Comprehensive Wealth Management, LLC - Q12026 Holdings

Comprehensive Wealth Management, LLC holds 39 stocks with a total portfolio value of $ 197.82M as of Q12026. In Q12026, Comprehensive Wealth Management, LLC added 3 new positions, increased stakes in 26 stocks, reduced 10 holdings, and fully exited 4 positions. The largest holding is Guinness Atkinson Fds (ADIV), representing 17.21% of the total portfolio.