Comprehensive Wealth Management, LLC - Portfolio overview

Comprehensive Wealth Management, LLC has 42 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. ADIV - GUINNESS ATKINSON FDS, 16.80%
2. EDIV - SPDR INDEX SHS FDS, 12.44%
3. AIRR - FIRST TR EXCHANGE TRADED FD, 12.31%

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

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