15.00	497.67	View chart
Nxp Semiconductors N V F Fgo (NXPI)	0.0	$7.4k		31.00	237.52	View chart
Ishares Core S&p Mid-capetf Uie (IJH)	0.0	$7.2k		100.00	71.95	View chart
State Street Industrial Select Sector Spdr Etf Uie (XLI)	0.0	$7.1k	+23%	42.00	169.14	View chart
Mp Materials Corp (MP)	0.0	$7.1k	-3%	150.00	47.29	View chart
Sirius XM Holdings (SIRI)	0.0	$7.0k		270.00	25.88	View chart
Blackrock Esg Capital Al Cem (ECAT)	0.0	$6.9k		500.00	13.86	View chart
Cigna Corp (CI)	0.0	$6.5k		24.00	271.79	View chart
Gildan Activewear Inc Fclass A FGC (GIL)	0.0	$6.5k		153.00	42.63	View chart
Ishares Msci Global Metals & Mining Producers Etf Uie (PICK)	0.0	$6.4k		106.00	59.95	View chart
Carrier Global Corporation (CARR)	0.0	$6.0k		110.00	54.85	View chart
Ge Healthcare Technologies I (GEHC)	0.0	$6.0k		92.00	65.37	View chart
Vanguard Ftse Emerging Markets Index Fund Etf Shares Uie (VWO)	0.0	$5.9k		99.00	59.30	View chart
S&T Ban (STBA)	0.0	$5.7k		118.00	48.36	View chart
Citigroup (C)	0.0	$5.7k		44.00	129.48	View chart
Ishares Core U.s. Aggregate Bond Etf Uie (AGG)	0.0	$5.6k	-88%	59.00	94.54	View chart
State Street Spdr Portfolio Emerging Markets Etf Uie (SPEM)	0.0	$5.5k		106.00	51.75	View chart
First Trust Value Line Dividend Index Fund Uie (FVD)	0.0	$5.3k		113.00	46.90	View chart
First Trust Wcm International Equity Etf Uie (WCMI)	0.0	$5.3k		277.00	19.12	View chart
Ishares China Large-cap Etf Uie (FXI)	0.0	$4.9k		144.00	34.21	View chart
Southwest Airlines (LUV)	0.0	$4.8k		114.00	41.97	View chart
Newmont Mining Corporation (NEM)	0.0	$4.7k		41.00	115.32	View chart
Starbucks Corporation (SBUX)	0.0	$4.7k		50.00	93.96	View chart
United Parcel Service (UPS)	0.0	$4.7k		50.00	93.44	View chart
Omni (OMC)	0.0	$4.5k		61.00	74.39	View chart
First Trust North American Energy Infrastructure Fund Uie (EMLP)	0.0	$4.3k		106.00	40.98	View chart
Denali Therapeutics (DNLI)	0.0	$4.1k		200.00	20.67	View chart
F.N.B. Corporation (FNB)	0.0	$4.1k		237.00	17.21	View chart
Schwab U.s. Broad Marketetf Uie (SCHB)	0.0	$3.8k		128.00	29.36	View chart
Pan Amern Silver Corp F FGC (PAAS)	0.0	$3.7k		81.00	45.51	View chart
Otis Worldwide Corp (OTIS)	0.0	$3.5k		55.00	64.31	View chart
Agnico Eagle Mines Ltd F FGC (AEM)	0.0	$3.5k		19.00	183.26	View chart
Eli Lilly & Co. (LLY)	0.0	$3.5k	NEW	3.00	1157.00	View chart
Strategy Inc Pfdpfd Ser A Pre (STRF)	0.0	$3.3k	NEW	32.00	103.47	View chart
Ark Blockchain & Fintechinnovation Etf Uie (ARKF)	0.0	$3.2k		70.00	45.53	View chart
Wabtec Corporation (WAB)	0.0	$3.2k		11.00	287.09	View chart
Veeva Sys Inc cl a (VEEV)	0.0	$2.9k		10.00	285.40	View chart
Oracle Corporation (ORCL)	0.0	$2.7k		20.00	137.30	View chart
Vanguard Intermediate-term Bond Index Fund Etf Shares Uie (BIV)	0.0	$2.7k		37.00	72.84	View chart
Ishares Silver Trust Uie (SLV)	0.0	$2.7k		49.00	54.49	View chart
Abrdn Global Dynamic Div Cem (AGD)	0.0	$2.5k		216.00	11.72	View chart
Jpmorgan Chas Pfdpfd Ser Dd Pre (JPM.PD)	0.0	$2.5k		115.00	21.70	View chart
