13F Filings History of Comprehensive Financial Management LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$3,316,948,898
Signature - Title
Nicholas R. Brown - Chief Compliance Officer
Location
Los Gatos, CA
Summary
This page shows a list of all the recent 13F filings made by Comprehensive Financial Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Comprehensive Financial Management LLC reported 38 stock holdings with total value $3,316,948,898 as of Q4 2025. Top holdings included PYPL, EBAY, GLD, ZM, and NU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 38 $3,316,948,898 +$26,747,406 -$113,619,738 -$86,872,332 PYPL, EBAY, GLD, ZM, NU 13F-HR 17 Feb 2026, 13:52
Q3 2025 40 $3,615,715,162 +$1,174,894 -$27,220,136 -$26,045,242 PYPL, EBAY, GLD, ZM, NU 13F-HR 14 Nov 2025, 12:57
Q2 2025 43 $3,584,764,188 +$44,055,370 -$4,828,322 +$39,227,048 PYPL, EBAY, GLD, ZM, NU 13F-HR 12 Aug 2025, 12:40
Q1 2025 40 $3,175,610,746 +$562,485 -$2,387,445 -$1,824,960 PYPL, EBAY, GLD, ZM, NU 13F-HR 15 May 2025, 11:48
Q4 2024 41 $3,631,963,868 +$3,688,593 -$141,189,547 -$137,500,954 PYPL, EBAY, GLD, ZM, NU 13F-HR 14 Feb 2025, 08:47
Q3 2024 44 $3,592,514,222 +$15,956,487 -$15,333,651 +$622,836 PYPL, EBAY, GLD, ZM, VBR 13F-HR 14 Nov 2024, 12:45
Q2 2024 46 $2,840,752,830 +$17,447,014 -$20,731,889 -$3,284,875 PYPL, EBAY, GLD, ZM, NU 13F-HR 14 Aug 2024, 10:43
Q1 2024 43 $3,089,438,176 +$366,678 -$33,365,750 -$32,999,072 PYPL, EBAY, GLD, ZM, VBR 13F-HR 15 May 2024, 11:55
Q4 2023 41 $2,831,968,834 +$6,338,238 -$79,784,463 -$73,446,225 PYPL, EBAY, GLD, ZM, VBR 13F-HR 14 Feb 2024, 14:24
Q3 2023 47 $2,759,091,037 +$8,071,877 -$9,709,079 -$1,637,202 PYPL, EBAY, GLD, ZM, VBR 13F-HR 14 Nov 2023, 10:33
Q2 2023 45 $3,039,520,355 +$25,766,234 -$18,803,391 +$6,962,843 PYPL, EBAY, GLD, ZM, VBR 13F-HR 14 Aug 2023, 10:05
Q1 2023 51 $3,218,651,427 +$2,345,799 -$8,116,357 -$5,770,558 PYPL, EBAY, GLD, ZM, VBR 13F-HR 15 May 2023, 10:21
Q4 2022 52 $3,105,196,482 +$4,852,142 -$322,732,260 -$317,880,118 PYPL, EBAY, GLD, ZM, VBR 13F-HR 14 Feb 2023, 15:41
Q3 2022 52 $3,845,428,000 +$34,010,152 -$116,176,126 -$82,165,974 PYPL, EBAY, GLD, ZM, VBR 13F-HR 14 Nov 2022, 10:47
Q2 2022 55 $3,566,237,000 +$27,542,816 -$87,922,315 -$60,379,499 PYPL, EBAY, GLD, ZM, VBR 13F-HR 15 Aug 2022, 11:53
Q1 2022 50 $5,520,546,000 +$243,438,392 -$5,457,237 +$237,981,155 PYPL, EBAY, GLD, ZM, VBR 13F-HR 16 May 2022, 10:12
Q4 2021 53 $7,766,379,000 +$79,269,020 -$502,307,808 -$423,038,788 PYPL, EBAY, GLD, ZM, VBR 13F-HR 14 Feb 2022, 09:54
Q3 2021 44 $10,596,993,000 +$31,532,702 -$101,060,054 -$69,527,352 PYPL, EBAY, ZM, GLD, VBR 13F-HR 15 Nov 2021, 15:33
Q2 2021 42 $11,934,796,000 +$129,143,024 -$64,295,167 +$64,847,857 PYPL, EBAY, ZM, GLD, WISH 13F-HR 16 Aug 2021, 16:27
Q1 2021 31 $10,075,644,000 +$75,804,894 -$112,974,114 -$37,169,220 PYPL, EBAY, ZM, GLD, WISH 13F-HR 17 May 2021, 16:21
Q4 2020 27 $9,691,937,000 +$275,552,169 -$562,769,654 -$287,217,485 PYPL, EBAY, ZM, GLD, WISH 13F-HR 16 Feb 2021, 13:12
Q3 2020 24 $9,014,338,000 +$40,305,472 -$704,383,208 -$664,077,736 PYPL, EBAY, ZM, GLD, VPL 13F-HR 13 Nov 2020, 16:13
Q2 2020 25 $8,415,601,000 +$28,099,585 -$83,678,985 -$55,579,400 PYPL, EBAY, ZM, GLD, VPL 13F-HR 13 Aug 2020, 15:03
Q1 2020 27 $4,831,856,000 +$26,930,126 -$56,434,739 -$29,504,613 PYPL, EBAY, ZM, GLD, VNQ 13F-HR 14 May 2020, 16:55
Q4 2019 21 $5,328,848,000 $0 $0 $0 PYPL, EBAY, ZM, GLD, VNQ 13F-HR 14 Feb 2020, 15:34