Comprehensive Money Management Services LLC - Portfolio Stock Holdings

Comprehensive Money Management Services LLC disclosed 207 stock positions in a recent SEC 13F filing. $158,854,509 of stock holdings were filed, with the largest holdings including VTIP, VNQI, and VPU. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $200,303,679 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.