Comprehensive Financial Planning, Inc.

13F filer · CIK 0002044855

Reported Aug 10, 2026

13F portfolio value$188MU.S. long equity reported on 13F

Positions234Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight25.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026234 positions
NVDANvidia Corp	$8.49M	4.53%	0.00%	Not reported	Q4 2024
AAPLApple Inc.	$8.27M	4.41%	0.00%	Not reported	Q4 2024
MUMicron Technology Inc	$7.41M	3.95%	0.00%	Not reported	Q4 2024
JIVEJive Software, Inc.	$3.64M	1.94%	0.05%	Not reported	Q2 2025
CRWDCrowdStrike Holdings, Inc.	$3.44M	1.83%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$3.37M	1.80%	Not reported	Not reported	Q4 2024
SPYSPDR S&P 500 ETF Trust	$3.17M	1.69%	Not reported	Not reported	Q4 2024
AMZNAmazon Com Inc	$3.16M	1.68%	0.00%	Not reported	Q4 2024
SNDKSandisk Corp	$3.15M	1.68%	0.00%	Not reported	Q1 2025
MSFTMicrosoft Corp	$2.83M	1.51%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$2.13M	1.13%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.08M	1.11%	Not reported	Not reported	Q4 2024
WDCWestern Digital Corp	$2.07M	1.10%	0.00%	Not reported	Q4 2024
BALTBaltic Trading Ltd	$2.04M	1.09%	Not reported	Not reported	Q4 2024
QQQInvesco QQQ Trust, Series 1	$2.01M	1.07%	Not reported	Not reported	Q4 2024
PLTRPalantir Technologies Inc.	$1.77M	0.94%	0.00%	Not reported	Q1 2025
AMDAdvanced Micro Devices Inc	$1.56M	0.83%	0.00%	Not reported	Q4 2024
SMHMarket Vectors ETF Trust	$1.46M	0.78%	Not reported	Not reported	Q4 2024
TSLATesla, Inc.	$1.23M	0.65%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$1.11M	0.59%	0.00%	Not reported	Q4 2024
WMWaste Management Inc	$1.04M	0.55%	0.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$831K	0.44%	0.00%	Not reported	Q4 2024
QTUMQuantum Group Inc	$782K	0.42%	Not reported	Not reported	Q2 2025
JPMJPMorgan Chase & Co	$660K	0.35%	0.00%	Not reported	Q4 2024
TGRWArch Management Services Inc.	$632K	0.34%	Not reported	Not reported	Q4 2024
ALABAstera Labs, Inc.	$573K	0.31%	0.00%	Not reported	Q4 2024
RSGRepublic Services, Inc.	$554K	0.30%	0.00%	Not reported	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$547K	0.29%	Not reported	Not reported	Q4 2024
RTXRTX Corp	$507K	0.27%	0.00%	Not reported	Q4 2024
AIQAlliance HealthCare Services, Inc	$479K	0.26%	0.07%	Not reported	Q4 2024
ENVAEnova International, Inc.	$467K	0.25%	0.01%	New	Q2 2026
BELFBBel Fuse Inc	$464K	0.25%	Not reported	New	Q2 2026
BEBloom Energy Corp	$457K	0.24%	0.00%	New	Q2 2026
ATROAstronics Corp	$451K	0.24%	0.01%	New	Q2 2026
PDFSPDF Solutions Inc	$421K	0.22%	0.01%	New	Q2 2026
