Comprehensive Financial Planning, Inc./PA Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$145.9M

Holdings

347

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (347 positions)

#	Stock	Shares	Value	% Portfolio
1	JAAAJANUS HENDERSON AAA CLO ETF	169,046	$8.6M	5.88%
2	AAPLAPPLE INC	29,253	$7.4M	5.10%
3	METAMETA PLATFORMS INC CLASS A	9,937	$7.3M	5.00%
4	NVDANVIDIA CORP	37,143	$6.9M	4.75%
5	MSFTMICROSOFT CORP	11,200	$5.8M	3.98%
6	VOOVANGUARD S&P 500 ETF	8,712	$5.3M	3.66%
7	XLGINVSC S P 500 TOP 50 ETF	92,167	$5.3M	3.63%
8	IVVISHARES CORE S&P 500 ETF	6,012	$4.0M	2.76%
9	JGROJPMORGAN ACTIVE GROWTH ETF	35,057	$3.3M	2.25%
10	AMZNAMAZON.COM INC	13,354	$2.9M	2.01%
11	TMEDT ROWE PRICE BLUE CHIP GROWTH ETF	54,953	$2.7M	1.84%
12	SPYSPDR S&P 500 ETF	3,848	$2.6M	1.76%
13	DGRWWISDOMTREE US QLT DIV GRW ETF	27,091	$2.4M	1.65%
14	IVWISHARES S&P 500 GROWTH ETF	19,878	$2.4M	1.64%
15	SCHGSCHWAB US LARGE CAP GROWTH ETF	74,573	$2.4M	1.63%
16	MAGSLISTED FNDS RONDHL MGNFCNT ETF	36,650	$2.4M	1.63%
17	CRWDCROWDSTRIKE HLDGS INC CLASS A	4,439	$2.2M	1.49%
18	PLTRPALANTIR TECHNOLOGIES INCLASS A	11,763	$2.1M	1.47%
19	NDQINVSC QQQ TRUST SRS 1 ETF	3,507	$2.1M	1.44%
20	BRK/BBERKSHIRE HATHAWAY CLASS B	4,175	$2.1M	1.44%
21	COSTCOSTCO WHSL CORP NEW	2,259	$2.1M	1.43%
22	DDTOINNOVATOR DEFINED WEALTHSHIELD ETF	59,939	$2.0M	1.35%
23	QQQMINVESCO NASDAQ 100 ETF	7,390	$1.8M	1.25%
24	FFTYINNOVATOR IBD 50 ETF	47,662	$1.8M	1.22%
25	SOXXISHARES SEMICONDUCTOR ETF	6,374	$1.7M	1.18%
26	SCHDSCHWAB US DIVIDEND EQUITY ETF	62,600	$1.7M	1.17%
27	VFLOVICTORYSHARES FREE CASH FLOW ETF	44,845	$1.7M	1.15%
28	TSPAT ROWE PRICE U S EQUITY RESEARCH ETF	39,677	$1.7M	1.14%
29	JIVEJPMORGAN INTERNATIONAL VALUE ETF	21,634	$1.6M	1.12%
30	IGMISHARES EXPANDED TECH SECTOR ETF	11,410	$1.4M	0.98%
31	TSLATESLA INC	3,164	$1.4M	0.96%
32	XMMOINVESCO S & P MIDCAP MOMENTUM ETF	9,575	$1.3M	0.89%
33	FPXFIRST TRUST US EQUITY OPRTNT ETF	6,864	$1.1M	0.78%
34	RDVIFT VEST RISING DIV INCOME ETF	44,068	$1.1M	0.78%
35	JCPBJPMORGAN CORE PLUS BOND ETF	23,624	$1.1M	0.77%
36	WMWASTE MGMT INC DEL	4,929	$1.1M	0.75%
37	PSFFPACER SWAN SOS FUND OF FUNDS ETF	33,738	$1.1M	0.73%
38	VGTVANGUARD INFORMATION TECHNOLOGY ETF	1,413	$1.1M	0.72%
39	JEPQJ P MORGAN NASDAQ EQT PRM INC ETF	17,605	$1.0M	0.69%
40	AVLVAVANTIS U S LARGE CAP VALUE ETF	13,320	$963K	0.66%
41	VOVANGUARD MID CAP ETF	3,061	$899K	0.62%
42	SMHVANECK SEMICONDUCTOR ETF	2,694	$879K	0.60%
43	TCAFT ROWE PRICE CPTL APRCTNEQT ETF	23,255	$877K	0.60%
44	XLKTECHNOLOGY SELECT SECTORSPDR ETF	2,946	$830K	0.57%
45	JSIJANUS HENDERSON SECRTZ INC ETF	15,741	$823K	0.56%
46	IYWISHARES US TECHNOLOGY ETF	4,199	$822K	0.56%
47	RSPINVSC S P 500 EQUAL WEIGHT ETF	4,203	$797K	0.55%
48	XLFSELECT STR FINANCIAL SELECT SPDR ETF	12,969	$699K	0.48%
