Long-term investor

Comprehensive Wealth Management, LLC @comprehensivewealthmanag

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001535202).

Record

  • Tracked since 2025-06-30 (431 days), 61 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.2% · 6 months +6.5% · 1 year +11.2% · all +11.2%
  • Max drawdown -2.4% · Sharpe 0.57 · win rate 83% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 402031843 · 17.2% · long · since 2025-06-30
  • 33738R704 · 15.0% · long · since 2025-06-30
  • 78463X533 · 12.9% · long · since 2025-06-30
  • 81369Y852 · 11.2% · long · since 2026-03-31
  • 81369Y803 · 8.7% · long · since 2025-06-30
  • 14064D519 · 3.0% · long · since 2025-06-30
  • 92189F106 · 2.8% · long · since 2025-06-30
  • 81369Y605 · 2.1% · long · since 2025-06-30
  • 33738D606 · 1.6% · long · since 2025-06-30
  • 46435G839 · 1.6% · long · since 2025-06-30
  • 78464A821 · 1.4% · long · since 2026-03-31
  • 46434G855 · 1.4% · long · since 2025-06-30

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