Comprehensive Money Management Services LLC
All 13F Filings
- Location
- Coral Gables, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 158,855
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 200 | 158,855 | 13F-HR | Comprehensive Money Management Services LLC |
| Q1 2026 | 4/23/2026 | 193 | 152,443 | 13F-HR | Comprehensive Money Management Services LLC |
| Q4 2025 | 1/22/2026 | 190 | 145,029 | 13F-HR | Comprehensive Money Management Services LLC |
| Q3 2025 | 10/24/2025 | 186 | 141,265 | 13F-HR | Comprehensive Money Management Services LLC |
| Q2 2025 | 7/24/2025 | 184 | 131,778 | 13F-HR | Comprehensive Money Management Services LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 50.21 K | 31.6% | 0 | 38 | -38 |
| ETFs | 108.4 K | 68.2% | 6.444 K | 0 | 6.444 K |
| Debt | 245 | 0.2% | 0 | 1 | -1 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
158,855
Holdings
200
QoQ value change ($000)
6,412
(4.2%)
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.