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Portfolio (Quarterly) Guide ↗

Compass Financial Group, Inc.

· CIK 0001666910
13F Portfolio $222M AUM 47 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 Added 22 Reduced 1 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MSFT Microsoft Corp Technology 1,775.0 $657K 0.30% $370.17 +11.5%
42 SPY SPDR S&P 500 ETF Financial Services 973.0 $633K 0.28% $650.34 +15.4%
43 GOOGL Alphabet Inc. - Class A Communication Services 1,260.0 $362K 0.16% $287.56 +35.2%
44 VTV Vanguard Value ETF 1,529.0 $300K 0.14% $196.20 +8.0%
45 AAPL Apple Inc Technology 1,036.0 $263K 0.12% $253.79 +22.5%
46 JNJ Johnson & Johnson Com Healthcare 1,024.0 $250K 0.11% $244.44 -5.4%
47 VOO Vanguard S&P 500 ETF 355.0 $212K 0.10% $597.55 +15.5%
Page 3 of 3  ·  47 positions

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 74.0%
Technology 15.6%
Communication Services 6.1%
Healthcare 4.2%