Comprehensive Financial Consultants Institutional, Inc.
Sector Allocation
- Other24.4%$90.3M
- Technology21.4%$79.3M
- Financials14.0%$52.0M
- Healthcare10.2%$37.9M
- Industrials9.4%$34.7M
- Consumer Discretionary6.2%$23.0M
- Energy3.5%$13.2M
- Utilities3.0%$11.3M
- Consumer Staples2.8%$10.3M
- Materials1.9%$7.0M
AUM History
13fpro.ai/research/fund/comprehensive-financial-consultants-institutional-inc-1915714
Conviction and streaks
Concentrating · top 10 = 20.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
QQQ
$10.5MAAPL
$8.9MMSFT
$8.4MJPM
$8.4MLLY
$8.1MMPC
$7.7MJNJ
$6.4METN
$6.3MADI
$5.8MJCI
$5.8MAVGO
$5.8MAMD
$5.4MABBV
$5.4MWMT
$5.1MHD
$5.1MCB
$5.0M- INNOVATOR$5.0M
MSI
$5.0MUNP
$5.0MVZ
$4.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/comprehensive-financial-consultants-institutional-inc-1915714
Comprehensive Financial Consultants Institutional, Inc. 13F holdings — Q3 2026
$370.8M portfolio (-1.9% QoQ) · 198 holdings · Q3 2026 13F · top 10 are 21% of the stock portfolio
$10.5M
2.8% of stocks
+3%This quarter-2.2%Since filed11+ qtrsHeld$8.9M
2.4% of stocks
-5%This quarter+0.6%Since filed11+ qtrsHeld$8.4M
2.3% of stocks
-5%This quarter-1.3%Since filed11+ qtrsHeld$8.4M
2.3% of stocks
-2%This quarter-0.4%Since filed11+ qtrsHeld$8.1M
2.2% of stocks
No changeThis quarter+2.2%Since filed11+ qtrsHeld$7.7M
2.1% of stocks
-20%This quarter-1.3%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$6.4M
1.7% of stocks
-5%This quarter+5.1%Since filed11+ qtrsHeld$6.3M
1.7% of stocks
-5%This quarter-7.6%Since filed11+ qtrsHeld$5.8M
1.6% of stocks
-7%This quarter+1.0%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$5.8M
1.6% of stocks
-6%This quarter-0.1%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 6 qtrs in a row
All holdings — Comprehensive Financial Consultants Institutional, Inc. (Q3 2026)
198 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Broadcom Inc. | Technology | $5.8M | 1.6% | 17K | -4% | 11+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ADVANCED MICRO DEVICES INC | Technology | $5.4M | 1.5% | 8,887 | -6% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AbbVie Inc. | Healthcare | $5.4M | 1.4% | 20K | -7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Walmart Inc. | Consumer Staples | $5.1M | 1.4% | 49K | -4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | HOME DEPOT, INC. | Consumer Discretionary | $5.1M | 1.4% | 18K | -0.5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Chubb Ltd | Financials | $5.0M | 1.4% | 15K | -5% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | INNOVATOR ETFS TRUST - U S EQ 10 BUFFER | — | $5.0M | 1.3% | 144K | +6% | — | — | 13F |
| 18 | Motorola Solutions, Inc. | Technology | $5.0M | 1.3% | 11K | -5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | UNION PACIFIC CORP | Industrials | $5.0M | 1.3% | 18K | -7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | VERIZON COMMUNICATIONS INC | Communication Services | $4.9M | 1.3% | 106K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CME GROUP INC. | Financials | $4.9M | 1.3% | 19K | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Air Products & Chemicals, Inc. | Materials | $4.7M | 1.3% | 17K | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | — | $4.6M | 1.2% | 131K | +17% | — | — | 13F |
