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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 VTIP Vanguard Short-term Inflation-Protected Securities 94,673.0 $4.8M 2.01% NEW $50.23 -1.0%
2 COM Direxion Auspice Broad Commodity Strategy ETF 62,158.0 $2.0M 0.86% NEW $32.60 +8.7%
3 AMAT Applied Materials Inc Technology 436.0 $315K 0.13% NEW $723.00 -37.1%
4 AMZN Amazon.com Inc. Consumer Cyclical 1,113.0 $265K 0.11% NEW $238.34 +8.5%
5 V Visa Inc. Financial Services 610.0 $209K 0.09% NEW $343.09 +9.3%

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%