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Portfolio (Quarterly) Guide ↗

Compass Financial Group, Inc.

· CIK 0001666910
13F Portfolio $237M AUM 51 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 8 Added 29 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF Ishares Russell 1000 Growth Etf 130,115.0 $16.2M 6.83% +95K +270.2% $124.17 -0.6%
2 DFLV Dimensional Large Cap Value ETF 98,165.0 $3.9M 1.64% +1K +1.3% $39.54 +6.3%
3 IAU iShares Gold Trust Financial Services 42,580.0 $3.2M 1.36% +241.0 +0.6% $75.51 +10.4%
4 USIG iShares Trust Broad USD Investment Grade 45,894.0 $2.4M 0.99% +943.0 +2.1% $51.29 -2.5%
5 LDUR Pimco Enhanced Low Duration Active ETF 13,104.0 $1.3M 0.53% +149.0 +1.1% $95.61 -0.6%
6 MSFT Microsoft Corp Technology 1,830.0 $683K 0.29% +55.0 +3.1% $373.02 +34.0%
7 AAPL Apple Inc Technology 1,143.0 $331K 0.14% +107.0 +10.3% $289.36 +10.6%
8 JNJ Johnson & Johnson Com Healthcare 1,052.0 $267K 0.11% +28.0 +2.7% $253.97 +8.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 64.8%
Technology 20.9%
Communication Services 5.9%
Consumer Cyclical 4.2%
Healthcare 4.2%