Comprehensive Financial Management
$3.0B 13F equity value
41 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Comprehensive Financial Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| EBAY | EBAY INC. | 10,034,000 | $1.1B | 36.8% |
| PYPL | PAYPAL HLDGS INC | 23,950,118 | $1.0B | 33.9% |
| GLD | SPDR GOLD TR | 1,147,529 | $423M | 13.9% |
| ZM | ZOOM COMMUNICATIONS INC | 1,171,195 | $101M | 3.3% |
| NU | NU HLDGS LTD | 3,854,648 | $51M | 1.7% |
| IWN | ISHARES TR | 230,481 | $51M | 1.7% |
| IWD | ISHARES TR | 210,233 | $51M | 1.7% |
| VBR | VANGUARD INDEX FDS | 184,376 | $45M | 1.5% |
| VNQ | VANGUARD INDEX FDS | 328,338 | $32M | 1.0% |
| VTI | VANGUARD INDEX FDS | 55,012 | $20M | 0.7% |
Track Comprehensive Financial Management's 13F portfolio: $3.0B in reported holdings, 41 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}