13F Filings History of Comprehensive Money Management Services LLC

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$145,028,619
Signature - Title
William Neubauer - Managing Member and Chief Compliance Officer
Location
Coral Gables, FL
Summary
This page shows a list of all the recent 13F filings made by Comprehensive Money Management Services LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Comprehensive Money Management Services LLC reported 190 stock holdings with total value $145,028,619 as of Q4 2025. Top holdings included VNQI, VTIP, VPU, VWOB, and VTI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 190 $145,028,619 +$6,456,120 -$4,596,259 +$1,859,861 VNQI, VTIP, VPU, VWOB, VTI 13F-HR 21 Jan 2026, 18:35
Q3 2025 186 $141,264,742 +$5,669,372 -$4,016,920 +$1,652,452 VTIP, VNQI, VPU, ICSH, VWOB 13F-HR 23 Oct 2025, 21:10
Q2 2025 184 $131,778,168 +$7,708,785 -$5,090,716 +$2,618,069 VTIP, VNQI, VPU, ICSH, VWOB 13F-HR 24 Jul 2025, 16:38
Q1 2025 179 $123,814,964 +$4,094,647 -$2,832,600 +$1,262,047 VTIP, VNQI, VPU, ICSH, VWOB 13F-HR 22 Apr 2025, 15:57
Q4 2024 178 $121,278,487 $0 $0 $0 VTIP, VNQI, VPU, VWOB, VTI 13F-HR 04 Mar 2025, 17:22