Holdings
Comprehensive Financial Planning, Inc.
As of Jun 30, 2026, Comprehensive Financial Planning, Inc. reported 193 positions worth US$67.2M. Largest: Nvidia Corporation, Apple Inc and Micron Technology, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 42,423 | US$8.49M | −339 | Jun 30, 2026 |
| Apple Inc | 28,564 | US$8.27M | −38 | Jun 30, 2026 |
| Micron Technology, Inc. | 6,416 | US$7.41M | +1,835 | Jun 30, 2026 |
| Crowdstrike Holdings, Inc. | 4,502 | US$3.44M | +38 | Jun 30, 2026 |
| Meta Platforms, Inc. | 5,988 | US$3.37M | +163 | Jun 30, 2026 |
| Amazon.com, Inc. | 13,256 | US$3.16M | −50 | Jun 30, 2026 |
| Sandisk Corporation | 1,387 | US$3.15M | +1,159 | Jun 30, 2026 |
| Microsoft Corp. | 7,596 | US$2.83M | −111 | Jun 30, 2026 |
| Costco Wholesale Corporation | 2,275 | US$2.13M | −27 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 4,149 | US$2.08M | −50 | Jun 30, 2026 |