Comprehensive Financial Planning, Inc./PA has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The report lists 428 separate positions held by the firm, managed by President Richard J. Walters. The total value of the securities listed in the filing is approximately $18.76 million.
The portfolio is heavily diversified across various sectors, with a significant allocation to large-cap technology and growth stocks. Top holdings include Apple Inc., with 29,154 shares, Amazon.com Inc. with 13,394 shares, and Broadcom Inc. with 2,181 shares. The firm also holds substantial positions in other major technology names such as Advanced Micro Devices Inc., Arista Networks Inc., and Dell Technologies Inc.
Beyond individual equities, the portfolio includes a wide array of exchange-traded funds (ETFs). These funds cover broad market indices, such as the iShares Core S&P 500 ETF (7,330 shares) and the iShares Core S&P 500 Growth ETF (22,180 shares). There is also a notable presence in thematic ETFs, including the Roundhill Magnificent Seven ETF (20,280 shares) and the Global X Artificial Intelligence & Technology ETF (7,378 shares).
The filing indicates that all positions are held in a Sole voting capacity, with no shared voting or investment power.