49	VLUSPDR SP 1500 VALUE TILT ETF	3,342	$682K	0.47%
50	DGROISHARES CORE DIVIDEND GROWTH ETF	9,735	$663K	0.45%
51	NOWSERVICENOW INC	684	$629K	0.43%
52	RSGREPUBLIC SVCS INC	2,708	$621K	0.43%
53	MGVVANGUARD MEGA CAP VALUE ETF	4,476	$616K	0.42%
54	GOOGLALPHABET INC CLASS CLASS A	2,523	$613K	0.42%
55	TGRWT ROWE PRICE GROWTH STOCK ETF	13,240	$603K	0.41%
56	VSTVISTRA CORP	3,036	$595K	0.41%
57	JPMJPMORGAN CHASE & CO	1,857	$586K	0.40%
58	AVGOBROADCOM INC	1,719	$567K	0.39%
59	ITOTISHARES TOTAL US STOCK MARKET ETF	3,724	$542K	0.37%
60	KLMNINVSC S P 500 MOMENTUM ETF	4,457	$540K	0.37%
61	SLVISHARES SILVER TRUST ETF	12,710	$539K	0.37%
62	QTUMDEFIANCE QUANTUM ETF	4,900	$514K	0.35%
63	XLUSELECT SECTOR UTI SELECTSPDR ETF	5,828	$508K	0.35%
64	IETCISHS US TECH INDEPDNCE FOCUSD ETF	4,959	$505K	0.35%
65	JEPIJPMORGAN EQUITY PREMIUM INCOME ETF	8,700	$497K	0.34%
66	URAGLOBAL X URANIUM ETF	10,340	$493K	0.34%
67	CDCVICTORYSHARES US EQ INCOME ENH VOL WTD IDX ETF	7,366	$492K	0.34%
68	GFLWVICTORYSHARES FRE CSH FLW GRW ETF	17,097	$490K	0.34%
69	VNLAJANUS HENDERSON SHRT DRTN INM ETF	9,729	$480K	0.33%
70	HELOJPMORGN HEDGD EQTY LAD OVRLY ETF	7,096	$461K	0.32%
71	IWYISHARES RUSSELL TOP 200 GROWTH ETF	1,663	$455K	0.31%
72	VYMVANGUARD HIGH DIVIDEND YIELD ETF	3,142	$443K	0.30%
73	RTXRTX CORP	2,642	$442K	0.30%
74	MGKVANGUARD MEGA CAP GROWTHETF	1,050	$423K	0.29%
75	SDVYFIRST TRUST SMID CAP RISING DIVI ETF	11,113	$423K	0.29%
76	VTIVANGUARD TOTAL STOCK MARKET ETF	1,195	$392K	0.27%
77	AIQGLOBAL X FUND GLB X ART INTL TGY ETF	7,569	$374K	0.26%
78	VHTVANGUARD HEALTH CARE ETF	1,411	$366K	0.25%
79	XMVMINVESCO S & P MIDCAP VALUE WITH MOMENTUM ETF	5,828	$359K	0.25%
80	ALABASTERA LABS INC	1,689	$331K	0.23%
81	IESCIES HLDGS INC	831	$330K	0.23%
82	FULTFULTON FINL CORP PA	17,596	$328K	0.22%
83	XOMEXXON MOBIL CORP	2,751	$310K	0.21%
84	VOEVANGUARD MID CAP VALUE ETF	1,623	$283K	0.19%
85	AGXARGAN INC	1,035	$280K	0.19%
86	CRDOCREDO TECHNOLOGY GROUP F	1,865	$272K	0.19%
87	GLTRABRDN PHYSICAL PREC MTL BSKT SHS ETF	1,607	$266K	0.18%
88	CLSCELESTICA INC EQUITY FCLASS EQUITY	1,036	$255K	0.17%
89	APHAMPHENOL CORP NEW CLASS A	2,053	$254K	0.17%
90	TFPMTRIPLE FLAG PRECIOUS M F	8,607	$252K	0.17%
91	ANETARISTA NETWORKS INC	1,676	$244K	0.17%
92	GOOGALPHABET INC CLASS C	994	$242K	0.17%
93	MUMICRON TECHNOLOGY INC	1,445	$242K	0.17%
94	FIXCOMFORT SYS USA INC	279	$230K	0.16%
95	SESEA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS	1,216	$217K	0.15%
96	IGVISHARES EXPANDED TECH STW SCTR ETF	1,875	$216K	0.15%
97	VVISA INC CLASS A	612	$209K	0.14%
98	EDGGOLD FIELDS LTD NEW FSPONSORED ADR 1 ADR REPS 1 ORD SHS	4,958	$208K	0.14%
99	MLPAGLOBAL X MLP ETF	4,097	$198K	0.14%
100	CVXCHEVRON CORP NEW	1,255	$195K	0.13%

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