Comprehensive Financial Planning, Inc./PA
All 13F Filings
- Location
- East Petersburg, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 187,552
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 427 | 187,552 | 13F-HR | Comprehensive Financial Planning, Inc./PA |
| 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 | 72.14 K | 38.5% | 23.24 K | 0 | 23.24 K |
| ETFs | 115.4 K | 61.5% | 19.91 K | 0 | 19.91 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
187,552
Holdings
427
QoQ value change ($000)
43,154
(29.9%)
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.