Comprehensive Wealth Management, LLC
Net buyer this quarter
$219M
4
+$511K
3.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 LGOV | $3.61M | 1.65% | Not reported | -34.6% | Q1 2025 |
| BOUT | $2.04M | 0.93% | 0.43% | New | Q2 2026 |
 MSFT | $1.78M | 0.81% | 0.00% | -0.1% | Q1 2024 |
 AMZN | $379K | 0.17% | 0.00% | Not reported | Q2 2024 |
| Q1 2026 | |||||
| LGOV | $5.57M | 2.81% | Not reported | -77.4% | Q1 2025 |
| MSFT | $1.77M | 0.89% | 0.00% | -2.9% | Q1 2024 |
| Q4 2025 | |||||
| LGOV | $24.9M | 14.71% | Not reported | -21.3% | Q1 2025 |
| MSFT | $2.38M | 1.40% | 0.00% | +2.5% | Q1 2024 |
| Q3 2025 | |||||
| LGOV | $31.6M | 22.38% | Not reported | -8.1% | Q1 2025 |
| MSFT | $2.48M | 1.76% | 0.00% | +2.8% | Q1 2024 |