Comprehensive Financial Planning, Inc.

Comprehensive Financial Planning, Inc. reported 427 holdings worth US$188M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 10, 2026

Comprehensive Financial Planning, Inc. reported 427 holdings worth US$188M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Micron Technology, Inc. Filed Aug 10, 2026 (Form 13F).

Holdings
427
Value as reported
US$188M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation42,423US$8.49M4.5%
Apple Inc28,564US$8.27M4.4%
Micron Technology, Inc.6,416US$7.41M3.9%
Crowdstrike Holdings, Inc.4,502US$3.44M1.8%
Meta Platforms, Inc.5,988US$3.37M1.8%
Amazon.com, Inc.13,256US$3.16M1.7%
Sandisk Corporation1,387US$3.15M1.7%
Microsoft Corp.7,596US$2.83M1.5%
Costco Wholesale Corporation2,275US$2.13M1.1%
Berkshire Hathaway Inc.4,149US$2.08M1.1%
Western Digital Corporation3,241US$2.07M1.1%
Palantir Technologies Inc.15,174US$1.77M0.94%
Advanced Micro Devices Inc2,686US$1.56M0.83%
Alphabet Inc (google) Class C4,199US$1.5M0.80%
Tesla, Inc.2,920US$1.23M0.65%
Waste Management, Inc.4,657US$1.04M0.55%
Broadcom Inc.2,201US$831K0.44%
Jp Morgan Chase & Co.2,024US$663K0.35%
Astera Labs, Inc.1,186US$573K0.31%
Republic Services, Inc.2,599US$554K0.30%
Rtx Corporation2,671US$507K0.27%
Enova International, Inc.1,940US$467K0.25%
Bel Fuse Inc.1,392US$464K0.25%
Bloom Energy Corporation1,511US$457K0.24%
Astronics Corporation5,547US$451K0.24%
Pdf Solutions, Inc.5,952US$421K0.22%
Xometry, Inc.4,288US$414K0.22%
Mastec, Inc.982US$409K0.22%
Amphenol Corporation2,226US$392K0.21%
Exxon Mobil Corporation2,805US$383K0.20%
Dycom Industries, Inc.758US$383K0.20%
Brightspring Health Services, Inc.5,378US$375K0.20%
Rbc Bearings Incorporated569US$366K0.20%
Taiwan Semiconductor Manufacturing Co., Ltd.736US$351K0.19%
Comfort Systems Usa, Inc.175US$347K0.18%
Fulton Financial Corporation13,811US$334K0.18%
Nrg Energy, Inc.2,195US$321K0.17%
Oscar Health, Inc.10,832US$309K0.16%
Vistra Corp.1,744US$277K0.15%
Visa Inc.713US$245K0.13%
Pnc Financial Services Group, Inc. (the)941US$232K0.12%
Chevron Corporation1,278US$212K0.11%
Space Exploration Technologies Corp896US$153K0.08%
Stonex Group Inc.1,237US$147K0.08%
Merck & Company, Inc.1,045US$134K0.07%
Servicenow, Inc.1,324US$131K0.07%
Coca-cola Company (the)1,549US$126K0.07%
Valero Energy Corporation450US$117K0.06%
Qualcomm Incorporated600US$111K0.06%
Ge Aerospace278US$104K0.06%
Waste Connections, Inc.600US$100K0.05%
Live Nation Entertainment, Inc.511US$93,5690.05%
Abbvie Inc.349US$87,8560.05%
Ge Vernova Inc.68US$79,8900.04%
Uber Technologies, Inc.1,050US$75,7680.04%
Home Depot, Inc. (the)212US$74,8050.04%
Pepsico, Inc.516US$69,8060.04%
Lam Research Corporation120US$52,0000.03%
Super Micro Computer, Inc.1,472US$43,1740.02%
Dell Technologies Inc.100US$43,1460.02%
Unitedhealth Group Incorporated103US$42,6860.02%
Principal Financial Group Inc381US$41,0640.02%
Johnson & Johnson154US$39,1430.02%
Bristol-myers Squibb Company646US$37,2170.02%
Palo Alto Networks, Inc.106US$36,1480.02%
Oklo Inc.665US$34,7990.02%
The Kraft Heinz Company1,456US$34,3910.02%
Applied Materials, Inc.45US$32,5350.02%
Norfolk Southern Corporation100US$31,4590.02%
The Campbell's Company1,400US$31,1780.02%
General Motors Company400US$30,8320.02%
Asml Holding Nv15US$29,8420.02%
Aris Mining Corp2,000US$29,8200.02%
Casella Waste Systems, Inc.300US$29,0910.02%
Block, Inc.350US$26,6000.01%
Ford Mtr Co Del1,880US$26,1350.01%
Altria Group, Inc.363US$26,1090.01%
Tractor Supply Company825US$26,0780.01%
Prologis, Inc.183US$24,7910.01%
Energy Transfer Lp1,271US$24,2970.01%
Blackstone Inc.200US$23,5340.01%
The Travelers Companies, Inc.65US$21,3480.01%
Ligand Pharmaceuticals Incorporated66US$20,8620.01%
Walmart Inc.182US$20,6690.01%
Mcdonald's Corporation71US$19,1780.01%
Robinhood Markets, Inc.185US$18,552<0.01%
Sofi Technologies, Inc.1,000US$17,930<0.01%
Netflix, Inc.240US$17,136<0.01%
Parker-hannifin Corporation17US$16,859<0.01%
Intel Corporation119US$16,566<0.01%
Vertiv Holdings, Llc46US$15,415<0.01%
Quarterhill Inc8,849US$14,902<0.01%
Carnival Corporation Ltd.500US$14,285<0.01%
Duke Energy Corporation (holding Company)104US$13,164<0.01%
Pfizer, Inc.524US$12,617<0.01%
Texas Instruments Incorporated41US$12,221<0.01%
General Dynamics Corporation33US$11,604<0.01%
Bank Of America Corporation199US$11,339<0.01%
Dollar General Corporation95US$10,935<0.01%
Nasdaq, Inc.132US$10,394<0.01%

Every holding of Comprehensive Financial Planning, Inc.

Source

View original at SEC

Related