Comprehensive Wealth Management, LLC
All 13F Filings
- Location
- Lynnwood, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 218,881
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 43 | 218,881 | 13F-HR | Comprehensive Wealth Management, LLC |
| Q1 2026 | 5/14/2026 | 39 | 197,820 | 13F-HR | Comprehensive Wealth Management, LLC |
| Q4 2025 | 2/11/2026 | 40 | 169,516 | 13F-HR | Comprehensive Wealth Management, LLC |
| Q3 2025 | 11/4/2025 | 39 | 141,045 | 13F-HR | Comprehensive Wealth Management, LLC |
| Q2 2025 | 8/11/2025 | 39 | 124,172 | 13F-HR | Comprehensive Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 21.97 K | 10.0% | 0 | 34.49 K | -34.49 K |
| ETFs | 195.8 K | 89.5% | 55.89 K | 0 | 55.89 K |
| Debt | 1.121 K | 0.5% | 0 | 338 | -338 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
218,881
Holdings
43
QoQ value change ($000)
21,061
(10.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.