Sign In
test

Christina Ybarra

Comprehensive Wealth Management, Llc

Assets Managed
$197.82M
Holdings
39
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
16.7%(2Q avg: 18.45%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Comprehensive Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 39 positions.

Assets under management

The assets under management (AUM) of Comprehensive Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 197.82M in assets, with a quarterly growth rate of 16.7% and a 2-quarter average growth rate of 18.45%. The portfolio is managed by Christina Ybarra, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ADIV
Smartetfs Apac Dvd Builder
Recent Activity
Increased 109.02%
17.22%
$34.047M
1.935M shares@ $17.6 avg price
EDIV
Spdr S&p Emerging Markets Di
Recent Activity
Increased 86.41%
12.75%
$25.203M
638,363 shares@ $39.48 avg price
AIRR
First Trust Rba American Ind
Recent Activity
Increased 67.13%
12.62%
$24.946M
225,184 shares@ $110.79 avg price
XLC
Comm Serv Select Sector Spdr
Recent Activity
New Position
11.39%
$22.515M
203,090 shares@ $110.86 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 117.59%
8.72%
$17.246M
129,770 shares@ $132.9 avg price
GDX
Vaneck Gold Miners Etf
Recent Activity
Decreased -11.44%
3.28%
$6.481M
70,625 shares@ $91.77 avg price
HTUS
Hull Tactical Us Etf
Recent Activity
Increased 200.52%
3.11%
$6.134M
160,694 shares@ $38.18 avg price
LGOV
First Tr Long Duration O-etf
Recent Activity
Decreased -77.41%
2.82%
$5.565M
258,014 shares@ $21.58 avg price
XLF
Financial Select Sector Spdr
Recent Activity
Increased 9.83%
2.39%
$4.712M
95,439 shares@ $49.37 avg price
HSCZ
Ishares Cur Hdg Msci Eafe Sm
Recent Activity
Increased 3.52%
2.02%
$3.978M
100,257 shares@ $39.68 avg price

1-10 of 39