Comprehensive Wealth Management, LLC
Comprehensive Wealth Management, LLC reported 43 holdings worth US$219M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Comprehensive Wealth Management, LLC reported 43 holdings worth US$219M as of Jun 30, 2026. Largest: Microsoft Corp. and Amazon.com, Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 43
- Value as reported
- US$219M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 4,765 | US$1.78M | 0.81% |
| Amazon.com, Inc. | 1,589 | US$379K | 0.17% |