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Portfolio (Quarterly) Guide ↗

Compass Financial Group, INC/SD

· CIK 0001964835
13F Portfolio $872M AUM 119 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 26 Added 36 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VXUS VANGUARD STAR FDS 24,468.0 $2.1M 0.24% NEW $85.49 +1.5%
2 FNDX SCHWAB STRATEGIC TR 63,157.0 $2.0M 0.23% NEW $31.10 +4.6%
3 FNDF SCHWAB STRATEGIC TR 30,646.0 $1.6M 0.19% NEW $52.76 +4.5%
4 INMU BLACKROCK ETF TRUST II 49,463.0 $1.2M 0.14% NEW $24.25 -2.1%
5 AOR ISHARES TR 15,647.0 $1.1M 0.12% NEW $69.50 +0.4%
6 SCHE SCHWAB STRATEGIC TR 9,303.0 $337K 0.04% NEW $36.26 +0.7%
7 SCHC SCHWAB STRATEGIC TR 6,456.0 $311K 0.04% NEW $48.12 +5.4%
8 AMD ADVANCED MICRO DEVICES INC Technology 511.0 $297K 0.03% NEW $580.91 -17.6%
9 CSCO CISCO SYS INC Technology 2,440.0 $287K 0.03% NEW $117.47 -5.5%
10 SPYM SPDR SERIES TRUST 3,085.0 $271K 0.03% NEW $87.88 +2.9%
11 SCHH SCHWAB STRATEGIC TR 10,405.0 $246K 0.03% NEW $23.68 +1.4%
12 LAMR LAMAR ADVERTISING CO Real Estate 1,538.0 $240K 0.03% NEW $155.95 -1.9%
13 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 484.0 $231K 0.03% NEW $477.57 -13.2%
14 INTC INTEL CORP Technology 1,604.0 $224K 0.03% NEW $139.65 -30.8%
15 ARKQ ARK ETF TR 1,574.0 $208K 0.02% NEW $132.20 -4.3%

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 33.6%
Technology 22.5%
Consumer Cyclical 7.8%
Consumer Defensive 6.8%
Industrials 6.7%
Communication Services 6.6%
Energy 6.5%
Healthcare 4.9%
Utilities 3.0%
Real Estate 1.5%