| 24 | WELLS FARGO & COMPANY/MN | Financials | $4.6M | 1.2% | 57K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | SERVICE CORP INTERNATIONAL | Consumer Discretionary | $4.2M | 1.1% | 55K | +0.3% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $4.1M | 1.1% | 15K | -6% | |||
| 27 | $AMZN | AMAZON COM INC | Consumer Discretionary | $4.1M | 1.1% | 16K | +0.4% | |||
| 28 | $NVDA | NVIDIA CORP | Technology | $4.0M | 1.1% | 18K | -4% | |||
| 29 | $GOOGL | Alphabet Inc. | Technology | $3.8M | 1.0% | 11K | -0.4% | |||
| 30 | — | ISHARES TR - RUSSELL 2000 ETF | — | $3.7M | 1.0% | 13K | -3% | |||
| 31 | $CRM | Salesforce, Inc. | Technology | $3.7M | 1.0% | 16K | -0.5% | |||
| 32 | $O | REALTY INCOME CORP | Real Estate | $3.7M | 1.0% | 68K | +9% | |||
| 33 | $CMI | CUMMINS INC | Industrials | $3.7M | 1.0% | 7,127 | +8% | |||
| 34 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $3.6M | 1.0% | 9,869 | New | |||
| 35 | $META | Meta Platforms, Inc. | Technology | $3.6M | 1.0% | 4,956 | +0.5% | |||
| 36 | $ETR | ENTERGY CORP /DE/ | Utilities | $3.5M | 0.9% | 36K | -2% | |||
| 37 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $3.5M | 0.9% | 41K | +34% | |||
| 38 | $WT | WisdomTree, Inc. | Financials | $3.4M | 0.9% | 49K | -3% | |||
| 39 | $GEV | GE Vernova Inc. | Industrials | $3.4M | 0.9% | 3,562 | -2% | |||
| 40 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $3.2M | 0.9% | 17K | -0.5% | |||
| 41 | $APH | AMPHENOL CORP /DE/ | Technology | $3.0M | 0.8% | 36K | +303% | |||
| 42 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $3.0M | 0.8% | 59K | +0.3% | |||
| 43 | $EW | Edwards Lifesciences Corp | Healthcare | $3.0M | 0.8% | 35K | +0.8% | |||
| 44 | $FANG | Diamondback Energy, Inc. | Energy | $3.0M | 0.8% | 16K | +1% | |||
| 45 | $PH | Parker-Hannifin Corp | Industrials | $3.0M | 0.8% | 3,103 | +2% | |||
| 46 | — | FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH | — | $3.0M | 0.8% | 78K | -2% | |||
| 47 | $ALL | ALLSTATE CORP | Financials | $3.0M | 0.8% | 13K | -2% | |||
| 48 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $3.0M | 0.8% | 5,787 | New | |||
| 49 | $IVZ | Invesco Ltd. | Financials | $2.9M | 0.8% | 14K | New | |||
| 50 | $TT | Trane Technologies plc | Technology | $2.9M | 0.8% | 6,474 | +1% | |||
| 51 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $2.9M | 0.8% | 8,687 | +4% | |||
| 52 | $CEG | Constellation Energy Corp | Utilities | $2.9M | 0.8% | 11K | +5% | |||
| 53 | $MS | MORGAN STANLEY | Financials | $2.9M | 0.8% | 15K | -13% | |||
| 54 | $NXPI | NXP Semiconductors N.V. | Technology | $2.8M | 0.8% | 12K | +3% | |||
| 55 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LAD | — | $2.8M | 0.8% | 98K | +7% | |||
| 56 | $SNPS | SYNOPSYS INC | Technology | $2.8M | 0.8% | 6,419 | +7% | |||
| 57 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $2.7M | 0.7% | 85K | +1% | |||
| 58 | — | INNOVATOR ETFS TRUST - LADERD ALCTN PWR | — | $2.7M | 0.7% | 50K | +5% | |||
| 59 | $SPGI | S&P Global Inc. | Financials | $2.6M | 0.7% | 6,632 | +3% | |||
| 60 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $2.1M | 0.6% | 43K | -21% | |||
| 61 | — | PROSHARES TR - S&P 500 DV ARIST | — | $2.0M | 0.6% | 38K | -4% | |||
| 62 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.0M | 0.5% | 2,628 | -60% | |||
| 63 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $1.9M | 0.5% | 44K | +555% | |||
| 64 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.8M | 0.5% | 17K | -21% | |||
