account_balance
Investment manager · 13F filer · SEC CIK 1535202
Comprehensive Wealth Management, LLC
Reported value$221Mas of Sep 30, 2026
Positions44 1 new, 0 sold out
Top 10 weight76.3%ADIV alone is 18%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ADIVGuinness Atkinson FDS
17.8%
AIRRFirst Tr Exchange Traded Fd
13.9%Added +21%
EDIVSPDR Index SHS FDS
12.9%Added +3%
XLCSelect Sector SPDR Tr
11.9%Added +3%
XLKSelect Sector SPDR Tr
8.7%
HTUSCapitol Ser Tr
3.1%
GDXVaneck ETF Trust
2.9%−10%
XLFSelect Sector SPDR Tr
2.0%−4%
HSCZiShares Tr
1.7%
RING1.5%
MSFTQQQM1.3%
ADIVGuinness Atkinson FDS
17.8%
AIRRFirst Tr Exchange Traded Fd
13.9%Added +21%
EDIVSPDR Index SHS FDS
12.9%Added +3%
XLCSelect Sector SPDR Tr
11.9%Added +3%
XLKSelect Sector SPDR Tr
8.7%
HTUS3.1%
GDX2.9%
XLF2.0%
HSCZ
QQQM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ADIV Guinness Atkinson FDS 17.8% Held
AIRR First Tr Exchange Traded Fd 13.9% Added +21%
EDIV SPDR Index SHS FDS 12.9% Added +3%
XLC Select Sector SPDR Tr 11.9% Added +3%
XLK Select Sector SPDR Tr 8.7% Held
HTUS Capitol Ser Tr 3.1% Held
GDX Vaneck ETF Trust 2.9% Trimmed −10%
XLF Select Sector SPDR Tr 2.0% Trimmed −4%
HSCZ iShares Tr 1.7% Held
RING iShares Inc 1.5% Trimmed −11%
MSFT Microsoft Corp 1.3% Added +17%QQQM Invesco Exch Traded Fd Tr II 1.3% Held
What changed
Biggest moves since Jun 30, 2026
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