Comprehensive Financial Management LLC
Annual return '25
+33.1%
SPY '25
+17.7%
Alpha
+15.4ptsvs SPY
Invested
$3B
Holdings
38
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PYPL
PAYPAL HLDGS INC
Q4 2024: New position (27.12M shares)
39.0%
02
$EBA
EBAY INC.
Q4 2024: New position (10.03M shares)
30.3%
03
$GQ9
SPDR GOLD TR
Q4 2024: New position (1.27M shares)
16.4%
04
$ZM
ZOOM COMMUNICATIONS INC
Q4 2024: New position (1.17M shares)
3.1%
05
$NU
NU HLDGS LTD
Q3 2025: Sold 12.4% (4.40M → 3.85M shares)
1.8%
06
$IWD
ISHARES TR
Q4 2024: New position (210.2k shares)
1.5%
07
$IWN
ISHARES TR
Q4 2024: New position (230.5k shares)
1.4%
08
$VBR
VANGUARD INDEX FDS
Q4 2024: New position (184.4k shares)
1.3%
09
$VNQ
VANGUARD INDEX FDS
Q4 2024: New position (328.3k shares)
1.0%
10
$CRCL
CIRCLE INTERNET GROUP INC
Held since at least Q1 2024
0.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:54 UTC.