Comprehensive Financial Planning Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Palantir
PLTR
|
+$924K |
| 2 |
CapForce IBD 50 ETF
FFTY
|
+$876K |
| 3 |
First Trust US Equity Opportunities ETF
FPX
|
+$869K |
| 4 |
JPMorgan Active Growth ETF
JGRO
|
+$617K |
| 5 |
JPMorgan International Value ETF
JIVE
|
+$603K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$421K |
| 2 |
Aptus Defined Risk ETF
DRSK
|
+$353K |
| 3 |
SPDR Gold Trust
GLD
|
+$347K |
| 4 |
iShares Silver Trust
SLV
|
+$262K |
| 5 |
iShares US Transportation ETF
IYT
|
+$160K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.69% |
| 2 | Communication Services | 6.23% |
| 3 | Consumer Discretionary | 3.33% |
| 4 | Financials | 2.57% |
| 5 | Industrials | 2.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ZIMV
351
DELISTED
ZimVie
ZIMV
| – | – |
-100
| Closed | -$1.08K |
|
352
Trump Media & Technology Group
DJT
$2.72B
| – | – |
-1
| Closed | -$19 |
|
Similar funds
Comprehensive Financial Planning's Q2 2025 Portfolio in Review
As of Q2 2025, Comprehensive Financial Planning held 355 positions worth $127M, up 24% from $103M the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Comprehensive Financial Planning deployed $11.1M of net new capital in Q2 2025, opening 25 new positions and adding to 141 existing holdings. Its largest new stake was CapForce IBD 50 ETF: 30,666 shares worth $996K.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 16% a quarter earlier, followed by Communication Services and Consumer Discretionary.
On the sell side, the largest reduction was Apple, an estimated $421K trimmed.
- Comprehensive Financial Planning's largest Q2 2025 buy was CapForce IBD 50 ETF: 30,666 shares worth $996K.
- Comprehensive Financial Planning added most to Palantir in Q2 2025, an estimated $924K increase.
- Comprehensive Financial Planning's biggest Q2 2025 reduction was Apple, cutting an estimated $421K.
- Comprehensive Financial Planning fully exited Aptus Defined Risk ETF in Q2 2025, selling an estimated $353K.
- Comprehensive Financial Planning's ten largest holdings make up 39% of its $127M portfolio in Q2 2025.
- Comprehensive Financial Planning opened 25 new positions and closed 18 in Q2 2025.
- Comprehensive Financial Planning's portfolio value rose 24% quarter-over-quarter to $127M.
Based on Comprehensive Financial Planning's 13F filing for Q2 2025, filed 8 Aug 2025.