Comprehensive Financial Management LLC — 13F holdings

Comprehensive Financial Management LLC reported 39 holdings worth $3.05B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. EBAY EBAY INC. — $1.12B (36.8%)
2. PYPL PAYPAL HLDGS INC — $1.03B (33.9%)
3. GLD SPDR GOLD TR — $423M (13.9%)
4. ZM ZOOM COMMUNICATIONS INC — $101M (3.3%)
5. NU NU HLDGS LTD — $51.5M (1.7%)
6. IWN ISHARES TR — $51.0M (1.7%)
7. IWD ISHARES TR — $51.0M (1.7%)
8. VBR VANGUARD INDEX FDS — $44.8M (1.5%)
9. VNQ VANGUARD INDEX FDS — $31.7M (1.0%)
10. VTI VANGUARD INDEX FDS — $20.4M (0.7%)