Comprehensive Wealth Management, LLC Portfolio Holdings

Comprehensive Wealth Management, LLC

  • $115 Million
  • Q2 2025

Comprehensive Wealth Management, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $115 Million distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Iv Long Duration with a value of $33.8M, American Centy ETF Tr Diversif with a value of $24.6M, Spdr Ser Tr Spdr Portfolio Int with a value of $8.14M, Technology Sector Spdr with a value of $5.92M, and First Tr Vi Rba Amern Indl Ren with a value of $4.36M.

Examining the 13F form we can see an decrease of $22.9M in the current position value, from $138M to 115M.

Comprehensive Wealth Management, LLC is based out at Lynnwood, WA

Below you can find more details about Comprehensive Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $115 Million
ETFs: $113 Million
Technology: $2.32 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $115 Million
  • Prior Value $138 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
Track This Portfolio

Track Comprehensive Wealth Management, LLC Portfolio

Follow Comprehensive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email