Comprehensive Financial Management LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
41
Quarter
2025 Q4
Top Holding
PYPL (46.1%)
Top 10 Concentration
96.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 41
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
PYPL
PAYPAL HLDGS IN...
Financial Services 46.15% 50.30% #1
Prev: #1
10.0 -900,000 -3.3%
P
S
26,219,118 $1,530,672,109
$108.02 -46.3%
$58.20 -0.4%
2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EBAY
EBAY INC.
Consumer Cyclical 26.35% 25.24% #2
Prev: #2
10.0 no change no change
P
S
10,034,000 $873,961,400
$32.51 +166.9%
$86.81 -0.0%
2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GLD
SPDR GOLD TR
ETF 13.71% 12.46% #3
Prev: #3
5.5 -120,000 -9.5%
P
S
1,147,529 $454,777,218
$152.39 +161.4%
$396.31 +0.5%
2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZM
ZOOM COMMUNICAT...
Technology 3.05% 2.67% #4
Prev: #4
1.2 no change no change
P
S
1,171,195 $101,062,417 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NU
NU HLDGS LTD
Financial Services 1.95% 1.71% #5
Prev: #5
0.8 no change no change
P
S
3,854,648 $64,526,808 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IWD
ISHARES TR
ETF 1.33% 1.18% #6
Prev: #6
0.5 no change no change
P
S
210,233 $44,220,409 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWN
ISHARES TR
ETF 1.26% 1.13% #7
Prev: #7
0.5 no change no change
P
S
230,481 $41,765,462 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VBR
VANGUARD INDEX ...
ETF 1.18% 1.07% #8
Prev: #8
0.5 no change no change
P
S
184,376 $39,049,020 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VNQ
VANGUARD INDEX ...
ETF 0.88% 0.83% #9
Prev: #9
0.4 no change no change
P
S
328,338 $29,054,630 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WDAY
WORKDAY INC
Technology 0.62% 0.64% #10
Prev: #10
0.2 no change no change
P
S
96,194 $20,660,547 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 0.55% 0.23% #11 4
Prev: #15
2.5 29,616 118.1%
P
S
54,691 $18,336,154 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CRCL
CIRCLE INTERNET...
Financial Services 0.51% #12
Prev: #—
2.2 212,082 no change
NEW
212,082 $16,818,103 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 0.43% 0.39% #13 2
Prev: #11
0.2 no change no change
P
S
21,142 $14,417,153 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CHYM
CHIME FINL INC
Technology 0.42% 0.31% #14 1
Prev: #13
0.2 no change no change
P
S
552,751 $13,912,743 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SNOW
SNOWFLAKE INC
Technology 0.36% 0.34% #15 3
Prev: #12
0.1 no change no change
P
S
54,631 $11,983,856 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 0.14% 0.10% #16 4
Prev: #20
0.1 no change no change
P
S
14,951 $4,691,624 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 0.14% 0.24% #17 3
Prev: #14
0.2 -4,750 -40.9%
P
S
6,865 $4,531,518 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NAUT
NAUTILUS BIOTEC...
Healthcare 0.13% 0.05% #18 7
Prev: #25
0.1 no change no change
P
S
2,207,619 $4,304,857 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RXRX
RECURSION PHARM...
Healthcare 0.12% 0.13% #19 2
Prev: #17
0.0 no change no change
P
S
941,895 $3,852,351 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BIOA
BIOAGE LABS INC
Healthcare 0.11% 0.04% #20 6
Prev: #26
0.0 no change no change
P
S
271,842 $3,596,470 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PANW
PALO ALTO NETWO...
Technology 0.10% 0.11% #21 3
Prev: #18
0.0 no change no change
P
S
18,804 $3,463,697 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JOBY
JOBY AVIATION I...
Industrials 0.09% 0.10% #22 3
Prev: #19
0.0 no change no change
P
S
228,067 $3,010,484 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VXUS
VANGUARD STAR F...
Bond/Debt 0.09% 0.08% #23
Prev: #23
0.0 no change no change
P
S
38,568 $2,909,607 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AUR
AURORA INNOVATI...
Technology 0.07% 0.08% #24 2
Prev: #22
0.0 no change no change
P
S
569,036 $2,185,098 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BABA
ALIBABA GROUP H...
Consumer Cyclical 0.06% 0.06% #25 1
Prev: #24
0.0 no change no change
P
S
12,634 $1,851,892 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MLP
MAUI LD & PINEA...
Real Estate 0.00% 0.18%
Sold All 😨
(Was: #16)
0.3 -344,828 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DELL
DELL TECHNOLOGI...
Technology 0.00% 0.09%
Sold All 😨
(Was: #21)
0.3 -22,096 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VCTR
VICTORY CAP HLD...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #31)
0.3 -12,119 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 41 holdings

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