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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
Page 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SRLN SPDR Blackstone Senior Loan ETF 17,974.0 $724K 0.31% -33K -64.8% $40.29 +0.7%
42 SPY SPDR S&P 500 ETF Financial Services 930.0 $694K 0.29% -43.0 -4.4% $746.77 +3.1%
43 MSFT Microsoft Corp Technology 1,830.0 $683K 0.29% +55.0 +3.1% $373.02 +34.0%
44 GOOGL Alphabet Inc. - Class A Communication Services 1,058.0 $378K 0.16% -202.0 -16.0% $357.37 -5.3%
45 VTV Vanguard Value ETF 1,529.0 $333K 0.14% $217.93 +3.9%
46 AAPL Apple Inc Technology 1,143.0 $331K 0.14% +107.0 +10.3% $289.36 +10.6%
47 AMAT Applied Materials Inc Technology 436.0 $315K 0.13% NEW $723.00 -37.1%
48 JNJ Johnson & Johnson Com Healthcare 1,052.0 $267K 0.11% +28.0 +2.7% $253.97 +8.4%
49 AMZN Amazon.com Inc. Consumer Cyclical 1,113.0 $265K 0.11% NEW $238.34 +8.5%
50 VOO Vanguard S&P 500 ETF 355.0 $244K 0.10% $686.81 +3.1%
51 V Visa Inc. Financial Services 610.0 $209K 0.09% NEW $343.09 +9.3%
Page 3 of 3  ·  51 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 64.8%
Technology 20.9%
Communication Services 5.9%
Consumer Cyclical 4.2%
Healthcare 4.2%