Comprehensive Money Management Services LLC
All 13F Filings
- Location
- Coral Gables, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 145,029
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 98.52 K | 67.9% | 2.551 K | 0 | 2.551 K |
| ETFs | 46 K | 31.7% | 1.199 K | 0 | 1.199 K |
| Debt | 247 | 0.2% | 0 | 1 | -1 |
| Other | 252 | 0.2% | 3 | 0 | 3 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
145,029
Holdings
190
QoQ value change ($000)
3,764
(2.7%)
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.