XMTRXometry, Inc.	$414K	0.22%	0.01%	New	Q2 2026
MTZMastec Inc	$409K	0.22%	0.00%	New	Q2 2026
APHAmphenol Corp	$392K	0.21%	0.00%	Not reported	Q4 2024
GOOGAlphabet Inc.	$387K	0.21%	Not reported	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$383K	0.20%	0.00%	Not reported	Q4 2024
DYDycom Industries Inc	$383K	0.20%	0.00%	New	Q2 2026
BTSGBrightSpring Health Services, Inc.	$375K	0.20%	0.00%	New	Q2 2026
NVTnVent Electric plc	$368K	0.20%	0.00%	Not reported	Q4 2024
RBCRBC Bearings INC	$366K	0.20%	0.00%	New	Q2 2026
FROGJFrog Ltd	$363K	0.19%	0.00%	New	Q2 2026
TSMTaiwan Semiconductor Manufacturing Co Ltd	$351K	0.19%	0.00%	Not reported	Q4 2024
FIXComfort Systems USA Inc	$347K	0.18%	0.00%	Not reported	Q4 2024
FULTFulton Financial Corp	$334K	0.18%	0.01%	Not reported	Q4 2024
NRGNRG Energy, Inc.	$321K	0.17%	0.00%	Not reported	Q3 2025
OSCROscar Health, Inc.	$309K	0.16%	Not reported	New	Q2 2026

Q3 2025Reported Nov 12, 2025170 positions
AAPLApple Inc.	$7.45M	5.10%	0.00%	-1.6%	Q4 2024
METAMeta Platforms, Inc.	$7.3M	5.00%	Not reported	+10.3%	Q4 2024
NVDANvidia Corp	$6.93M	4.75%	0.00%	+21.8%	Q4 2024
MSFTMicrosoft Corp	$5.8M	3.98%	0.00%	+28.4%	Q4 2024
AMZNAmazon Com Inc	$2.93M	2.01%	0.00%	+1.1%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2.56M	1.76%	Not reported	+1.5%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$2.18M	1.49%	0.00%	+0.5%	Q4 2024
PLTRPalantir Technologies Inc.	$2.15M	1.47%	0.00%	+38.3%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$2.11M	1.44%	Not reported	+1.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.1M	1.44%	Not reported	Not reported	Q4 2024
COSTCostco Wholesale Corp	$2.09M	1.43%	0.00%	-1.2%	Q4 2024
BALTBaltic Trading Ltd	$1.97M	1.35%	Not reported	+2.0%	Q4 2024
JIVEJive Software, Inc.	$1.63M	1.12%	0.03%	+131.0%	Q2 2025
TSLATesla, Inc.	$1.41M	0.96%	0.00%	-1.6%	Q4 2024
WMWaste Management Inc	$1.09M	0.75%	0.00%	+0.4%	Q4 2024
SMHMarket Vectors ETF Trust	$879K	0.60%	Not reported	+0.5%	Q4 2024
NOWServiceNow, Inc.	$629K	0.43%	0.00%	-3.5%	Q4 2024
RSGRepublic Services, Inc.	$621K	0.43%	0.00%	+0.2%	Q4 2024
GOOGLAlphabet Inc.	$613K	0.42%	0.00%	+0.1%	Q4 2024
TGRWArch Management Services Inc.	$603K	0.41%	Not reported	Not reported	Q4 2024
VSTVistra Corp.	$595K	0.41%	0.00%	+13.2%	Q4 2024
JPMJPMorgan Chase & Co	$586K	0.40%	0.00%	+0.3%	Q4 2024
AVGOBroadcom Inc.	$567K	0.39%	0.00%	+5.2%	Q4 2024
SLViShares Silver Trust	$539K	0.37%	0.00%	+37.5%	Q4 2024
QTUMQuantum Group Inc	$514K	0.35%	Not reported	+34.5%	Q2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$443K	0.30%	Not reported	+0.6%	Q4 2024
