StockDriftsStockDriftsTop 50 Comprehensive Financial Planning INC PA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 5.25% | 42.6K | $9.7M | +0.42%(+177) | $142.77(+52.65%) | 2026-09-30 | |
| AAPL | APPLE INC | 5.24% | 29.2K | $9.7M | +2.07%(+590) | $234.59(+47.96%) | 2026-09-30 | |
| JAAA | JANUS HENDERSON AAA CLO ETF | 4.72% | 173.4K | $8.7M | -0.40%(-704) | $50.75(-0.23%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 4.21% | 7.3K | $7.8M | +14.34%(+920) | $460.08(+101.87%) | 2026-09-30 | |
| VOO | VANGUARD S&P 500 ETF | 3.42% | 9.1K | $6.3M | +0.21%(+19) | $537.01(+30.22%) | 2026-09-30 | |
| XLG | INVESCO S&P 500 TOP 50 ETF | 3.18% | 92.6K | $5.9M | -0.20%(-185) | $48.98(+27.23%) | 2026-09-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 3.03% | 7.3K | $5.6M | +0.63%(+46) | $601.61(+28.53%) | 2026-09-30 | |
| CRWD | CROWDSTRIKE HLDGS INC CLASS CLASS A | 2.52% | 17.7K | $4.7M | -1.92%(-345) | $324.37(-17.37%) | 2026-09-30 | |
| SOXX | ISHARES SEMICONDUCTOR ETF | 2.51% | 8.2K | $4.7M | +4.76%(+372) | $272.89(+87.27%) | 2026-09-30 | |
| META | META PLATFORMS INC CLASS A | 2.34% | 6.0K | $4.3M | -0.18%(-11) | $595.04(+4.23%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.19% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.04% |
Comprehensive Financial Planning INC PA reports $185.41M in US-listed equity holdings across 403 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (5.3%), AAPL (5.2%) and JAAA (4.7%). The top 20 holdings account for 54.83% of reported assets. Its disclosed equity book has returned +20.19% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Comprehensive Financial Planning INC PA’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2044855). View Comprehensive Financial Planning INC PA’s 13F filings on SEC