Comprehensive Financial Planning, Inc./PA Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$151.2M
Holdings
415
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (415 positions)
| Stock | Value |
|---|---|
JSCPJPMORGAN SHORT DURATION CORE PLU ETF | $24K |
FFORD MTR CO DEL | $24K |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $24K |
PLDPROLOGIS INC REIT | $23K |
IYTISHARES US TRANSPORTATION ETF | $23K |
AVEMAVANTIS EMERGING MARKETSEQ ETF | $23K |
TDIVFIRST TR NASDAQ TECH DIVIDX ETF | $23K |
CWSADVISORSHARES FOCUSED EQUITY ETF | $22K |
MCDMCDONALDS CORP | $21K |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $21K |
SPMDST STRET SPDR PRTFL S&P 400 M ETF IV | $20K |
XRPBITWISE XRP ETF | $20K |
WMTWALMART INC | $20K |
LRCXLAM RESH CORP | $20K |
BCCCGLOBAL X US INFRA DVLPMNT ETF | $19K |
GQ9SPDR GOLD SHARES ETF | $19K |
BITQBITWISE CRYPTO INDUSTRY INNOVATORS ETF | $19K |
URTHISHARES MSCI WORLD ETF | $19K |
TRVTRAVELERS COS INC | $18K |
XLVSTATE STRT HLTH CRE SLT SEC SPDR ETF | $18K |
IWDISHARES RUSSELL 1000 VALUE ETF | $17K |
EMBISHARES JPMORGAN USD MTSBOND ETF | $17K |
WTAIWISDOMTREE ART INTLL ANDINNVT ETF | $17K |
SNAPSNAP INC CLASS CLASS A | $16K |
VONEVANGUARD RUSSELL 1000 ETF | $15K |
PHPARKER-HANNIFIN CORP | $15K |
CCLCARNIVAL CORP F | $15K |
MOALTRIA GROUP INC | $15K |
IEFISHARES 7-10 YEAR TRSURYBOND ETF | $14K |
LINLINDE PLC F | $14K |
CALFPACER US SMALL CAP CASH COWS ETF | $14K |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $13K |
VYMIVANGUARD INTERNATNL HGH DIV YLD ETF | $13K |
XHEST SRT SPDR S&P HLTH CR EQPMNT ETF | $13K |
DFASDIMENSIONAL U S SMALL CAP ETF | $13K |
LGNDLIGAND PHARMACEUTICALS I | $12K |
HAMHARMONY GOLD MNG LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $12K |
IJRISHARES CORE S&P SMALL CAP ETF | $12K |
VTWVVANGUARD RUSSELL 2000 VALUE ETF | $12K |
MVVPROSHARES ULTRA MIDCAP 400 ETF | $12K |
JPSTJPMORGAN ULTRA SHORT INCOME ETF | $12K |
UWMPROSHARES ULTRA RUSSELL 2000 ETF | $12K |
PFEPFIZER INC | $12K |
NDAQNASDAQ INC | $12K |
DUKDUKE ENERGY CORP NEW | $12K |
NOBLPROSHARES S&P 500 DIV ARISTOCRAT ETF | $11K |
BJULINNOVATOR US EQUITY BUFFER ETF | $11K |
IUSVISHARES CORE S&P US VALUE ETF | $11K |
AMATAPPLIED MATLS INC | $11K |
CZRCAESARS ENTMT INC NEW | $11K |
BAIISHARES AI INVATN AND TEC ACT ETF | $11K |
VRTVERTIV HLDGS CO CLASS CLASS A | $11K |
BACBANK OF AMERICA CORP | $10K |
HSYHERSHEY CO | $10K |
GDGENERAL DYNAMICS CORP | $10K |
DISDISNEY WALT CO | $10K |
XLYSTATE STRT CONS DSRY SLTSE SP ETF IV | $9K |
TAT&T INC | $9K |
FHN 6.5 PERP EFIRST HORIZON 6.5 PFDPFD SER E | $9K |
IEMGISHARES CORE MSCI EMERGING ETF | $9K |
MDLZMONDELEZ INTL INC CLASS A | $9K |
GILGILDAN ACTIVEWEAR INC FCLASS CLASS A | $9K |
IJHISHARES CORE S&P MID CAPETF | $9K |
ITBISHARES US HOME CONSTRUCT ETF | $9K |
BNDVANGUARD TOTAL BOND MARKET ETF | $8K |
NOCNORTHROP GRUMMAN CORP | $8K |
SCHVSCHWAB US LARGE CAP VALUE ETF | $8K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $8K |
TERTERADYNE INC | $8K |
RSPFINVESCO S&PINVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 500 EQUAL | $8K |
BACVERIZON COMMUNICATIONS I | $8K |
OXYOCCIDENTAL PETE CORP | $8K |
AQLTISHARES SELECT DIVIDEND ETF | $7K |
SPMBST STRET SPDR PRTFL MRTGBCKD ETF IV | $7K |
ECATBLACKROCK ESG CPTL ALCTN | $7K |
CVSCVS HEALTH CORP | $7K |
HYGISHARES IBOXX HIGH YIELDBOND ETF | $7K |
TXNTEXAS INSTRS INC | $7K |
MPMP MATLS CORP CLASS CLASS A | $7K |
VISVANGUARD INDUSTRIALS ETF | $7K |
OEFISHARES S&P 100 ETF | $7K |
MBBISHARES MBS ETF | $7K |
IWNISHARES RUSSELL 2000 VALUE ETF | $7K |
COFCAPITAL ONE FINL CORP | $7K |
GEHCGE HEALTHCARE TECHNOLOGI | $7K |
AXPAMERICAN EXPRESS CO | $6K |
CITHE CIGNA GROUP | $6K |
EAELECTRONIC ARTS INC | $6K |
NXPINXP SEMICONDUCTORS N V F | $6K |
SCHWCHARLES SCHWAB CORP | $6K |
JAVAJPMORGAN ACTIVE VALUE ETF | $6K |
IUSBISHARES CORE UNIVERSAL USD BOND ETF | $5K |
CEGCONSTELLATION ENERGY COR | $5K |
BPBP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $5K |
SIRISIRIUSXM HLDGS INC EQUITCLASS EQUITY | $5K |
CARRCARRIER GLOBAL CORP | $5K |
DWDMORGAN STANLEY | $5K |
FVDFIRST TRUST VALUE DIVIDEND INDEX ETF | $5K |
DHID R HORTON INC | $5K |
IBMIBM CORP | $5K |