RTXRTX Corp	$442K	0.30%	0.00%	+0.4%	Q4 2024
AIQAlliance HealthCare Services, Inc	$374K	0.26%	0.07%	+3.0%	Q4 2024
ALABAstera Labs, Inc.	$331K	0.23%	0.00%	+3.1%	Q4 2024
IESCIES Holdings, Inc.	$330K	0.23%	0.00%	New	Q3 2025
FULTFulton Financial Corp	$328K	0.22%	0.01%	+12.8%	Q4 2024
XOMExxonMobil Holdings Corp	$310K	0.21%	0.00%	+0.7%	Q4 2024
AGXArgan Inc	$280K	0.19%	0.01%	-1.4%	Q4 2024
CRDOCredo Technology Group Holding Ltd	$272K	0.19%	0.00%	-50.8%	Q4 2024
GLTRabrdn Precious Metals Basket ETF Trust	$266K	0.18%	0.01%	+1.5%	Q1 2025
CLSCelestica Inc	$255K	0.17%	0.00%	-46.4%	Q4 2024
APHAmphenol Corp	$254K	0.17%	0.00%	-1.4%	Q4 2024
TFPMTriple Flag Precious Metals Corp.	$252K	0.17%	0.00%	New	Q3 2025
ANETArista Networks, Inc.	$244K	0.17%	0.00%	New	Q3 2025
GOOGAlphabet Inc.	$242K	0.17%	Not reported	Not reported	Q4 2024
MUMicron Technology Inc	$242K	0.17%	0.00%	Not reported	Q4 2024
FIXComfort Systems USA Inc	$230K	0.16%	0.00%	Not reported	Q4 2024
SESea Ltd	$217K	0.15%	0.00%	New	Q3 2025
VVisa Inc.	$209K	0.14%	0.00%	Not reported	Q4 2024
GFIGold Fields Ltd	$208K	0.14%	0.00%	New	Q3 2025
CVXChevron Corp	$195K	0.13%	0.00%	+0.6%	Q4 2024
PSIXPower Solutions International, Inc.	$187K	0.13%	0.01%	New	Q3 2025
NRGNRG Energy, Inc.	$178K	0.12%	0.00%	New	Q3 2025
PANWPalo Alto Networks Inc	$174K	0.12%	0.00%	Not reported	Q4 2024
UBERUber Technologies, Inc	$170K	0.12%	0.00%	Not reported	Q4 2024

Q2 2025Reported Aug 8, 2025165 positions
METAMeta Platforms, Inc.	$6.65M	5.24%	Not reported	+3.7%	Q4 2024
AAPLApple Inc.	$6.1M	4.80%	0.00%	-6.6%	Q4 2024
NVDANvidia Corp	$4.82M	3.79%	0.00%	+4.4%	Q4 2024
MSFTMicrosoft Corp	$4.34M	3.42%	0.00%	+7.1%	Q4 2024
AMZNAmazon Com Inc	$2.9M	2.28%	0.00%	+1.8%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2.34M	1.84%	Not reported	-1.5%	Q4 2024
COSTCostco Wholesale Corp	$2.26M	1.78%	0.00%	+1.9%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$2.25M	1.77%	0.00%	+5.5%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.03M	1.60%	Not reported	Not reported	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.91M	1.50%	Not reported	+6.4%	Q4 2024
BALTBaltic Trading Ltd	$1.89M	1.49%	Not reported	+2.3%	Q4 2024
PLTRPalantir Technologies Inc.	$1.16M	0.91%	0.00%	+1256.9%	Q1 2025
WMWaste Management Inc	$1.12M	0.88%	0.00%	+6.2%	Q4 2024
TSLATesla, Inc.	$1.02M	0.80%	0.00%	+16.8%	Q4 2024
SMHMarket Vectors ETF Trust	$748K	0.59%	Not reported	+436.2%	Q4 2024
NOWServiceNow, Inc.	$729K	0.57%	0.00%	Not reported	Q4 2024
RSGRepublic Services, Inc.	$666K	0.52%	0.00%	+1.0%	Q4 2024
JIVEJive Software, Inc.	$649K	0.51%	0.01%	New	Q2 2025
