# Comprehensive Financial Management LLC 13F holdings

> Latest reported SEC 13F equity book. Teaser: top 10 of 38 long-equity positions.
> CIK 1799802. Latest filing Q1 2026, as of quarter end 2026-03-31. Long-equity book $3.0B.

## Top holdings (teaser)

| # | Ticker | Issuer | Value | % of book | Change |
|---|--------|--------|-------|-----------|--------|
| 1 | PYPL | PayPal Hldgs Inc | $1.2B | 39.0% | Reduced |
| 2 | EBAY | Ebay Inc. | $913.3M | 30.3% | Held |
| 3 | GLD | SPDR Gold TR | $493.8M | 16.4% | Held |
| 4 | ZM | Zoom Communications Inc | $94.2M | 3.1% | Held |
| 5 | NU | Nu Hldgs Ltd | $55.4M | 1.8% | Held |
| 6 | IWD | Ishares TR | $44.9M | 1.5% | Held |
| 7 | IWN | Ishares TR | $43.7M | 1.4% | Held |
| 8 | VBR | Vanguard Index FDS | $40.1M | 1.3% | Held |
| 9 | VNQ | Vanguard Index FDS | $29.1M | 1.0% | Held |
| 10 | CRCL | Circle Internet Group Inc | $20.5M | 0.7% | Added |

## Latest moves

Bought: VXF, STUB, EIKN
Sold: PYPL, META, PDD

Counts and totals reflect the 13F filers and securities Arkolith tracks, not the entire institutional universe. Option legs are excluded from the book above.

## Full data via the API and MCP

This page is a teaser. The complete book, full quarter-over-quarter history, and per-datapoint
provenance are available through the metered REST API and MCP server.

- Endpoint: https://arkolith.com/api/mcp (transport: streamable-http)
- Auth: Bearer API key. Mint one and copy a ready-to-paste command at https://arkolith.com/connect
- Claude Code: `claude mcp add --transport http arkolith https://arkolith.com/api/mcp --header "Authorization: Bearer YOUR_API_KEY"`
- Discovery: `tools/list` is free; `tools/call` is metered by credits.

### Machine-readable
- Tool catalog JSON: https://arkolith.com/api/mcp/catalog
- MCP descriptor: https://arkolith.com/.well-known/mcp.json
- OpenAPI 3.1 REST spec: https://arkolith.com/openapi.json
- Full LLM guide: https://arkolith.com/llms-full.txt
- Human docs: https://arkolith.com/docs

## Source and method

- Source: SEC EDGAR 13F-HR (public domain). Long-equity positions only (option legs excluded). Filed quarterly, about a 45-day lag.
- Primary source: https://www.sec.gov/Archives/edgar/data/1799802/000117266126002088/xslForm13F_X02/primary_doc.xml
- Human page: https://arkolith.com/fund/comprehensive-financial-management-llc-1799802
- Per-datapoint lineage: call the `provenance.get` MCP tool for the source URL and fetch history behind any figure.

Paid product with a one-time evaluation grant at signup (no card to evaluate). Most calls cost 1 credit (~$0.01); heavier point-in-time / cross-source tools cost more.

_Latest disclosed public filings. Data, not investment advice._