| 65 | $V | VISA INC. | Financials | $1.8M | 0.5% | 5,054 | -0.1% | |||
| 66 | — | FIRST TR EXCHNG TRADED FD VI - VEST NASDAQ-100 | — | $1.8M | 0.5% | 69K | New | |||
| 67 | $CVX | CHEVRON CORP | Energy | $1.8M | 0.5% | 8,771 | -17% | |||
| 68 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.7M | 0.5% | 11K | +3% | |||
| 69 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $1.6M | 0.4% | 35K | +2% | |||
| 70 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.6M | 0.4% | 6,920 | -22% | |||
| 71 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $1.6M | 0.4% | 3,339 | -2% | |||
| 72 | — | PACER FDS TR - US LRG CP CASH | — | $1.6M | 0.4% | 40K | -4% | |||
| 73 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.6M | 0.4% | 12K | +4% | |||
| 74 | $WM | WASTE MANAGEMENT INC | Utilities | $1.6M | 0.4% | 7,641 | -2% | |||
| 75 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $1.5M | 0.4% | 25K | -7% | |||
| 76 | $KO | COCA COLA CO | Consumer Staples | $1.5M | 0.4% | 18K | -4% | |||
| 77 | — | ISHARES TR - MSCI USA MIN ETF | — | $1.5M | 0.4% | 16K | +1% | |||
| 78 | — | NORTHERN LTS FD TR II - ESSEN 40 STK ETF | — | $1.5M | 0.4% | 72K | -1.0% | |||
| 79 | $AMGN | AMGEN INC | Healthcare | $1.5M | 0.4% | 3,472 | -15% | |||
| 80 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US | — | $1.4M | 0.4% | 30K | -6% | |||
| 81 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.4M | 0.4% | 6,092 | +4% | |||
| 82 | — | PACER FDS TR - US CASH COWS 100 | — | $1.4M | 0.4% | 21K | -3% | |||
| 83 | $QCOM | QUALCOMM INC/DE | Technology | $1.4M | 0.4% | 7,570 | +4% | |||
| 84 | $PEP | PEPSICO INC | Consumer Staples | $1.4M | 0.4% | 11K | +1% | |||
| 85 | $WT | WisdomTree, Inc. | Financials | $1.4M | 0.4% | 27K | +0.7% | |||
| 86 | $EMR | EMERSON ELECTRIC CO | Industrials | $1.4M | 0.4% | 8,851 | -7% | |||
| 87 | $DUK | Duke Energy CORP | Utilities | $1.3M | 0.4% | 12K | +2% | |||
| 88 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.3M | 0.4% | 22K | -9% | |||
| 89 | $AZN | ASTRAZENECA PLC | Healthcare | $1.3M | 0.4% | 8,308 | +4% | |||
| 90 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.3M | 0.3% | 13K | -7% | |||
| 91 | — | PACER FDS TR - GLOBL CASH ETF | — | $1.3M | 0.3% | 28K | -36% | |||
| 92 | $SLV | iShares Silver Trust | Financials | $1.2M | 0.3% | 22K | +36% | |||
| 93 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $1.2M | 0.3% | 16K | -2% | |||
| 94 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $1.2M | 0.3% | 6,208 | -6% | |||
| 95 | $SYK | STRYKER CORP | Healthcare | $1.2M | 0.3% | 4,282 | -3% | |||
| 96 | $NEE | NEXTERA ENERGY INC | Utilities | $1.2M | 0.3% | 16K | New | |||
| 97 | $LIN | LINDE PLC | Materials | $1.2M | 0.3% | 2,472 | -4% | |||
| 98 | $EQIX | EQUINIX INC | Real Estate | $1.2M | 0.3% | 1,158 | New | |||
| 99 | $KMB | KIMBERLY CLARK CORP | Materials | $1.2M | 0.3% | 12K | +11% | |||
| 100 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US | — | $1.1M | 0.3% | 32K | +10% | |||
| 101 | $TFC | TRUIST FINANCIAL CORP | Financials | $1.1M | 0.3% | 24K | -4% | |||
| 102 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.1M | 0.3% | 12K | +3% | |||
| 103 | — | AIM ETF PRODUCTS TRUST - ALLI 6 BU10 ETF | — | $1.1M | 0.3% | 36K | +264% | |||
| 104 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | — | $1.1M | 0.3% | 22K | +402% | |||
