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Comprehensive Financial Planning, Inc./pa
Comprehensive Financial Planning, Inc. is an independent Registered Investment Advisor (RIA) headquartered in East Petersburg, Pennsylvania. Founded in 1984, the firm specializes in asset management for both individuals and retirement plans, serving a diverse clientele including pension and profit-sharing plans, individuals, business entities, trusts, estates, and charitable organizations. The firm is privately owned by Richard J. Walters, CFP®, AIF®, who is also the President, and it employs approximately six staff members. With over 40 years in business, it has a longstanding reputation for personalized financial planning and disciplined portfolio management.
Investment Strategy
Comprehensive Financial Planning, Inc. adopts a disciplined approach to asset management through its Managed Portfolio Program, assisting clients in achieving long-term investment objectives. For individual investors, portfolios are customized based on specific objectives and risk tolerance. For retirement plan clients, the firm works closely with plan trustees to select and maintain investment options in line with investment policy statements and assists participants in developing strategies tailored to their needs. The firm employs both active and passive investment vehicles, focusing on diversification, regular account reviews, and adherence to the clients' financial goals.
Latest 13F Filing Activity
Comprehensive Financial Planning, Inc./pa filed their most recent 13F report on Jun 30, 2025 disclosing 332 equity positions with a total 13F market value of $127M. The fund increased holdings in Nvidia Corp., Meta Platforms Inc. Class A, Microsoft Corp. among other positions. Comprehensive Financial Planning, Inc./pa reduced exposure to Apple Inc., Aptus Defined Risk Etf, SPDR Gold Shares Etf among others.
Top Holdings
Equity Positions (332)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JAAA | JANUS HENDERSON AAA CLO ETF | 6.78% | $8.6M | 169,797 | $50.71 | $50.75 | +$249.9K |
M META | META PLATFORMS INC CLASS A | 5.24% | $6.6M | 9,008 | $590.53 | $738.09 | +$1.6M |
A AAPL | APPLE INC | 4.80% | $6.1M | 29,731 | $250.42 | $205.17 | -$967.6K |
V VOO | VANGUARD S&P 500 ETF | 3.88% | $4.9M | 8,677 | $538.77 | $568.03 | +$600.1K |
N NVDA | NVIDIA CORP | 3.79% | $4.8M | 30,496 | $135.29 | $157.99 | +$1.7M |
Industry Allocation
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