Comprehensive Financial Planning, Inc./PA

EAST PETERSBURG, PA · CIK 2044855 · 13F filing filed 2026-08-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyEast Petersburg, PA

$187.6m reported value +29.9% vs Q1 2026

427positions

33.4%in top 10

59 new 141 added 61 reduced 19 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	174,067	$8.8m4.69%	4.69%	Added +2.1k	+2,112 1.2%
2	NVIDIA CORPORATION COM NVDA	NVDA	42,423	$8.5m4.53%	4.53%	Reduced -339	-339 -0.8%
3	APPLE INC COM AAPL	AAPL	28,564	$8.3m4.41%	4.41%	Reduced -38	-38 -0.1%
4	MICRON TECHNOLOGY INC COM MU	MU	6,416	$7.4m3.95%	3.95%	Added +1.8k	+1,835 40.1%
5	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	9,031	$6.2m3.31%	3.31%	Added +170	+170 1.9%
6	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	92,770	$5.7m3.03%	3.03%	Added +765	+765 0.8%
7	ISHARES TR CORE S&P500 ETF IVV	IVV	7,284	$5.5m2.91%	2.91%	Added +238	+238 3.4%
8	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	7,820	$5.0m2.67%	2.67%	Added +913	+913 13.2%
9	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	38,166	$3.8m2.01%	2.01%	Added +1.8k	+1,773 4.9%
10	J P MORGAN EXCHANGE TRADED F JPMORGAN INTL VL JIVE	JIVE	39,555	$3.6m1.94%	1.94%	Added +2.0k	+2,039 5.4%
11	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	4,502	$3.4m1.83%	1.83%	Added +38	+38 0.8%
12	META PLATFORMS INC CL A META	META	5,988	$3.4m1.80%	1.80%	Added +163	+163 2.8%
13	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	36,110	$3.3m1.76%	1.76%	New
14	T ROWE PRICE ETF INC PRICE BLUE CHIP TCHP	TCHP	63,633	$3.2m1.70%	1.70%	Unchanged
15	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,248	$3.2m1.69%	1.69%	Added +342	+342 8.8%
16	AMAZON COM INC COM AMZN	AMZN	13,256	$3.2m1.68%	1.68%	Reduced -50	-50 -0.4%
17	SANDISK CORP COM SNDK	SNDK	1,387	$3.2m1.68%	1.68%	Added +1.2k	+1,159 508.3%
18	ISHARES TR S&P 500 GRWT ETF IVW	IVW	22,161	$3.0m1.63%	1.63%	Added +64	+64 0.3%
19	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	31,556	$3.0m1.61%	1.61%	Added +426	+426 1.4%
20	MICROSOFT CORP COM MSFT	MSFT	7,596	$2.8m1.51%	1.51%	Reduced -111	-111 -1.4%
21	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	79,876	$2.7m1.44%	1.44%	Reduced -2.0k	-2,021 -2.5%
22	ISHARES TR EXPND TEC SC ETF IGM	IGM	14,830	$2.4m1.29%	1.29%	Reduced -281	-281 -1.9%
23	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	75,886	$2.4m1.28%	1.28%	Added +17.6k	+17,603 30.2%
24	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	7,861	$2.4m1.27%	1.27%	Reduced -246	-246 -3.0%
25	T ROWE PRICE ETF INC US EQUITY RESEAR TSPA	TSPA	47,416	$2.3m1.20%	1.20%	Added +5.7k	+5,662 13.6%
26	COSTCO WHSL CORP NEW COM COST	COST	2,275	$2.1m1.13%	1.13%	Reduced -27	-27 -1.2%
27	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,149	$2.1m1.11%	1.11%	Reduced -50	-50 -1.2%
28	WESTERN DIGITAL CORP COM WDC	WDC	3,241	$2.1m1.10%	1.10%	Added +2.1k	+2,140 194.4%
29	INNOVATOR ETFS TRUST DEFINED WLT SHLD BALT	BALT	59,570	$2.0m1.09%	1.09%	Reduced -2.5k	-2,507 -4.0%
30	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,734	$2.0m1.07%	1.07%	Reduced -14	-14 -0.5%
31	VICTORY PORTFOLIOS II SHARES FREE CASH VFLO	VFLO	43,277	$2.0m1.06%	1.06%	Added +471	+471 1.1%
32	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	10,968	$1.9m0.99%	0.99%	Added +416	+416 3.9%
33	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	15,174	$1.8m0.94%	0.94%	Reduced -165	-165 -1.1%
