StockDriftsStockDriftsTop 50 Comprehensive Financial Planning, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS HENDERSON AAA CLO ETF | 4.69% | 174.1K | $8.8M | +1.23%(+2.11K) | $50.76(-0.36%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 4.53% | 42.4K | $8.5M | -0.79%(-339) | $142.47(+54.74%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.41% | 28.6K | $8.3M | -0.13%(-38) | $233.01(+31.61%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 3.95% | 6.4K | $7.4M | +40.06%(+1.83K) | $366.93(+134.93%) | 2026-06-30 | |
| VOO | VANGUARD S&P 500 ETF | 3.31% | 9.0K | $6.2M | +1.92%(+170) | $536.68(+32.49%) | 2026-06-30 | |
| XLG | INVESCO S&P 500 TOP 50 ETF | 3.03% | 92.8K | $5.7M | +0.83%(+765) | $48.98(+28.83%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 2.91% | 7.3K | $5.5M | +3.38%(+238) | $600.62(+29.42%) | 2026-06-30 | |
| SOXX | ISHARES SEMICONDUCTOR ETF | 2.67% | 7.8K | $5.0M | +13.22%(+913) | $257.11(+108.61%) | 2026-06-30 | |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | 2.01% | 38.2K | $3.8M | +4.87%(+1.77K) | $81.14(+17.89%) | 2026-06-30 | |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | 1.94% | 39.6K | $3.6M | +5.44%(+2.04K) | $75.10(+29.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.25% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.13% |
Comprehensive Financial Planning, Inc. reports $187.55M in US-listed equity holdings across 427 positions in its most recent 13F filing. Its largest disclosed positions are JAAA (4.7%), NVDA (4.5%) and AAPL (4.4%). The top 20 holdings account for 50.34% of reported assets. Its disclosed equity book has returned +14.25% cumulatively over 6 quarters. Figures reflect the Q2 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.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2044855). View Comprehensive Financial Planning, Inc.’s 13F filings on SEC