Comprehensive Financial Planning, Inc./PA
All 13F Filings
- Location
- East Petersburg, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 144,398
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/7/2026 | 387 | 144,398 | 13F-HR | Comprehensive Financial Planning, Inc./PA |
| Q4 2025 | 2/11/2026 | 415 | 151,221 | 13F-HR | Comprehensive Financial Planning, Inc./PA |
| Q3 2025 | 11/12/2025 | 347 | 145,928 | 13F-HR | Comprehensive Financial Planning, Inc./PA |
| Q2 2025 | 8/8/2025 | 337 | 127,007 | 13F-HR | Comprehensive Financial Planning, Inc./PA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 48.9 K | 33.9% | 0 | 102.3 K | -102.3 K |
| ETFs | 95.5 K | 66.1% | 95.5 K | 0 | 95.5 K |
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Fund Snapshot
Q1 2026
Latest filed
4/7/2026
Total value ($000)
144,398
Holdings
387
QoQ value change ($000)
-6,823
(-4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.