34	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,686	$1.6m0.83%	0.83%	Added +1.5k	+1,481 122.9%
35	ISHARES TR U.S. TECH ETF IYW	IYW	6,032	$1.5m0.81%	0.81%	Added +32	+32 0.5%
36	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	2,221	$1.5m0.78%	0.78%	Reduced -1.5k	-1,486 -40.1%
37	FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF FPX	FPX	6,993	$1.4m0.77%	0.77%	Reduced -289	-289 -4.0%
38	FIRST TR EXCHANGE-TRADED FD FT VEST RIS RDVI	RDVI	48,008	$1.4m0.75%	0.75%	Reduced -911	-911 -1.9%
39	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	15,278	$1.4m0.74%	0.74%	Added +913	+913 6.4%
40	T ROWE PRICE ETF INC CAP APPRECIATION TCAF	TCAF	32,980	$1.4m0.72%	0.72%	Added +5.1k	+5,110 18.3%
41	LISTED FDS TR ROUNDHILL MAGNIF MAGS	MAGS	20,820	$1.3m0.71%	0.71%	Reduced -778	-778 -3.6%
42	VANGUARD WORLD FD INF TECH ETF VGT	VGT	11,101	$1.3m0.71%	0.71%	Reduced -219	-219 -1.9%
43	SPDR SERIES TRUST ST STR SP TELCO XTL	XTL	5,402	$1.2m0.66%	0.66%	Reduced -717	-717 -11.7%
44	TESLA INC COM TSLA	TSLA	2,920	$1.2m0.65%	0.65%	Reduced -269	-269 -8.4%
45	PACER FDS TR SWAN SOS FD OF PSFF	PSFF	35,628	$1.2m0.65%	0.65%	Reduced -1.6k	-1,591 -4.3%
46	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	24,759	$1.2m0.62%	0.62%	Reduced -1.1k	-1,126 -4.3%
47	VANGUARD INDEX FDS MID CAP ETF VO	VO	13,878	$1.1m0.60%	0.60%	Added +1.1k	+1,098 8.6%
48	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,115	$1.1m0.59%	0.59%	Added +39	+39 1.3%
49	FEDERATED HERMES ETF TRUST MDT LARGE CAP FLCV	FLCV	31,023	$1.1m0.59%	0.59%	Added +14.0k	+13,959 81.8%
50	ADVISORS INNER CIRCLE FD III STRATEGAS MACRO SAMT	SAMT	21,968	$1.0m0.56%	0.56%	New
51	WASTE MGMT INC DEL COM WM	WM	4,657	$1.0m0.55%	0.55%	Reduced -210	-210 -4.3%
52	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	4,689	$997.7k0.53%	0.53%	Added +168	+168 3.7%
53	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	5,132	$977.8k0.52%	0.52%	Added +6	+6 0.1%
54	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	15,845	$973.8k0.52%	0.52%	Reduced -1.4k	-1,447 -8.4%
55	INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN PBW	PBW	22,119	$862.9k0.46%	0.46%	Added +219	+219 1.0%
56	BROADCOM INC COM AVGO	AVGO	2,201	$831.5k0.44%	0.44%	Added +73	+73 3.4%
57	ETF SER SOLUTIONS DEFIANCE QUANTUM QTUM	QTUM	4,730	$782.2k0.42%	0.42%	Reduced -1.7k	-1,734 -26.8%
58	SPDR SERIES TRUST SPDR S&P1500VL VLU	VLU	3,266	$778.0k0.41%	0.41%	Reduced -60	-60 -1.8%
59	WISDOMTREE TR QUANT COMPU FD WQTM	WQTM	20,551	$777.0k0.41%	0.41%	New
60	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	4,691	$766.8k0.41%	0.41%	Added +142	+142 3.1%
61	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	4,669	$754.2k0.40%	0.40%	Reduced -320	-320 -6.4%
62	ISHARES TR CORE DIV GRWTH DGRO	DGRO	9,838	$745.6k0.40%	0.40%	Added +70	+70 0.7%
63	JANUS DETROIT STR TR HENDERSON SECURI JSI	JSI	14,240	$729.2k0.39%	0.39%	Reduced -170	-170 -1.2%
64	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	16,080	$693.7k0.37%	0.37%	Added +1.7k	+1,698 11.8%
65	VICTORY PORTFOLIOS II VICT FR GROW ETF GFLW	GFLW	19,692	$675.1k0.36%	0.36%	Added +1	+1 0.0%
66	JPMORGAN CHASE & CO COM JPM	JPM	2,016	$659.8k0.35%	0.35%	Added +37	+37 1.9%
67	T ROWE PRICE ETF INC PRICE GRW STOCK TGRW	TGRW	13,240	$631.8k0.34%	0.34%	Unchanged
68	ISHARES TR CORE S&P TTL STK ITOT	ITOT	3,754	$616.7k0.33%	0.33%	Added +10	+10 0.3%
69	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	11,154	$598.0k0.32%	0.32%	Reduced -2.0k	-1,956 -14.9%