| 105 | $CCI | CROWN CASTLE INC. | Real Estate | $1.0M | 0.3% | 16K | +21% | |||
| 106 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.0M | 0.3% | 4,903 | +23% | |||
| 107 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | — | $1.0M | 0.3% | 29K | +94% | |||
| 108 | $WT | WisdomTree, Inc. | Financials | $1.0M | 0.3% | 10K | -44% | |||
| 109 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | — | $1.0M | 0.3% | 32K | +8% | |||
| 110 | $BA | BOEING CO | Industrials | $960K | 0.3% | 5,162 | — | |||
| 111 | — | SPDR SERIES TRUST - ST STR SP METAL | — | $929K | 0.3% | 8,975 | +15% | |||
| 112 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BFR | — | $916K | 0.3% | 23K | — | |||
| 113 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $904K | 0.2% | 19K | -75% | |||
| 114 | — | FIRST TR EXCHNG TRADED FD VI - FT VE NA 100 CO | — | $891K | 0.2% | 37K | — | |||
| 115 | $CAT | CATERPILLAR INC | Industrials | $889K | 0.2% | 1,096 | — | |||
| 116 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $888K | 0.2% | 8,403 | -2% | |||
| 117 | $MSTR | Strategy Inc | Financials | $872K | 0.2% | 5,698 | — | |||
| 118 | $IVZ | Invesco Ltd. | Financials | $860K | 0.2% | 5,565 | +12% | |||
| 119 | — | FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD | — | $809K | 0.2% | 20K | +5% | |||
| 120 | $WELL | WELLTOWER INC. | Real Estate | $800K | 0.2% | 3,474 | — | |||
| 121 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQ | — | $779K | 0.2% | 21K | +7% | |||
| 122 | $IVZ | Invesco Ltd. | Financials | $775K | 0.2% | 40K | — | |||
| 123 | — | ISHARES TR - CORE S&P500 ETF | — | $771K | 0.2% | 1,007 | — | |||
| 124 | $RTX | RTX Corp | Industrials | $762K | 0.2% | 4,105 | +0.4% | |||
| 125 | $IVZ | Invesco Ltd. | Financials | $716K | 0.2% | 37K | -0.7% | |||
| 126 | — | VANECK ETF TRUST - MORN SMID MO ETF | — | $706K | 0.2% | 19K | -1% | |||
| 127 | — | COLUMBIA ETF TR I - RESH ENHNC COR | — | $704K | 0.2% | 16K | -8% | |||
| 128 | $LMT | LOCKHEED MARTIN CORP | Industrials | $677K | 0.2% | 1,329 | — | |||
| 129 | — | INVESCO EXCHANGE TRADED FD T - OIL GAS SVC ETF | — | $626K | 0.2% | 14K | — | |||
| 130 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $577K | 0.2% | 1,541 | -0.3% | |||
| 131 | $ORCL | ORACLE CORP | Technology | $577K | 0.2% | 4,199 | — | |||
| 132 | — | ISHARES TR - S&P 100 ETF | — | $573K | 0.1% | 1,500 | -3% | |||
| 133 | — | ISHARES TR - ISHARES SEMICDTR | — | $570K | 0.1% | 1,003 | -13% | |||
| 134 | $IVZ | Invesco Ltd. | Financials | $549K | 0.1% | 27K | — | |||
| 135 | — | SPDR SERIES TRUST - ST STR SP600SM C | — | $503K | 0.1% | 4,928 | — | |||
| 136 | $MU | MICRON TECHNOLOGY INC | Technology | $493K | 0.1% | 463 | -56% | |||
| 137 | — | SPDR SERIES TRUST - ST STR SP600GRWO | — | $484K | 0.1% | 4,527 | — | |||
| 138 | — | INNOVATOR ETFS TRUST - EQUI DEFI SEPT | — | $484K | 0.1% | 17K | New | |||
| 139 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $483K | 0.1% | 2,466 | -15% | |||
| 140 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BF | — | $479K | 0.1% | 12K | -0.4% | |||
| 141 | $HONA | Honeywell Aerospace Inc. | Industrials | $467K | 0.1% | 3,015 | -24% | |||
| 142 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NASD 100 | — | $453K | 0.1% | 18K | — | |||
| 143 | $MRK | Merck & Co., Inc. | Healthcare | $451K | 0.1% | 3,103 | -0.1% | |||
