13F Filings History of Comprehensive Financial Planning, Inc./PA

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$150,848,465
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 414 stock holdings with total value $150,848,465 as of Q4 2025. Top holdings included JAAA, AAPL, NVDA, MSFT, and XLG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 414 $150,848,465 +$10,578,825 -$5,855,993 +$4,722,832 JAAA, AAPL, NVDA, MSFT, XLG 13F-HR 11 Feb 2026, 09:56
Q3 2025 347 $145,928,014 +$13,803,718 -$5,101,119 +$8,702,599 JAAA, AAPL, META, NVDA, MSFT 13F-HR 12 Nov 2025, 13:41
Q2 2025 337 $127,007,265 +$15,580,851 -$2,560,998 +$13,019,853 JAAA, META, AAPL, VOO, NVDA 13F-HR 08 Aug 2025, 08:47
Q1 2025 330 $102,833,827 +$15,706,376 -$24,006,255 -$8,299,879 JAAA, AAPL, META, VOO, XLG 13F-HR 09 May 2025, 14:50
Q4 2024 356 $118,411,870 $0 $0 $0 AAPL, NVDA, MSFT, META, JAAA 13F-HR 28 Jan 2025, 18:21