70	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	12,855	$582.8k0.31%	0.31%	Added +1.4k	+1,439 12.6%
71	ASTERA LABS INC COM ALAB	ALAB	1,186	$572.9k0.31%	0.31%	Unchanged
72	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,543	$571.0k0.30%	0.30%	Added +99	+99 6.9%
73	CAPITAL-FORCE ETF TR IBD 50 ETF FFTY	FFTY	13,065	$569.0k0.30%	0.30%	New
74	VICTORY PORTFOLIOS II VCSHS US EQ INCM CDC	CDC	7,556	$561.9k0.30%	0.30%	Added +63	+63 0.8%
75	REPUBLIC SVCS INC COM RSG	RSG	2,599	$553.9k0.30%	0.30%	Added +7	+7 0.3%
76	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	3,458	$546.5k0.29%	0.29%	Added +46	+46 1.4%
77	RTX CORPORATION COM RTX	RTX	2,671	$506.7k0.27%	0.27%	Added +11	+11 0.4%
78	JANUS DETROIT STR TR HENDRSN SHRT ETF VNLA	VNLA	10,077	$492.4k0.26%	0.26%	Added +116	+116 1.2%
79	ISHARES TR RUS TP200 GR ETF IWY	IWY	1,667	$484.5k0.26%	0.26%	Added +2	+2 0.1%
80	GLOBAL X FDS ARTIFICIAL ETF AIQ	AIQ	7,296	$478.7k0.26%	0.26%	Reduced -1.4k	-1,444 -16.5%
81	ENOVA INTL INC COM ENVA	ENVA	1,940	$467.0k0.25%	0.25%	New
82	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	8,226	$464.6k0.25%	0.25%	Reduced -848	-848 -9.3%
83	BEL FUSE INC CL B BELFB	BELFB	1,392	$463.6k0.25%	0.25%	New
84	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	5,268	$463.1k0.25%	0.25%	Added +8	+8 0.1%
85	BLOOM ENERGY CORP COM CL A BE	BE	1,511	$457.4k0.24%	0.24%	New
86	ASTRONICS CORP COM ATRO	ATRO	5,547	$450.7k0.24%	0.24%	New
87	PDF SOLUTIONS INC COM PDFS	PDFS	5,952	$421.3k0.22%	0.22%	New
88	INVESCO EXCHANGE TRADED FD T S&P MDCP VLU MNT XMVM	XMVM	5,917	$419.6k0.22%	0.22%	Added +27	+27 0.5%
89	XOMETRY INC CLASS A COM XMTR	XMTR	4,288	$413.9k0.22%	0.22%	New
90	MASTEC INC COM MTZ	MTZ	982	$408.6k0.22%	0.22%	New
91	AMPHENOL CORP CL A APH	APH	2,226	$392.5k0.21%	0.21%	New
92	ALPHABET INC CAP STK CL C GOOG	GOOG	1,096	$387.4k0.21%	0.21%	Added +1	+1 0.1%
93	EXXON MOBIL CORP COM XOM	XOM	2,805	$383.4k0.20%	0.20%	Added +17	+17 0.6%
94	DYCOM INDS INC COM DY	DY	758	$383.2k0.20%	0.20%	New
95	ISHARES U S ETF TR U.S. TECH INDEPD IETC	IETC	3,564	$382.6k0.20%	0.20%	Added +3	+3 0.1%
96	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	3,929	$379.1k0.20%	0.20%	Added +381	+381 10.7%
97	BRIGHTSPRING HEALTH SVCS INC COM BTSG	BTSG	5,378	$375.1k0.20%	0.20%	New
98	NVENT ELECTRIC PLC SHS NVT	NVT	2,171	$368.2k0.20%	0.20%	Reduced -511	-511 -19.1%
99	RBC BEARINGS INC COM RBC	RBC	569	$366.5k0.20%	0.20%	New
100	JFROG LTD ORD SHS FROG	FROG	3,997	$363.2k0.19%	0.19%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INNOVATOR ETFS TR FFTY	FFTY	35,420	$1.2m35.4k shares
PHIBRO ANIMAL HEALTH CORP PAHC	PAHC	5,165	$285.7k5.2k shares
ESCO TECHNOLOGIES INC ESE	ESE	873	$245.6k873 shares
LYNAS RARE EARTHS ORDF LYSCF	LYSCF	4,504	$58.9k4.5k shares
TIMOTHY PLAN TPLC	TPLC	817	$37.9k817 shares
SHERWIN WILLIAMS CO SHW	SHW	44	$14.3k44 shares
CARNIVAL CORP		500	$12.9k500 shares
SELECT SECTOR SPDR TR XLY	XLY	76	$8.3k76 shares
VANGUARD WORLD FD VIS	VIS	24	$7.5k24 shares
VANGUARD WORLD FD VDE	VDE	32	$5.6k32 shares
NEUBERGER BERMAN ETF TRUST NBET	NBET	130	$5.4k130 shares
ISHARES TR IUSB	IUSB	108	$5.0k108 shares
COINBASE GLOBAL INC COIN	COIN	25	$4.4k25 shares
LULULEMON ATHLETICA INC LULU	LULU	25	$3.8k25 shares
FIRST TR EXCHANGE TRADED FD SKYY	SKYY	28	$3.1k28 shares
FIRST TR EXCHANGE-TRADED FD FDN	FDN	12	$2.8k12 shares
VANGUARD WORLD FD VAW	VAW	5	$1.1k5 shares
QUDIAN INC HTT	HTT	400	$776400 shares
MASIMO CORP MASI	MASI	2	$3552 shares