Comprehensive Financial Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Comprehensive Financial Management LLC held in its portfolio 38 assets valued at $3,316,948,898 (i.e. $3.32B).
The most valuable assets in the portfolio included: PAYPAL HLDGS INC ($1.53B), EBAY INC. ($873.96M), and SPDR GOLD TR ($454.78M).
The chart below shows the top 10 valuable assets, and the table below shows the top 38 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Comprehensive Financial Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| PAYPAL HLDGS INC | 26219118 | 1530672109 | COM |
| EBAY INC. | 10034000 | 873961400 | COM |
| SPDR GOLD TR | 1147529 | 454777218 | GOLD SHS |
| ZOOM COMMUNICATIONS INC | 1171195 | 101062417 | CL A |
| NU HLDGS LTD | 3854648 | 64526808 | ORD SHS CL A |
| ISHARES TR | 210233 | 44220409 | RUS 1000 VAL ETF |
| ISHARES TR | 230481 | 41765462 | RUS 2000 VAL ETF |
| VANGUARD INDEX FDS | 184376 | 39049020 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 328338 | 29054630 | REAL ESTATE ETF |
| WORKDAY INC | 96194 | 20660547 | CL A |
| VANGUARD INDEX FDS | 54691 | 18336154 | TOTAL STK MKT |
| CIRCLE INTERNET GROUP INC | 212082 | 16818103 | COM CL A |
| SPDR S&P 500 ETF TR | 21142 | 14417153 | TR UNIT |
| CHIME FINL INC | 552751 | 13912743 | COM SHS CL A |
| SNOWFLAKE INC | 54631 | 11983856 | COM SHS |
| ALPHABET INC | 14951 | 4691624 | CAP STK CL A |
| META PLATFORMS INC | 6865 | 4531518 | CL A |
| NAUTILUS BIOTECHNOLOGY INC | 2207619 | 4304857 | COM |
| RECURSION PHARMACEUTICALS IN | 941895 | 3852351 | CL A |
| BIOAGE LABS INC | 271842 | 3596470 | COM |
| PALO ALTO NETWORKS INC | 18804 | 3463697 | COM |
| JOBY AVIATION INC | 228067 | 3010484 | COMMON STOCK |
| VANGUARD STAR FDS | 38568 | 2909607 | VG TL INTL STK F |
| AURORA INNOVATION INC | 569036 | 2185098 | CLASS A COM |
| ALIBABA GROUP HLDG LTD | 12634 | 1851892 | SPONSORED ADS |
| SERVICETITAN INC | 15236 | 1622634 | SHS CL A |
| AON PLC | 3197 | 1128157 | SHS CL A |
| UNITEDHEALTH GROUP INC | 3074 | 1014758 | COM |
| PDD HOLDINGS INC | 7789 | 883195 | SPONSORED ADS |
| TWIST BIOSCIENCE CORP | 26273 | 833380 | COM |
| COUPANG INC | 20571 | 485270 | CL A |
| DOCUSIGN INC | 6593 | 450961 | COM |
| JPMORGAN CHASE & CO. | 1053 | 339298 | COM |
| VICARIOUS SURGICAL INC | 69043 | 149823 | COM CL A NEW |
| GINKGO BIOWORKS HOLDINGS INC | 17656 | 146721 | CL A NEW |
| FISCALNOTE HOLDINGS INC | 84248 | 123845 | CL A NEW |
| SNAP INC | 10301 | 83129 | CL A |
| COMMERCE.COM INC | 17500 | 72100 | COM SER 1 |
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