account_balance
Investment manager · 13F filer · SEC CIK 2044855
Comprehensive Financial Planning, Inc.
Reported value$185Mas of Sep 30, 2026
Positions403 36 new, 60 sold out
Top 10 weight36.4%NVDA alone is 5%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corp
5.2%
AAPLApple Inc
5.2%Added +2%
JAAAJanus Henderson Aaa Clo ETF
4.7%
MUMicron Technology Inc
4.2%Added +14%
VOOVanguard S&P 500 ETF
3.4%
XLGInvesco S&P 500 Top 50 ETF
3.2%
IVViShares Core S&P 500 ETF
3.0%
CRWDCrowdstrike Hldgs Inc Class Class A
2.5%Added +292%
SOXXiShares Semiconductor ETF
2.5%Added +5%
METAMeta Platforms Inc Class A
2.3%
JIVEJPMorgan International Value ETF
2.2%Added +8%
MSFTMicrosoft Corp
2.1%
NVDANvidia Corp
5.2%
AAPLApple Inc
5.2%Added +2%
JAAAJanus Henderson Aaa Clo ETF
4.7%
MUMicron Technology Inc
4.2%Added +14%
VOOVanguard S&P 500 ETF
3.4%
XLG3.2%
IVV3.0%
CRWD2.5%SOXX2.5%
META2.3%JIVE2.2%
MSFT2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corp 5.2% HeldAAPL Apple Inc 5.2% Added +2%
JAAA Janus Henderson Aaa Clo ETF 4.7% Held
MU Micron Technology Inc 4.2% Added +14%VOO Vanguard S&P 500 ETF 3.4% Held
XLG Invesco S&P 500 Top 50 ETF 3.2% Held
IVV iShares Core S&P 500 ETF 3.0% Held
CRWD Crowdstrike Hldgs Inc Class Class A 2.5% Added +292%SOXX iShares Semiconductor ETF 2.5% Added +5%
META Meta Platforms Inc Class A 2.3% HeldJIVE JPMorgan International Value ETF 2.2% Added +8%
MSFT Microsoft Corp 2.1% HeldWhat changed