Fund HoldingsComprehensive Wealth Management, LLC

Total Portfolio Value
$218.88M
Total Bought
$142.43M
Total Sold
$122.48M
Net Transaction
+$19.95M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
GUINNESS ATKINSON FDS02,019,643+2,019,643037,54317.15%+37,543
SPDR INDEX SHS FDS
ST MAR DIVID ETF
0690,557+690,557028,28312.92%+28,283
SELECT SECTOR SPDR TR
ST STR SVC ETF
0229,179+229,179024,55211.22%+24,552
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0100,267+100,267019,1038.73%+19,103
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
225,184245,734+20,55024,94632,74414.96%+7,798
SELECT SECTOR SPDR TR
ST STR FINL ETF
086,699+86,69904,6482.12%+4,648
SPDR SERIES TRUST
ST STR SP400GRW
027,971+27,97103,1351.43%+3,135
CAPITAL-FORCE ETF TR
IBD BREAKOUT
041,766+41,76602,0440.93%+2,044
SELECT SECTOR SPDR TR
ST STR CARE ETF
011,475+11,47501,8210.83%+1,821
SELECT SECTOR SPDR TR
ST STR ENERG ETF
032,273+32,27301,7140.78%+1,714
MORGAN STANLEY ETF TRUST
EAT INC OPP ETF
025,759+25,75901,2880.59%+1,288
VICTORY PORTFOLIOS II
SHORT TRM BD ETF
22,55147,911+25,3601,1412,4251.11%+1,285
WISDOMTREE TR(WT)3,98610,927+6,9416321,8960.87%+1,264
WISDOMTREE TR(WT)055,067+55,06701,2390.57%+1,239
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
021,231+21,23109970.46%+997
SPDR SERIES TRUST
ST INTER ETF
034,232+34,23209720.44%+972
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
017,268+17,26808600.39%+860
CAMBRIA ETF TR6,48916,259+9,7704891,2860.59%+797
PROSHARES TR
HD REPLICATION
18,57327,314+8,7419571,4950.68%+537
ISHARES INC
MSCI GBL GOLD MN
32,82647,177+14,3512,5933,0481.39%+455
ISHARES TR
CONV BD ETF
9,87211,986+2,1141,0051,4590.67%+454
CAPITOL SER TR
HULL TACTICAL
160,694150,048-10,6466,1346,5803.01%+446
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
10,1019,287-8142,4002,8141.29%+413
AMAZON COM INC(AMZN)01,589+1,58903790.17%+379
ETFIS SER TR I
VIRTUS REAVES UT
24,48027,007+2,5271,9562,2081.01%+252
ISHARES TR13,49814,440+9421,1231,3670.62%+244
ISHARES TR
GLOBAL REIT ETF
44,82347,737+2,9141,1271,3180.60%+191
WISDOMTREE TR(WT)29,66431,506+1,8421,1771,2870.59%+110
ISHARES TR18,34919,071+7221,2851,3860.63%+101
ISHARES TR3,4553,533+783944400.20%+46
MICROSOFT CORP(MSFT)4,7684,765-31,7651,7780.81%+12
SCHWAB STRATEGIC TR54,54552,454-2,0911,3591,2940.59%-65
ISHARES TR
CUR HD EURZN ETF
40,42032,708-7,7121,7661,6400.75%-126
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
12,3929,536-2,8561,7971,6220.74%-175
SELECT SECTOR SPDR TR
ST STR ENERG ETF
3,5340-3,5342160-216
VANECK ETF TRUST
GOLD MINERS ETF
70,62581,699+11,0746,4816,1642.82%-317
FRANKLIN TEMPLETON ETF TR
SENIOR LOAN ETF
63,42648,917-14,5091,4591,1210.51%-338
VANECK ETF TRUST
FALLEN ANGEL HG
85,90772,820-13,0872,4672,1290.97%-338
ISHARES TR
MSCI EAFE SMCP
100,25783,898-16,3593,9783,6061.65%-372
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
23,71614,615-9,1011,8031,3680.63%-434
ISHARES TR
CORE INTL AGGR
37,16822,218-14,9501,8601,1240.51%-736
SPDR SERIES TRUST
ST INTER ETF
31,8810-31,8819140-914
FLEXSHARES TR
CR SCORED LONG
83,00150,711-32,2903,4602,1270.97%-1,334
SELECT SECTOR SPDR TR
ST STR CARE ETF
9,9260-9,9261,4550-1,455
INNOVATOR ETFS TRUST
IBD BREAKOUT
43,7410-43,7411,7190-1,719
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
258,014168,729-89,2855,5653,6111.65%-1,955
AMERICAN CENTY ETF TR67,00520,651-46,3543,1239670.44%-2,156
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
45,5470-45,5472,6230-2,623
SPDR SERIES TRUST
ST STR SP400GRW
30,5170-30,5172,9280-2,928
SELECT SECTOR SPDR TR
ST STR FINL ETF
95,4390-95,4394,7120-4,712
SELECT SECTOR SPDR TR
ST STR TECHN ETF
129,7700-129,77017,2460-17,246
SELECT SECTOR SPDR TR
ST STR SVC ETF
203,0900-203,09022,5150-22,515
SPDR INDEX SHS FDS
ST MAR DIVID ETF
638,3630-638,36325,2030-25,203
GUINNESS ATKINSON FDS1,935,0170-1,935,01734,0470-34,047
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