Comprehensive Financial Planning, Inc./PA has disclosed its latest investment holdings, reporting a total value of $187.55 million as of September 30, 2026. This information, filed with the SEC, underscores the company’s strategic focus in the asset management sector.
The filing reflects the company’s ongoing efforts to manage a diversified portfolio, with significant investments in leading firms such as Apple Inc., Amazon.com Inc., and others. This move is indicative of the firm’s approach to navigating the competitive landscape of financial services, particularly in the asset management industry.
Background
Comprehensive Financial Planning, Inc./PA, based in East Petersburg, Pennsylvania, operates in the financial services sector. The company specializes in providing asset management services. The most recent SEC filing, dated October 27, 2026, is a 13F-HR form, which reports the firm’s holdings as of the end of the third quarter.
What the Filing Says
The filing states that the total value of reported holdings is $187,552,386, with 428 total positions. It was signed by President Richard J. Walters, indicating the firm’s commitment to transparency and regulatory compliance.
Impact
This filing may affect various stakeholders, including clients, investors, and competitors within the asset management industry. The detailed breakdown of holdings provides insights into the firm’s investment strategy and market positioning.
What's Next
The filing does not specify what happens next regarding these holdings or any upcoming strategic initiatives.