The Hartford Ins Pfdpfd Ser G Pre (HIG.PG)	0.0	$2.5k		115.00	21.64	View chart
Global X Uranium Etf Uie (URA)	0.0	$2.5k	NEW	62.00	39.84	View chart
MicroStrategy Incorporated (MSTR)	0.0	$2.4k	NEW	16.00	153.06	View chart
Te Connectivity Plc F Fgo (TEL)	0.0	$2.3k		11.00	211.00	View chart
Metlife Inc Pfdpfd Ser E Pre (MET.PE)	0.0	$2.3k		114.00	19.95	View chart
SYSCO Corporation (SYY)	0.0	$2.2k		28.00	77.93	View chart
Fabrinet F Fgo (FN)	0.0	$2.1k	-16%	5.00	424.20	View chart
Petroleo Brasileiro Sa Fsponsored Adr 1 Adr Reps 2 Ord Adr (PBR)	0.0	$2.1k		100.00	20.87	View chart
Invesco S&p 500 Equal Weight Materials Etf Uie (RSPM)	0.0	$2.0k		55.00	37.16	View chart
Delta Air Lines (DAL)	0.0	$2.0k	-4%	23.00	86.57	View chart
Medtronic Plc Fexchange Offer Exp: 10/09/26 Fgo (MDT)	0.0	$2.0k		23.00	86.26	View chart
Essential Utils (WTRG)	0.0	$2.0k		50.00	39.18	View chart
Invesco Energy Exploration & Productionetf Uie (PXE)	0.0	$1.9k	NEW	49.00	39.39	View chart
Procure Space Etf Uie (UFO)	0.0	$1.8k	NEW	41.00	42.71	View chart
Innovator U.s. Equity Buffer Etf - April Uie (BAPR)	0.0	$1.7k		32.00	54.62	View chart
Omniab (OABI)	0.0	$1.6k		323.00	4.96	View chart
Leadersharestm Alphafactor Us Core Equity Etf Uie (LSAF)	0.0	$1.5k		29.00	53.24	View chart
Northern Trust Morningstar Global Upstream Natural Resourc Uie (GUNR)	0.0	$1.5k	NEW	29.00	52.72	View chart
Abrdn Physical Precious Metals Basket Shares Etf Uie (GLTR)	0.0	$1.5k	-93%	8.00	186.25	View chart
Johnson Controls Int F Fgo (JCI)	0.0	$1.5k		10.00	148.60	View chart
Copart (CPRT)	0.0	$1.5k		54.00	27.28	View chart
Ishares Msci Brazil Small-cap Etf Uie (EWZS)	0.0	$1.5k		110.00	13.31	View chart
Coupang (CPNG)	0.0	$1.4k	+155%	102.00	13.86	View chart
Tortoise Ai Infrastructure Etf Uie (TCAI)	0.0	$1.4k	NEW	30.00	46.90	View chart
Sprott Uranium Miners Etf Uie (URNM)	0.0	$1.4k	NEW	29.00	47.45	View chart
First Trust Enhanced Short Maturity Etf Uie (FTSM)	0.0	$1.4k		23.00	59.48	View chart
Organon & Co (OGN)	0.0	$1.3k		98.00	13.69	View chart
Cronos Group Inc F FGC (CRON)	0.0	$1.3k		396.00	3.30	View chart
Vaneck Oil Refiners Etf Uie (CRAK)	0.0	$1.3k	NEW	20.00	63.30	View chart
Lennar Corporation (LEN)	0.0	$1.2k		15.00	81.53	View chart
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord Adr (UL)	0.0	$1.2k		20.00	60.70	View chart
Marathon Digital Holdings In (MARA)	0.0	$1.1k	NEW	99.00	11.32	View chart
Cyberloq Technologies In (CLOQ)	0.0	$1.1k		8.6k	0.13	View chart
Leadershares Alphafactortactical Focused Etf Uie (LSAT)	0.0	$966.000200		22.00	43.91	View chart
Grayscale Bitcoin Mini Trust Etf Uie (BTC)	0.0	$923.000000		25.00	36.92	View chart
Jpmorgan U.s. Tech Leaders Etf Uie (JTEK)	0.0	$841.000000	-99%	8.00	105.12	View chart
Metropcs Communications (TMUS)	0.0	$815.000000		5.00	163.00	View chart
Dutch Bros (BROS)	0.0	$771.000000		20.00	38.55	View chart
First Trust Inter Dur Pr Cem (FPF)	0.0	$736.000000		46.00	16.00	View chart