| 144 | $BAR | GraniteShares Gold Trust | Financials | $448K | 0.1% | 11K | +26% | |||
| 145 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $428K | 0.1% | 2,630 | — | |||
| 146 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $423K | 0.1% | 4,096 | -12% | |||
| 147 | $JXN | Jackson Financial Inc. | Financials | $417K | 0.1% | 3,221 | — | |||
| 148 | — | INNOVATOR ETFS TRUST - EQUITY DEFND 1YR | — | $416K | 0.1% | 15K | -26% | |||
| 149 | $FITB | FIFTH THIRD BANCORP | Financials | $412K | 0.1% | 8,153 | -3% | |||
| 150 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $406K | 0.1% | 6,596 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 9 new, 57 added to, 90 trimmed, 17 sold out. Share-count changes; largest moves by dollar size first.
New positions (9)
$WFCWELLS FARGO & COMPANY/MN$4.6M
first bought this quarter
$UNHUNITEDHEALTH GROUP INC$3.6M
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$3.0M
first bought this quarter
- FIRST TR EXCHNG TRADED FD VI - VEST NASDAQ-100$1.8M
first bought this quarter
$NEENEXTERA ENERGY INC$1.2M
first bought this quarter
$EQIXEQUINIX INC$1.2M
first bought this quarter
+3 more in the Excel export
Added to (57)
$APHAMPHENOL CORP /DE/+303%
now $3.0M · held 3 qtrs, 3 adds in a row
- VANGUARD STAR FDS - VG TL INTL STK F+34%
now $3.5M
- FIRST TR EXCHNG TRADED FD VI - FT VEST U.S.+402%
now $1.1M
- AIM ETF PRODUCTS TRUST - ALLI 6 BU10 ETF+264%
now $1.1M
- INNOVATOR ETFS TRUST - DEFINED WLT SHLD+17%
now $4.6M
- AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT+94%
now $1.0M
+51 more in the Excel export
Trimmed (90)
$SPYSPDR S&P 500 ETF TRUST-60%
now $2.0M · held 11+ qtrs
- INNOVATOR ETFS TRUST - US EQTY PWR BUF-75%
now $904K
now $7.7M · held 11+ qtrs, 4 trims in a row
$LOWLOWES COMPANIES INC-78%
now $316K · held 11+ qtrs
- PACER FDS TR - GLOBL CASH ETF-36%
now $1.3M
$MUMICRON TECHNOLOGY INC-56%
now $493K · held 6 qtrs, 3 trims in a row
+84 more in the Excel export
Sold out (17)
$BBYBEST BUY CO INCwas $4.9M
held 10+ qtrs
$ZTSZoetis Inc.was $3.5M
held 2 qtrs
$STESTERIS plcwas $2.8M
held 10+ qtrs
- FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500was $527K
- FIRST TR EXCHANGE TRADED FD - NASD TECH DIVwas $497K
- FIRST TR EXCHANGE-TRADED FD - FT VEST RISwas $475K
+11 more in the Excel export
Holdings by quarter
Every 13F Comprehensive Financial Consultants Institutional, Inc. has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow Comprehensive Financial Consultants Institutional?
Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Comprehensive Financial Consultants Institutional's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-0.8%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 24% over the last 4
Top 10 weight
21%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Comprehensive Financial Consultants Institutional, Inc. disclosed 198 positions worth $370.8M in its Form 13F-HR for Q3 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 2.8% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 9 new positions and exited 17 — including a new stake in $WFC and a full exit from $BBY. The portfolio is most concentrated in Other (24.4% of disclosed assets). All figures are sourced directly from Comprehensive Financial Consultants Institutional, Inc.’s Form 13F-HR filing with the SEC under CIK 1915714.
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