Comprehensive Wealth Management, LLC Diversified Active

CIK: 0001535202 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 11, 2026

Total Value ($000): $169,516 (100.0% shares, 0.0% debt)

Holdings (40)

New Positions (1)

Increased Positions (31)

ADIV GUINNESS ATKINSON FDS 9.9%
Value ($000) $16,784 (+123.0%) Shares 925,782 (+122.7%) Est. Cost $17.60 Unrealized
EDIV SPDR INDEX SHS FDS 7.9%
Value ($000) $13,407 (+100.4%) Shares 342,459 (+98.9%) Est. Cost $38.45 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 7.8%
Value ($000) $13,247 (+87.0%) Shares 134,738 (+83.9%) Est. Cost $89.07 Unrealized
VT VANGUARD INTL EQUITY INDEX F 5.9%
Value ($000) $9,983 (+141.7%) Shares 70,774 (+136.2%) Est. Cost $136.92 Unrealized
GDX VANECK ETF TRUST 4.0%
Value ($000) $6,841 (+238.4%) Shares 79,754 (+201.4%) Est. Cost $68.88 Unrealized
XLF SELECT SECTOR SPDR TR 2.8%
Value ($000) $4,759 (+15.6%) Shares 86,899 (+13.7%) Est. Cost $51.81 Unrealized
XLK SELECT SECTOR SPDR TR 5.1%
Value ($000) $8,587 (+7.3%) Shares 59,642 (+110.1%) Est. Cost $167.20 Unrealized
LKOR FLEXSHARES TR 1.8%
Value ($000) $3,122 (+18.3%) Shares 73,557 (+21.2%) Est. Cost $42.81 Unrealized
BOUT INNOVATOR ETFS TRUST 0.5%
Value ($000) $850 (+106.7%) Shares 23,403 (+122.0%) Est. Cost $36.83 Unrealized
HSCZ ISHARES TR 2.2%
Value ($000) $3,769 (+12.6%) Shares 96,857 (+8.9%) Est. Cost $33.58 Unrealized
ANGL VANECK ETF TRUST 1.3%
Value ($000) $2,260 (+21.6%) Shares 76,971 (+23.1%) Est. Cost $29.20 Unrealized
ICVT ISHARES TR 0.6%
Value ($000) $1,092 (+42.0%) Shares 11,085 (+44.2%) Est. Cost $92.67 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 1.5%
Value ($000) $2,534 (+11.7%) Shares 44,750 (+10.6%) Est. Cost $59.00 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 1.4%
Value ($000) $2,410 (+10.8%) Shares 9,527 (+8.3%) Est. Cost $219.37 Unrealized
HTUS CAPITOL SER TR 1.3%
Value ($000) $2,123 (+11.3%) Shares 53,473 (+19.6%) Est. Cost $40.65 Unrealized
HEZU ISHARES TR 1.0%
Value ($000) $1,686 (+14.5%) Shares 38,525 (+10.3%) Est. Cost $41.54 Unrealized
SCHR SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,229 (+20.3%) Shares 49,008 (+20.5%) Est. Cost $25.07 Unrealized
FLBL FRANKLIN TEMPLETON ETF TR 0.8%
Value ($000) $1,329 (+18.4%) Shares 56,728 (+21.5%) Est. Cost $24.03 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $1,668 (+13.6%) Shares 12,045 (+11.0%) Est. Cost $105.12 Unrealized
USTB VICTORY PORTFOLIOS II 0.6%
Value ($000) $1,009 (+23.6%) Shares 19,851 (+23.9%) Est. Cost $50.57 Unrealized
WTMF WISDOMTREE TR 0.6%
Value ($000) $1,017 (+20.9%) Shares 26,760 (+20.4%) Est. Cost $36.66 Unrealized
XLV SELECT SECTOR SPDR TR 0.9%
Value ($000) $1,473 (+13.3%) Shares 9,515 (+1.9%) Est. Cost $143.63 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $1,630 (+9.5%) Shares 22,630 (+11.8%) Est. Cost $59.94 Unrealized
REET ISHARES TR 0.6%
Value ($000) $1,039 (+14.1%) Shares 41,633 (+16.9%) Est. Cost $24.93 Unrealized
IYK ISHARES TR 0.7%
Value ($000) $1,217 (+11.5%) Shares 18,179 (+13.9%) Est. Cost $85.22 Unrealized
REZ ISHARES TR 0.6%
Value ($000) $1,040 (+13.1%) Shares 12,581 (+16.3%) Est. Cost $82.99 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $2,376 (-4.3%) Shares 4,912 (+2.5%) Est. Cost $252.40 Unrealized +98.3%
UTES ETFIS SER TR I 1.1%
Value ($000) $1,807 (+5.7%) Shares 22,894 (+11.7%) Est. Cost $61.60 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $308 (+40.8%) Shares 6,512 (+41.4%) Est. Cost $47.14 Unrealized
SYLD CAMBRIA ETF TR 0.3%
Value ($000) $489 (+4.1%) Shares 7,029 (+2.9%) Est. Cost $63.53 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $225 (-5.4%) Shares 5,042 (+89.1%) Est. Cost $65.92 Unrealized

Decreased Positions (8)