Comprehensive Financial Management LLC
All 13F Filings
- Location
- Los Gatos, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 3,014,699
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 38 | 3,014,699 | 13F-HR | Comprehensive Financial Management LLC |
| Q4 2025 | 2/17/2026 | 38 | 3,316,949 | 13F-HR | Comprehensive Financial Management LLC |
| Q3 2025 | 11/14/2025 | 40 | 3,615,715 | 13F-HR | Comprehensive Financial Management LLC |
| Q2 2025 | 8/12/2025 | 43 | 3,584,764 | 13F-HR | Comprehensive Financial Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.325 M | 77.1% | 0 | 837.8 K | -837.8 K |
| ETFs | 689.6 K | 22.9% | 535.5 K | 0 | 535.5 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
3,014,699
Holdings
38
QoQ value change ($000)
-302,250
(-9.1%)
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.