Adobe Systems Incorporated (ADBE)	0.0	$719.000100	+200%	3.00	239.67	View chart
Ishares 20 Year Treasury Bond Etf Uie (TLT)	0.0	$622.000000		8.00	77.75	View chart
Virtus Investment Partners (VRTS)	0.0	$529.000000		4.00	132.25	View chart
Fs Kkr Capital Corp (FSK)	0.0	$483.001200		44.00	10.98	View chart
Advisorshares Pure Us Cannabis Etf Uie (MSOS)	0.0	$469.996800		104.00	4.52	View chart
Fortuna Mng Corp F FGC (FSM)	0.0	$449.000000	NEW	40.00	11.22	View chart
Okta Inc cl a (OKTA)	0.0	$418.000000		2.00	209.00	View chart
Simplify Bitcoin Strategy Etf Uie (MAXI)	0.0	$357.999600	NEW	23.00	15.57	View chart
Nvent Elec Plc F Fgo (NVT)	0.0	$320.000000	-99%	2.00	160.00	View chart
Zeta Global Holdings Corp (ZETA)	0.0	$315.000000	NEW	10.00	31.50	View chart
American Express Company (AXP)	0.0	$309.000000		1.00	309.00	View chart
Ishares Large Cap Max Buffer Jun Etf Uie (MAXJ)	0.0	$300.000000	NEW	10.00	30.00	View chart
Transocean Ltd F Fgo (RIG)	0.0	$298.999200		57.00	5.25	View chart
Marqeta (MQ)	0.0	$297.999800	NEW	17.00	17.53	View chart
Unusual Machs (UMAC)	0.0	$293.000400	NEW	12.00	24.42	View chart
Wheaton Precious Metal F FGC (WPM)	0.0	$291.000000	NEW	2.00	145.50	View chart
Opendoor Technologies (OPEN)	0.0	$284.004000		120.00	2.37	View chart
Snap Inc cl a (SNAP)	0.0	$270.000000		50.00	5.40	View chart
Kyndryl Holdings Ord Wi (KD)	0.0	$258.000200		23.00	11.22	View chart
Fairlead Tactical Sectorfund Uie (TACK)	0.0	$218.999900		7.00	31.29	View chart
Uniti Group (UNIT)	0.0	$209.000000		25.00	8.36	View chart
Metavia (MTVA)	0.0	$202.994400	NEW	129.00	1.57	View chart
Starfighters Space Ord (FJET)	0.0	$197.996400	NEW	108.00	1.83	View chart
Metaplanet Inc Ordf Ufo (MTPLF)	0.0	$194.001700	NEW	107.00	1.81	View chart
Eldorado Gold Cp F FGC (EGO)	0.0	$189.000000	NEW	4.00	47.25	View chart
Millrose Pptys Inc Com Cl A (MRP)	0.0	$180.999700		7.00	25.86	View chart
Global X Copper Miners Etf Uie (COPX)	0.0	$169.000000	NEW	2.00	84.50	View chart
The Frontier Economic Fund Uie (AKAF)	0.0	$155.000000	NEW	5.00	31.00	View chart
Wrap Technologies (WRAP)	0.0	$143.000000		100.00	1.43	View chart
Pure Storage Inc - Class A (P)	0.0	$130.000000		1.00	130.00	View chart
Pentair Plc F Fgo (PNR)	0.0	$105.000000		2.00	52.50	View chart
Warner Bros. Discovery	0.0	$92.000100	-96%	3.00	30.67	View chart
The Magnum Ice Cream C F Fgo (MICC)	0.0	$71.000000		4.00	17.75	View chart
Amc Entertainment (AMC)	0.0	$63.000000		21.00	3.00	View chart
Lucid Group (LCID)	0.0	$61.000500		15.00	4.07	View chart
Canopy Growth Corp F FGC (CGC)	0.0	$37.999100		43.00	0.88	View chart
Sangrix Inc Fclass A Fgo	0.0	$1.000000	NEW	1.00	1.00	View chart
First Republic Bank/san F (FRCB)	0.0	$0		1.6k	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 Q3 filed Oct. 27, 2026
Comprehensive Financial Planning 2026 Q2 filed Aug. 10, 2026
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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