Comprehensive Financial Management LLC - Portfolio overview

Comprehensive Financial Management LLC has 44 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. PYPL - PAYPAL HLDGS INC, 38.80%
2. EBAY - EBAY INC., 30.14%
3. GLD - SPDR GOLD TR, 16.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.