Portfolio (Quarterly) Guide ↗

Comprehensive Wealth Management, LLC

· CIK 0001535202

13F Portfolio $198M AUM 39 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 26 Added 10 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VT	VANGUARD INTL EQUITY INDEX F	—	70,774	$10.0M	5.89%	SOLD
2	IGBH	ISHARES U S ETF TR	—	217,354	$5.4M	3.16%	SOLD
3	HYZD	WISDOMTREE TR	—	17,129	$386K	0.23%	SOLD
4	JCPB	J P MORGAN EXCHANGE TRADED F	—	6,512	$308K	0.18%	SOLD

Sector Allocation

Technology 100.0%