Comprehensive Financial Planning, Inc./PA

13F Filings History

Latest 13F report
Q3 2025 - Nov 12, 2025
Value $
$146M
Signature - Title
Richard J. Walters - President
Location
East Petersburg, PA
Summary
This page shows a list of all the recent 13F filings made by Comprehensive Financial Planning, Inc./PA. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Comprehensive Financial Planning, Inc./PA reported 347 stock holdings with total value $146M as of Q3 2025. Top holdings included JAAA, AAPL, META, NVDA, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 347 $146M +$13.8M -$5.1M +$8.7M JAAA, AAPL, META, NVDA, MSFT 13F-HR 11/12/2025, 01:41 PM
Q2 2025 337 $127M +$15.6M -$2.56M +$13M JAAA, META, AAPL, VOO, NVDA 13F-HR 8/8/2025, 08:47 AM
Q1 2025 330 $103M +$15.7M -$24M -$8.3M JAAA, AAPL, META, VOO, XLG 13F-HR 5/9/2025, 02:50 PM
Q4 2024 356 $118M $0 $0 AAPL, NVDA, MSFT, META, JAAA 13F-HR 1/28/2025, 06:21 PM