TGRWArch Management Services Inc.	$557K	0.44%	Not reported	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$537K	0.42%	0.00%	+0.4%	Q4 2024
VSTVistra Corp.	$520K	0.41%	0.00%	+492.1%	Q4 2024
AVGOBroadcom Inc.	$450K	0.35%	0.00%	+56.1%	Q4 2024
GOOGLAlphabet Inc.	$444K	0.35%	0.00%	+6.1%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$416K	0.33%	Not reported	+0.7%	Q4 2024
RTXRTX Corp	$384K	0.30%	0.00%	+651.7%	Q4 2024
DAVEDave Inc.	$359K	0.28%	Not reported	New	Q2 2025
CRDOCredo Technology Group Holding Ltd	$351K	0.28%	0.00%	Not reported	Q4 2024
QTUMQuantum Group Inc	$334K	0.26%	Not reported	New	Q2 2025
AIQAlliance HealthCare Services, Inc	$321K	0.25%	0.07%	+2.9%	Q4 2024
SLViShares Silver Trust	$303K	0.24%	0.00%	-48.1%	Q4 2024
CLSCelestica Inc	$302K	0.24%	0.00%	+1758.7%	Q4 2024
XOMExxonMobil Holdings Corp	$294K	0.23%	0.00%	+0.8%	Q4 2024
FULTFulton Financial Corp	$281K	0.22%	0.01%	Not reported	Q4 2024
ATEYYAdvantest Corp	$276K	0.22%	0.00%	New	Q2 2025
SPOTSpotify Technology S.A.	$274K	0.22%	0.00%	Not reported	Q4 2024
CVSACovista Inc.	$265K	0.21%	0.01%	New	Q2 2025
AGXArgan Inc	$232K	0.18%	0.01%	Not reported	Q4 2024
GLTRabrdn Precious Metals Basket ETF Trust	$219K	0.17%	0.02%	-2.9%	Q1 2025
VVisa Inc.	$217K	0.17%	0.00%	Not reported	Q4 2024
APHAmphenol Corp	$206K	0.16%	0.00%	Not reported	Q4 2024
NFLXNetflix Inc	$201K	0.16%	0.00%	New	Q2 2025
BYRNByrna Technologies Inc.	$181K	0.14%	0.03%	New	Q2 2025
BSXBoston Scientific Corp	$180K	0.14%	0.00%	New	Q2 2025
CVXChevron Corp	$179K	0.14%	0.00%	+0.7%	Q4 2024
GOOGAlphabet Inc.	$176K	0.14%	Not reported	+0.2%	Q4 2024
PANWPalo Alto Networks Inc	$175K	0.14%	0.00%	+54.0%	Q4 2024
UBERUber Technologies, Inc	$162K	0.13%	0.00%	Not reported	Q4 2024
WCNWaste Connections, Inc.	$149K	0.12%	0.00%	+100.0%	Q4 2024
SMCISuper Micro Computer, Inc.	$149K	0.12%	0.00%	Not reported	Q4 2024
ALABAstera Labs, Inc.	$148K	0.12%	0.00%	Not reported	Q4 2024

Q1 2025Reported May 9, 2025156 positions
AAPLApple Inc.	$7.07M	6.87%	0.00%	-3.2%	Q4 2024
METAMeta Platforms, Inc.	$5.01M	4.87%	Not reported	+5.2%	Q4 2024
NVDANvidia Corp	$3.17M	3.08%	0.00%	-39.8%	Q4 2024
MSFTMicrosoft Corp	$3.06M	2.98%	0.00%	-45.2%	Q4 2024
AMZNAmazon Com Inc	$2.47M	2.40%	0.00%	+4.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.22M	2.16%	Not reported	Not reported	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2.15M	2.09%	Not reported	-1.2%	Q4 2024
COSTCostco Wholesale Corp	$2.12M	2.06%	0.00%	-4.8%	Q4 2024
BALTBaltic Trading Ltd	$1.8M	1.75%	Not reported	-1.0%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.53M	1.48%	Not reported	-9.2%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$1.48M	1.43%	0.01%	+19.1%	Q4 2024
