Comprehensive Financial Management LLC: summary

Comprehensive Financial Management LLC reported 39 positions with a reported value of $3.05B in its 13F for Q2 2026. Compared with Q1 2026: 3 new positions, 2 exited.

Top positions

• EBAY INC. COM
• PAYPAL HLDGS INC COM
• SPDR GOLD SHARES
• ZOOM COMMUNICATIONS INC CL A
• NU HLDGS LTD ORD SHS CL A
• ISHARES RUSSELL 2000 VALUE ETF
• ISHARES RUSSELL 1000 VALUE ETF
• VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF
• VANGUARD REAL ESTATE ETF
• VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF