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Comprehensive Financial Planning, Inc./PA | Tormere

Comprehensive Financial Planning, Inc./PA

Est. AUM

$143.7M

13F long equity, this entity only

Positions

384

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	JANUS HENDERSON AAA CLO ETF	UIE	$8.7M	171955	6.03%	SOLE
2	NVIDIA CORP	COM	$7.5M	42762	5.19%	SOLE
3	APPLE INC	COM	$7.3M	28602	5.05%	SOLE
4	VANGUARD S&P 500 ETF	UIE	$5.3M	8861	3.69%	SOLE
5	INVESCO S&P 500 TOP 50 ETF	UIE	$5.0M	92005	3.49%	SOLE
6	ISHARES CORE S&P 500 ETF	UIE	$4.6M	7046	3.20%	SOLE
7	META PLATFORMS INC CLASS CLASS A	COM	$3.3M	5825	2.32%	SOLE
8	JPMORGAN INTERNATIONAL VALUE ETF	UIE	$3.2M	37516	2.24%	SOLE
9	JPMORGAN ACTIVE GROWTH ETF	UIE	$3.1M	36393	2.14%	SOLE
10	MICROSOFT CORP	COM	$2.9M	7707	1.99%	SOLE
11	T. ROWE PRICE BLUE CHIP GROWTH ETF	UIE	$2.8M	63633	1.96%	SOLE
12	AMAZON.COM INC	COM	$2.8M	13306	1.93%	SOLE
13	WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND	UIE	$2.7M	31130	1.90%	SOLE
14	STATE STREET SPDR S&P 500 ETF TRUST	UIE	$2.5M	3906	1.77%	SOLE
15	ISHARES S&P 500 GROWTH ETF	UIE	$2.5M	22097	1.74%	SOLE
16	SCHWAB U.S. LARGE-CAP GROWTH ETF	UIE	$2.4M	81897	1.66%	SOLE
17	COSTCO WHSL CORP NEW	COM	$2.3M	2302	1.60%	SOLE
18	ISHARES SEMICONDUCTOR ETF	UIE	$2.3M	6907	1.58%	SOLE
19	PALANTIR TECHNOLOGIES INCLASS CLASS A	COM	$2.2M	15339	1.56%	SOLE
20	INNOVATOR DEFINED WEALTHSHIELD ETF	UIE	$2.1M	62077	1.45%	SOLE
21	BERKSHIRE HATHAWAY CLASS B	COM	$2.0M	4199	1.40%	SOLE
22	INVESCO NASDAQ 100 ETF	UIE	$1.9M	8107	1.34%	SOLE
23	ISHARES EXPANDED TECH SECTOR ETF	UIE	$1.8M	15111	1.25%	SOLE
24	SCHWAB U.S. DIVIDEND EQUITY ETF	UIE	$1.8M	58283	1.24%	SOLE
25	CROWDSTRIKE HLDGS INC CLASS A	COM	$1.7M	4464	1.21%	SOLE
26	T. ROWE PRICE US EQUITY RESEARCH ETF	UIE	$1.7M	41754	1.19%	SOLE
27	VICTORYSHARES FREE CASH FLOW ETF	UIE	$1.7M	42806	1.18%	SOLE
28	INVESCO QQQ TR	UIE	$1.6M	2748	1.10%	SOLE
29	MICRON TECHNOLOGY INC	COM	$1.5M	4581	1.08%	SOLE
30	INVESCO S & P MIDCAP MOMENTUM ETF	UIE	$1.5M	10552	1.06%	SOLE
31	VANECK SEMICONDUCTOR ETF	UIE	$1.4M	3707	0.99%	SOLE
32	ROUNDHILL MAGNIFICENT SEVEN ETF	UIE	$1.3M	21598	0.87%	SOLE
33	FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF	UIE	$1.3M	48919	0.87%	SOLE
34	JPMORGAN CORE PLUS BOND ETF	UIE	$1.2M	25885	0.85%	SOLE
35	PACER SWAN SOS FUND OF FUNDS ETF	UIE	$1.2M	37219	0.83%	SOLE
36	TESLA INC	COM	$1.2M	3189	0.83%	SOLE
37	INNOVATOR IBD 50 ETF	UIE	$1.2M	35420	0.82%	SOLE
38	AVANTIS US LARGE CAP VALUE ETF	UIE	$1.2M	14365	0.81%	SOLE
39	FIRST TRUST US EQUITY OPPORTUNITIES ETF	UIE	$1.2M	7282	0.81%	SOLE
40	STATE STREET SPDR S&P TELECOM ETF	UIE	$1.2M	6119	0.80%	SOLE
41	WASTE MGMT INC DEL	COM	$1.1M	4867	0.78%	SOLE
42	ISHARES U.S. TECHNOLOGY ETF	UIE	$1.1M	6000	0.76%	SOLE
43	T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF	UIE	$992K	27870	0.69%	SOLE
44	VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES	UIE	$988K	1415	0.69%	SOLE
45	JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF	UIE	$960K	17292	0.67%	SOLE
46	VANGUARD MID-CAP INDEX FUND ETF SHARES	UIE	$918K	3195	0.64%	SOLE
47	ALPHABET INC CLASS CLASS A	COM	$885K	3076	0.62%	SOLE
48	INVESCO S&P 500 EQUAL WEIGHT ETF	UIE	$868K	4521	0.60%	SOLE
49	JANUS HENDERSON SECURITIZED INCOME ETF	UIE	$743K	14410	0.52%	SOLE
50	STATE STREET SPDR S&P 1500 VALUE TILT ETF	UIE	$715K	3326	0.50%	SOLE

1–50 of 384

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.