Comprehensive Financial Consultants Institutional, Inc. - Portfolio Stock Holdings
Comprehensive Financial Consultants Institutional, Inc. disclosed 217 stock positions in a recent SEC 13F filing. $371,035,013 of stock holdings were filed, with the largest holdings including QQQ, AAPL, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $595,565,339 and has 22 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
217Est. Stock Holding Value:
$371,035,013Top Stock Holdings By Sector
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Portfolio Stock Holdings - Comprehensive Financial Consultants Institutional, Inc.
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Stock
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Holdings (Shares)
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% of Portfolio
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