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Portfolio (Quarterly) Guide ↗

Compass Financial Group, INC/SD

· CIK 0001964835
13F Portfolio $715M AUM 105 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 47 Added 18 Reduced 3 Exited
Page 1 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGT VANGUARD WORLD FD 162,642.0 $113.5M 15.88% +8K +5.0% $697.72 -82.8%
2 VOO VANGUARD INDEX FDS 180,665.0 $108.0M 15.10% +5K +2.6% $597.55 +15.2%
3 SCHB SCHWAB STRATEGIC TR 3,869,236.0 $97.1M 13.59% +221K +6.0% $25.10 +15.4%
4 VIG VANGUARD SPECIALIZED FUNDS 117,027.0 $25.2M 3.52% +956.0 +0.8% $215.06 +9.4%
5 VIGI VANGUARD WHITEHALL FDS 211,094.0 $18.7M 2.61% +18K +9.2% $88.46 +5.4%
6 FSTA FIDELITY COVINGTON TRUST 325,949.0 $17.1M 2.39% +32K +10.9% $52.33 +0.2%
7 SCHG SCHWAB STRATEGIC TR 581,951.0 $17.0M 2.37% +257K +79.3% $29.13 +16.4%
8 BERKSHIRE HATHAWAY INC DEL 26,438.0 $12.7M 1.77% +208.0 +0.8% $479.20
9 SCHA SCHWAB STRATEGIC TR 293,524.0 $8.5M 1.19% +10K +3.5% $29.08 +21.0%
10 SCHZ SCHWAB STRATEGIC TR 287,913.0 $6.7M 0.94% +45K +18.5% $23.22 -0.4%
11 SCHD SCHWAB STRATEGIC TR 178,983.0 $5.5M 0.77% +38K +26.6% $30.68 +3.8%
12 SCHJ SCHWAB STRATEGIC TR 215,750.0 $5.3M 0.75% +48K +28.5% $24.72 -0.5%
13 AAPL APPLE INC Technology 15,648.0 $4.0M 0.56% +2K +15.7% $253.79 +17.4%
14 SCHM SCHWAB STRATEGIC TR 102,399.0 $3.2M 0.44% +9K +9.1% $30.96 +16.6%
15 ANNALY CAPITAL MANAGEMENT IN 146,528.0 $3.1M 0.43% +1K +0.8% $21.15
16 DFAI DIMENSIONAL ETF TRUST 67,767.0 $2.6M 0.37% +14K +27.0% $38.96 +7.7%
17 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 225,021.0 $2.5M 0.35% +31K +16.2% $11.28 +4.0%
18 NZF NUVEEN MUN CR INCOME FD Financial Services 164,004.0 $2.0M 0.28% +1K +0.6% $12.18 +4.3%
19 WMT WALMART INC Consumer Defensive 15,152.0 $1.9M 0.26% +361.0 +2.4% $124.28 -5.7%
20 VTEB VANGUARD MUN BD FDS 37,562.0 $1.9M 0.26% +2K +5.3% $49.89 +1.1%
Page 1 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 37.1%
Technology 19.2%
Consumer Defensive 7.9%
Consumer Cyclical 7.8%
Industrials 6.7%
Communication Services 6.3%
Energy 5.5%
Healthcare 5.3%
Utilities 3.2%
Real Estate 0.9%