Fund Holdings — Comprehensive Financial Management LLC

Total Portfolio Value
$3.32B
Total Bought
$26.90M
Total Sold
$306.71M
Net Transaction
-$279.81M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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CIRCLE INTERNET GROUP INC(CRCL)0212,082+212,082016,8180.51%+16,818
VANGUARD INDEX FDS25,07554,691+29,6168,25218,3360.55%+10,085
ZOOM COMMUNICATIONS INC(ZM)1,171,1951,171,195096,624101,0623.05%+4,439
SPDR GOLD TR(GLD)1,267,5291,147,529-120,000450,538454,77713.71%+4,240
NU HLDGS LTD(NU)3,854,6483,854,648061,71364,5271.95%+2,814
CHIME FINL INC(CHYM)552,751552,751011,14913,9130.42%+2,764
NAUTILUS BIOTECHNOLOGY INC(NAUT)2,207,6192,207,61901,8654,3050.13%+2,440
BIOAGE LABS INC(BIOA)271,842271,84201,5983,5960.11%+1,998
ISHARES TR210,233210,233042,80144,2201.33%+1,419
ALPHABET INC(GOOG)14,95114,95103,6354,6920.14%+1,057
ISHARES TR230,481230,481040,75141,7651.26%+1,014
VANGUARD INDEX FDS184,376184,376038,65239,0491.18%+397
SPDR S&P 500 ETF TR(SPY)21,14221,142014,08414,4170.43%+333
TWIST BIOSCIENCE CORP(TWST)26,27326,27307398330.03%+94
SERVICETITAN INC(TTAN)15,23615,23601,5361,6230.05%+86
VANGUARD STAR FDS38,56838,56802,8332,9100.09%+76
JPMORGAN CHASE & CO.(JPM)1,0531,05303323390.01%+7
SNAP INC(SNAP)10,30110,301079830.00%+4
AON PLC(AON)3,1973,19701,1401,1280.03%-12
COMMERCE.COM INC(CMRC)17,50017,500087720.00%-15
DOCUSIGN INC(DOCU)6,5936,59304754510.01%-24
UNITEDHEALTH GROUP INC(UNH)3,0743,07401,0611,0150.03%-47
GINKGO BIOWORKS HOLDINGS INC(DNA)17,65617,65602571470.00%-111
COUPANG INC(CPNG)20,57120,57106624850.01%-177
PDD HOLDINGS INC(PDD)8,1437,789-3541,0768830.03%-193
VICARIOUS SURGICAL INC(RBOT)69,04369,04303801500.00%-231
FISCALNOTE HOLDINGS INC(NOTE)84,24884,24803901240.00%-266
SNOWFLAKE INC(SNOW)54,63154,631012,32211,9840.36%-338
PALO ALTO NETWORKS INC(PANW)18,80418,80403,8293,4640.10%-365
ALIBABA GROUP HLDG LTD(BABA)12,63412,63402,2581,8520.06%-406
JOBY AVIATION INC(JOBY)228,067228,06703,6813,0100.09%-671
RECURSION PHARMACEUTICALS IN(RXRX)941,895941,89504,5963,8520.12%-744
VICTORY CAP HLDGS INC(VCTR)12,1190-12,1197850—-785
AURORA INNOVATION INC569,036569,03603,0672,1850.07%-882
VANGUARD INDEX FDS328,338328,338030,01729,0550.88%-962
WORKDAY INC(WDAY)96,19496,194023,15720,6610.62%-2,496
DELL TECHNOLOGIES INC(DELL)22,0960-22,0963,1330—-3,133
META PLATFORMS INC(META)11,6156,865-4,7508,5304,5320.14%-3,998
MAUI LD & PINEAPPLE INC(MLP)344,8280-344,8286,4280—-6,428
EBAY INC.(EBAY)10,034,00010,034,0000912,592873,96126.35%-38,631
PAYPAL HLDGS INC(PYPL)27,119,11826,219,118-900,0001,818,6081,530,67246.15%-287,936
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Comprehensive Financial Management LLC — 13F Holdings — Q4 2025 | TickerTrail