Comprehensive Wealth Management, LLC: 13F holdings
CIK 15352022026Q2
| Positions | 43 |
|---|---|
| Reported value | $218.9m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GUINNESS ATKINSON FDS | 2,019,643 | $37.5m | 17.2% |
| AIRR FIRST TR EXCHANGE TRADED FD | 245,734 | $32.7m | 15.0% |
| EDIV SPDR INDEX SHS FDS | 690,557 | $28.3m | 12.9% |
| XLC SELECT SECTOR SPDR TR | 229,179 | $24.6m | 11.2% |
| XLK SELECT SECTOR SPDR TR | 100,267 | $19.1m | 8.7% |
| CAPITOL SER TR | 150,048 | $6.6m | 3.0% |
| GDX VANECK ETF TRUST | 81,699 | $6.2m | 2.8% |
| XLF SELECT SECTOR SPDR TR | 86,699 | $4.6m | 2.1% |
| FIRST TR EXCHANGE-TRADED FD | 168,729 | $3.6m | 1.6% |
| ISHARES TR | 83,898 | $3.6m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1535202")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.