DOSSIER · 13F-HR · Q1 2026

Comprehensive Money Management Services LLC

$152M in tracked AUM across 193 positions as of Q1 2026.

CM
CIK 0002058921 · last filed Mar 31, 2026
Total AUM
$152M
as of Q1 2026
Holdings
193
positions
Whale Score
39
39
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Comprehensive Money Management Services LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTIP
VANGUARD MALVERN FDS
$4M86K2.8%
02
VNQI
VANGUARD INTL EQUITY INDEX F
$4M85K2.5%
03
VPU
VANGUARD WORLD FD
$3M16K2.1%
04
VWOB
VANGUARD WHITEHALL FDS
$3M42K1.8%
05
WOOD
ISHARES TR
$3M37K1.7%
06
VEA
VANGUARD TAX-MANAGED FDS
$3M41K1.7%
07
USFR
WISDOMTREE TR
$3M52K1.7%
08
VTI
VANGUARD INDEX FDS
$3M8K1.7%
09
USRT
ISHARES TR
$2M38K1.5%
10
BNDX
VANGUARD CHARLOTTE FDS
$2M46K1.4%

Filing history

2026Q1Mar 31
$152M 5.1%
193 positionsView →
2025Q4Dec 31
$145M 2.7%
190 positionsView →
2025Q3Sep 30
$141M 7.2%
186 positionsView →
2025Q2Jun 30
$132M 6.4%
184 positionsLocked
2025Q1Mar 31
$124M 2.1%
179 positionsLocked
2024Q4Dec 31
$121M
178 positionsLocked