Comprehensive Financial Management LLC

Los Gatos, CA · CIK 1799802 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · limited liability company

Assets managed$18.5bn
Staff38 · 15 in investment roles
Main clients (by assets)High net worth individuals 93%, Charities 2%
Form ADV · 2026-03-31SEC adviser record

Kindwealth
Others nearbyLos Gatos, CA

$3.0bn reported value +1.1% vs Q1 2026

39positions

96.1%in top 10

3 new 6 added 1 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	EBAY INC. COM EBAY	EBAY	10,034,000	$1.1bn36.80%	36.80%	Unchanged
2	PAYPAL HLDGS INC COM PYPL	PYPL	23,950,118	$1.0bn33.94%	33.94%	Reduced -2.0m	-2,046,000 -7.9%
3	SPDR GOLD TR GOLD SHS GLD	GLD	1,147,529	$422.7m13.87%	13.87%	Unchanged
4	ZOOM COMMUNICATIONS INC CL A ZM	ZM	1,171,195	$101.1m3.32%	3.32%	Unchanged
5	NU HLDGS LTD ORD SHS CL A NU	NU	3,854,648	$51.5m1.69%	1.69%	Unchanged
6	ISHARES TR RUS 2000 VAL ETF IWN	IWN	230,481	$51.0m1.67%	1.67%	Unchanged
7	ISHARES TR RUS 1000 VAL ETF IWD	IWD	210,233	$51.0m1.67%	1.67%	Unchanged
8	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	184,376	$44.8m1.47%	1.47%	Unchanged
9	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	328,338	$31.7m1.04%	1.04%	Unchanged
10	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	55,012	$20.4m0.67%	0.67%	Added +321	+321 0.6%
11	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	21,142	$15.8m0.52%	0.52%	Unchanged
12	SNOWFLAKE INC CL A SNOW	SNOW	54,631	$13.9m0.46%	0.46%	Unchanged
13	CIRCLE INTERNET GROUP INC COM CL A CRCL	CRCL	214,926	$13.5m0.44%	0.44%	Added +389	+389 0.2%
14	WORKDAY INC CL A WDAY	WDAY	97,724	$12.0m0.39%	0.39%	Added +1.5k	+1,530 1.6%
15	CHIME FINL INC COM SHS CL A CHYM	CHYM	565,976	$11.6m0.38%	0.38%	Added +13.2k	+13,225 2.4%
16	BIOAGE LABS INC COM BIOA	BIOA	271,842	$6.7m0.22%	0.22%	Unchanged
17	PALO ALTO NETWORKS INC COM PANW	PANW	18,804	$6.4m0.21%	0.21%	Unchanged
18	STUBHUB HLDGS INC CL A STUB	STUB	390,543	$5.0m0.16%	0.16%	Added +46.8k	+46,808 13.6%
19	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	18,353	$4.5m0.15%	0.15%	Added +42	+42 0.2%
20	NAUTILUS BIOTECHNOLOGY INC COM NAUT	NAUT	2,207,619	$4.1m0.14%	0.14%	Unchanged
21	AURORA INNOVATION INC CLASS A COM AUR	AUR	569,036	$3.9m0.13%	0.13%	Unchanged
22	RECURSION PHARMACEUTICALS IN CL A RXRX	RXRX	941,895	$3.5m0.11%	0.11%	Unchanged
23	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	38,568	$3.3m0.11%	0.11%	Unchanged
24	TWIST BIOSCIENCE CORP COM TWST	TWST	26,273	$2.7m0.09%	0.09%	Unchanged
25	JOBY AVIATION INC COMMON STOCK JOBY	JOBY	228,067	$2.0m0.07%	0.07%	Unchanged
26	EIKON THERAPEUTICS INC COM EIKN	EIKN	116,276	$1.5m0.05%	0.05%	Unchanged
27	META PLATFORMS INC CL A META	META	2,665	$1.5m0.05%	0.05%	Unchanged
28	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	12,634	$1.2m0.04%	0.04%	Unchanged
29	SERVICETITAN INC SHS CL A TTAN	TTAN	15,236	$1.1m0.04%	0.04%	Unchanged
30	AON PLC SHS CL A AON	AON	3,197	$1.1m0.03%	0.03%	Unchanged
31	NVIDIA CORPORATION COM NVDA	NVDA	2,000	$400.2k0.01%	0.01%	New
32	COUPANG INC CL A CPNG	CPNG	20,571	$357.3k0.01%	0.01%	Unchanged
33	JPMORGAN CHASE & CO COM JPM	JPM	1,053	$344.7k0.01%	0.01%	Unchanged
34	DOCUSIGN INC COM DOCU	DOCU	6,593	$292.9k0.01%	0.01%	Unchanged
35	VICTORY CAP HLDGS INC COM CL A VCTR	VCTR	3,120	$262.3k0.01%	0.01%	New
36	HINGE HEALTH INC CL A HNGE	HNGE	2,560	$212.5k0.01%	0.01%	New
37	GINKGO BIOWORKS HOLDINGS INC CL A NEW DNA	DNA	17,656	$175.0k0.01%	0.01%	Unchanged
38	BIGCOMMERCE HLDGS INC COM SER 1 CMRC	CMRC	17,500	$51.8k0.00%	0.00%	Unchanged
39	SNAP INC CL A SNAP	SNAP	10,301	$45.7k0.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FIGURE TECHNOLOGY SOLUTIO FIGR	FIGR	7,501	$254.7k7.5k shares
PDD HOLDINGS INC PDD	PDD	2,337	$238.8k2.3k shares