Comprehensive Financial Planning, Inc./Pa - Q12026 Holdings

Comprehensive Financial Planning, Inc./Pa holds 387 stocks with a total portfolio value of $ 144.4M as of Q12026. In Q12026, Comprehensive Financial Planning, Inc./Pa added 37 new positions, increased stakes in 124 stocks, reduced 56 holdings, and fully exited 65 positions. The largest holding is Janus Henderson Aaa Clo Etf (JAAA), representing 6.00% of the total portfolio.