Comprehensive Financial Planning, Inc./PA - Portfolio overview

Comprehensive Financial Planning, Inc./PA has 409 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. JAAA - JANUS HENDERSON AAA CLO ETF, 5.84%
2. NVDA - NVIDIA CORP, 5.03%
3. AAPL - APPLE INC, 4.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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