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Comprehensive Financial Management reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 14 August 2026, signed by Nicholas R. Brown, Chief Compliance Officer. Retrieved 17 September 2026.

Comprehensive Financial Management LLC reported $3.05B across 39 positions on its Form 13F for the quarter ended 30 June 2026. The ten largest positions make up 96.1% of the reported value, and reported value rose 1.1% from the prior quarter.

$3.05B
Reported 13F value
39
Positions
96.1%
In the 10 largest
+1.1%
Value vs. prior quarter

Form 13F lists long positions in exchange-traded securities over which the filer had investment discretion, valued at quarter end. It excludes cash, bonds held outside 13(f) securities, private funds, and assets the firm does not have discretion over, so the $3.05B reported here is not the firm's $18.52B in regulatory assets, and no client's portfolio looks like this table.

Largest positions

EBAY INC.COM$1,121,299,500
Class
COM
Share
36.8%
PAYPAL HLDGS INCCOM$1,034,166,095
Class
COM
Share
33.9%
SPDR GOLD TRGOLD SHS$422,726,733
Class
GOLD SHS
Share
13.9%
ZOOM COMMUNICATIONS INCCL A$101,085,840
Class
CL A
Share
3.3%
NU HLDGS LTDORD SHS CL A$51,498,097
Class
ORD SHS CL A
Share
1.7%
ISHARES TRRUS 2000 VAL ETF$50,982,397
Class
RUS 2000 VAL ETF
Share
1.7%
ISHARES TRRUS 1000 VAL ETF$50,966,786
Class
RUS 1000 VAL ETF
Share
1.7%
VANGUARD INDEX FDSSM CP VAL ETF$44,801,555
Class
SM CP VAL ETF
Share
1.5%
VANGUARD INDEX FDSREAL ESTATE ETF$31,661,633
Class
REAL ESTATE ETF
Share
1.0%
VANGUARD INDEX FDSTOTAL STK MKT$20,356,515
Class
TOTAL STK MKT
Share
0.7%
STATE STR SPDR S&P 500 ETF TTR UNIT$15,788,211
Class
TR UNIT
Share
0.5%
SNOWFLAKE INCCOM SHS$13,903,590
Class
COM SHS
Share
0.5%
CIRCLE INTERNET GROUP INCCOM CL A$13,460,815
Class
COM CL A
Share
0.4%
WORKDAY INCCL A$11,963,372
Class
CL A
Share
0.4%
CHIME FINL INCCOM SHS CL A$11,591,188
Class
COM SHS CL A
Share
0.4%
BIOAGE LABS INCCOM$6,662,847
Class
COM
Share
0.2%
PALO ALTO NETWORKS INCCOM$6,412,540
Class
COM
Share
0.2%
STUBHUB HLDGS INCCL A$5,026,288
Class
CL A
Share
0.2%
VANGUARD INDEX FDSEXTEND MKT ETF$4,518,693
Class
EXTEND MKT ETF
Share
0.1%
NAUTILUS BIOTECHNOLOGY INCCOM$4,128,248
Class
COM
Share
0.1%
AURORA INNOVATION INCCLASS A COM$3,880,826
Class
CLASS A COM
Share
0.1%
RECURSION PHARMACEUTICALS INCL A$3,456,755
Class
CL A
Share
0.1%
VANGUARD STAR FDSVG TL INTL STK F$3,297,221
Class
VG TL INTL STK F
Share
0.1%
TWIST BIOSCIENCE CORPCOM$2,702,966
Class
COM
Share
0.1%
JOBY AVIATION INCCOMMON STOCK$2,034,358
Class
COMMON STOCK
Share
0.1%
EIKON THERAPEUTICS INCCOM$1,517,402
Class
COM
Share
0.0%
META PLATFORMS INCCL A$1,501,168
Class
CL A
Share
0.0%
ALIBABA GROUP HLDG LTDSPONSORED ADS$1,212,611
Class
SPONSORED ADS
Share
0.0%
SERVICETITAN INCSHS CL A$1,077,338
Class
SHS CL A
Share
0.0%
AON PLCSHS CL A$1,060,413
Class
SHS CL A
Share
0.0%
NVIDIA CORPORATIONCOM$400,180
Class
COM
Share
0.0%
COUPANG INCCL A$357,318
Class
CL A
Share
0.0%
JPMORGAN CHASE & COCOM$344,678
Class
COM
Share
0.0%
DOCUSIGN INCCOM$292,861
Class
COM
Share
0.0%
VICTORY CAP HLDGS INC DELCOM CL A$262,267
Class
COM CL A
Share
0.0%
HINGE HEALTH INCCL A$212,480
Class
CL A
Share
0.0%
GINKGO BIOWORKS HOLDINGS INCCL A NEW$174,971
Class
CL A NEW
Share
0.0%
COMMERCE.COM INCCOM SER 1$51,800
Class
COM SER 1
Share
0.0%
SNAP INCCL A$45,736
Class
CL A
Share
0.0%

The share class is shown on a wider screen.

The 39 largest of 39 positions by reported value, aggregated by CUSIP and option type. Share counts and the movement in each position since the prior quarter are in the filing itself. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1799802
File number
028-20113
Options
0 call, 0 put
In the 25 largest
99.7%
Prior quarter
$3,014,699,164 at 31 March 2026
Positions opened
3
Positions closed
2

Common questions

How much does Comprehensive Financial Management report on Form 13F?

Comprehensive Financial Management LLC reported $3,046,884,292 across 39 positions for the quarter ended 30 June 2026, filed with the SEC on 14 August 2026.

What is Comprehensive Financial Management's largest reported holding?

EBAY INC. (COM) was the largest position at $1,121,299,500, or 36.8% of reported 13F value, as of 30 June 2026.

How concentrated are Comprehensive Financial Management's reported holdings?

The ten largest positions accounted for 96.1% of reported value and the twenty-five largest for 99.7%, across 39 positions as of 30 June 2026.

Does Form 13F show everything Comprehensive Financial Management manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often are these holdings updated?

Institutional investment managers file Form 13F within 45 days of each calendar quarter end, so the figures are a quarterly snapshot and change between filings. This page reflects the filing for the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Comprehensive Financial Management profile

Sources

  1. Form 13F-HR, accession 0001172661-26-003450, filed 14 August 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001172661-26-002088, filed 15 May 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 17 September 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

Report a correction

This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Comprehensive Financial Management LLC, and Simple Money is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.