WMWaste Management Inc	$1.07M	1.04%	0.00%	+49.0%	Q4 2024
TSLATesla, Inc.	$713K	0.69%	0.00%	-18.3%	Q4 2024
RSGRepublic Services, Inc.	$648K	0.63%	0.00%	+0.3%	Q4 2024
NOWServiceNow, Inc.	$564K	0.55%	0.00%	-44.4%	Q4 2024
SLViShares Silver Trust	$552K	0.54%	0.00%	+9273.7%	Q4 2024
TGRWArch Management Services Inc.	$474K	0.46%	Not reported	+2307.3%	Q4 2024
JPMJPMorgan Chase & Co	$452K	0.44%	0.00%	+111.2%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$400K	0.39%	Not reported	+0.6%	Q4 2024
GOOGLAlphabet Inc.	$368K	0.36%	0.00%	-21.9%	Q4 2024
GLDSPDR Gold Trust	$344K	0.33%	0.00%	+2387.5%	Q4 2024
XOMExxonMobil Holdings Corp	$322K	0.31%	0.00%	-3.7%	Q4 2024
FULTFulton Financial Corp	$282K	0.27%	0.01%	Not reported	Q4 2024
AIQAlliance HealthCare Services, Inc	$260K	0.25%	0.07%	0.0%	Q4 2024
VVisa Inc.	$214K	0.21%	0.00%	Not reported	Q4 2024
GLTRabrdn Precious Metals Basket ETF Trust	$211K	0.21%	0.02%	New	Q1 2025
CVXChevron Corp	$207K	0.20%	0.00%	+0.7%	Q4 2024
AVGOBroadcom Inc.	$175K	0.17%	0.00%	-68.3%	Q4 2024
GOOGAlphabet Inc.	$155K	0.15%	Not reported	-59.7%	Q4 2024
HDHome Depot, Inc.	$145K	0.14%	0.00%	Not reported	Q4 2024
UBERUber Technologies, Inc	$126K	0.12%	0.00%	+16.8%	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$114K	0.11%	Not reported	Not reported	Q4 2024
SMHMarket Vectors ETF Trust	$106K	0.10%	Not reported	Not reported	Q4 2024
SMCISuper Micro Computer, Inc.	$104K	0.10%	0.00%	-26.0%	Q4 2024
ALABAstera Labs, Inc.	$97.8K	0.10%	0.00%	-13.2%	Q4 2024
PNCPNC Financial Services Group, Inc.	$96K	0.09%	0.00%	Not reported	Q4 2024
PANWPalo Alto Networks Inc	$94.9K	0.09%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$94.5K	0.09%	0.00%	-0.1%	Q4 2024
QCOMQualcomm Inc	$92.2K	0.09%	0.00%	Not reported	Q4 2024
TSCOTractor Supply Co	$90.9K	0.09%	0.00%	-52.9%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$87.2K	0.08%	0.00%	-25.0%	Q4 2024
WCNWaste Connections, Inc.	$78.1K	0.08%	0.00%	Not reported	Q4 2024
ARMArm Holdings PLC	$74.8K	0.07%	0.00%	Not reported	Q4 2024
PEPPepsico Inc	$74.6K	0.07%	0.00%	+1.2%	Q4 2024
ABBVAbbVie Inc.	$70.3K	0.07%	0.00%	+0.6%	Q4 2024
AMDAdvanced Micro Devices Inc	$61.6K	0.06%	0.00%	-63.6%	Q4 2024
OXYOccidental Petroleum Corp	$61.3K	0.06%	0.00%	-10.1%	Q4 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$59.5K	0.06%	Not reported	-15.6%	Q4 2024
VLOValero Energy Corp	$59.4K	0.06%	0.00%	-50.0%	Q4 2024
ENBPENB Financial Corp	$57.1K	0.06%	0.06%	Not reported	Q4 2024

Premium opens every quarter this fund has filed