Comprehensive Wealth Management, LLC has released its latest 13F-HR filing with the SEC, detailing its investment holdings as of September 30, 2026. This report is significant as it provides insights into the firm's investment strategy and portfolio adjustments, reflecting their focus on growth sectors.

The company, based in Lynnwood, Washington, is classified under the SEC as an investment advisor. The 13F filing, submitted on November 2, 2026, reveals that Comprehensive Wealth Management holds a total value of $217,364,547 across 44 different positions.

Among the notable investments listed, the firm has substantial holdings in major companies such as Amazon, Apple, and Microsoft. For instance, the report indicates a holding of 1,675 shares of Amazon, valued at $417,326, and 1,169 shares of Apple, valued at $389,199. These positions highlight the firm's strategy of investing in well-established technology companies.

The filing also includes significant investments in various exchange-traded funds (ETFs) and other financial instruments, showcasing a diversified approach to portfolio management. For example, the firm holds 29,658 shares of the First Trust Exchange-Traded Fund, valued at $30,616,632, indicating a strong interest in industrial sectors.

This update is crucial for stakeholders, including clients and investors, as it provides a snapshot of the firm's current investment strategy. By analyzing these holdings, clients can gain insight into the firm's market outlook and investment priorities.

As the wealth management industry continues to evolve, filings like this one can influence investor confidence and trends within the sector. The detailed disclosure of holdings allows for greater transparency, which is increasingly important in today's financial landscape.

Looking ahead, it remains to be seen how Comprehensive Wealth Management will adjust its portfolio in response to market conditions and economic developments. The firm’s next filing will provide further insights into its investment strategies and any potential shifts in focus.