Comprehensive Financial Planning, Inc./PA
•CIK: 2044855•Filing: Q4 2025
**Comprehensive Financial Planning, Inc./PA** manages $151M across a diversified portfolio of 414 positions. The fund exhibits significant concentration in mega-cap technology and growth names, highlighted by top holdings including JAAA ($8.6M), AAPL ($8.1M), and NVDA ($7.7M). Further allocations are notable in MSFT ($5.6M), XLG ($5.6M), and VOO ($5.5M). This structure suggests a core focus on established technology leaders and broad market exposure.
Total AUM
$151.2M
QoQ Performance
+3.6%
Positions
413
Top 10 Concentration
38.2%
Latest Filing
Q4 2025
Top Holdings Allocation
JAAA
AAPL
NVDA
JAAA5.7%
AAPL5.4%
NVDA5.1%
MSFT3.7%
XLG3.7%
VOO3.7%
META3.3%
IVV2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.8%
Technology19.2%
ETF8.3%
Consumer4.6%
Financial2.0%
Industrial0.4%
Energy0.3%
Healthcare0.2%
🚪 Exited Positionssold since Q3 2025
+153 more exited positions
Changes from Q3 2025
NEW11 new positions
↑123 increased
↓27 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024