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Comprehensive Financial Management LLC
Family Office
Comprehensive Financial Management LLC is a Family Office based in Los Gatos, CA led by Jeffrey Robert Alvord, reporting $17.9B in AUM as of Q3 2025 with 52% Financial Services concentration, 97% concentrated in top 10 holdings, and 50% allocation to PYPL.
Managing PartnerJeffrey Robert Alvord
- Portfolio Value
- $3.6B
- Positions
- 39
- Top Holding
- PYPL at 50.3%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Comprehensive Financial Management LLC's portfolio (97.2% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Financial - Credit Services Financial Services | $1.8B | 50.30% | — | 2.84% 27.1M shares | |
Specialty Retail Consumer Cyclical | $912.6M | 25.24% | — | 2.20% 10.0M shares | |
Unknown Unknown | $450.5M | 12.46% | — | — 1.3M shares | |
Software - Application Technology | $96.6M | 2.67% | — | 0.39% 1.2M shares | |
Banks - Diversified Financial Services | $61.7M | 1.71% | -$8.7M Sold | 0.08% 3.9M shares | |
ETF ETF | $42.8M | 1.18% | — | — 210.2K shares | |
ETF ETF | $40.8M | 1.13% | — | — 230.5K shares | |
ETF ETF | $38.7M | 1.07% | — | — 184.4K shares | |
ETF ETF | $30.0M | 0.83% | — | — 328.3K shares | |
Software - Application Technology | $23.2M | 0.64% | — | 0.04% 96.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Comprehensive Financial Management LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-39.68% |
Analytics
Portfolio insights and performance metrics for Comprehensive Financial Management LLC
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