Institutions / Comprehensive Financial Management LLC
Comprehensive Financial Management LLC
CIK 1799802 · Institution · as of Dec 31, 2025
Portfolio value
$3.32B
Positions
38
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 38 →
| Company | Value | % of portfolio |
|---|---|---|
| PayPal Holdings, Inc. | $1.53B | 46.1% |
| Ebay Inc | $873.96M | 26.3% |
| SPDR Gold Tr | $454.78M | 13.7% |
| Zoom Communications, Inc. | $101.06M | 3.0% |
| Nu Hldgs Ltd | $64.53M | 1.9% |
| iShares Tr | $44.22M | 1.3% |
| iShares Tr | $41.77M | 1.3% |
| Vanguard Index Fds | $39.05M | 1.2% |
| Vanguard Index Fds | $29.05M | 0.9% |
| Workday Inc | $20.66M | 0.6% |
| Vanguard Index Fds | $18.34M | 0.6% |
| Circle Internet Group, Inc.CRCL | $16.82M | 0.5% |
| SPDR S&P 500 ETF Tr | $14.42M | 0.4% |
| Chime Financial, Inc. | $13.91M | 0.4% |
| Snowflake Inc. | $11.98M | 0.4% |
| Alphabet Inc. | $4.69M | 0.1% |
| Meta Platforms Inc | $4.53M | 0.1% |
| Nautilus Biotechnology, Inc.NAUT | $4.30M | 0.1% |
| Recursion Pharmaceuticals, Inc. | $3.85M | 0.1% |
| BioAge Labs, Inc.BIOA | $3.60M | 0.1% |
| Palo Alto Networks Inc | $3.46M | 0.1% |
| Joby Aviation, Inc. | $3.01M | 0.1% |
| Vanguard Star Fds | $2.91M | 0.1% |
| Aurora Innovation, Inc. | $2.19M | 0.1% |
| Alibaba Group Holding LtdBABA | $1.85M | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.