DOSSIER · 13F-HR · Q2 2026

Comprehensive Money Management Services LLC

$159M in tracked AUM across 200 positions as of Q2 2026.

CM
CIK 0002058921 · last filed Jun 30, 2026
Total AUM
$159M
as of Q2 2026
Holdings
200
positions
Whale Score
45
45
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Comprehensive Money Management Services LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTIP
VANGUARD MALVERN FDS
$5M90K2.8%
02
VNQI
VANGUARD INTL EQUITY INDEX F
$4M92K2.6%
03
VPU
VANGUARD WORLD FD
$3M17K2.0%
04
VWOB
VANGUARD WHITEHALL FDS
$3M46K2.0%
05
VTI
VANGUARD INDEX FDS
$3M8K1.8%
06
VEA
VANGUARD TAX-MANAGED FDS
$3M38K1.7%
07
USRT
ISHARES TR
$3M38K1.6%
08
WOOD
ISHARES TR
$2M37K1.5%
09
SCHP
SCHWAB STRATEGIC TR
$2M90K1.5%
10
BNDX
VANGUARD CHARLOTTE FDS
$2M47K1.4%

Filing history

2026Q2Jun 30
$159M 4.2%
200 positionsView →
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