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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 103,907.0 $33.3M 4.66% -3K -3.2% $320.81 +15.3%
2 SPTM SPDR SERIES TRUST 240,018.0 $19.0M 2.65% -5K -2.0% $79.06 +15.0%
3 VXF VANGUARD INDEX FDS 37,433.0 $7.7M 1.08% -1K -3.5% $205.80 +17.1%
4 VUG VANGUARD INDEX FDS 8,032.0 $3.5M 0.49% -603.0 -7.0% $436.78 -80.1%
5 QQQ INVESCO QQQ TR Financial Services 5,571.0 $3.2M 0.45% -44.0 -0.8% $577.18 +28.3%
6 SCHX SCHWAB STRATEGIC TR 97,996.0 $2.5M 0.35% -4K -4.3% $25.64 +15.0%
7 VT VANGUARD INTL EQUITY INDEX F 9,013.0 $1.2M 0.17% -108.0 -1.2% $138.31 +14.0%
8 VFMV VANGUARD WELLINGTON FD 8,074.0 $1.1M 0.15% -425.0 -5.0% $133.23 +4.4%
9 VYM VANGUARD WHITEHALL FDS 6,742.0 $998K 0.14% -308.0 -4.4% $148.10 +6.8%
10 AMZN AMAZON COM INC Consumer Cyclical 3,937.0 $820K 0.12% -94.0 -2.3% $208.27 +17.3%
11 VBK VANGUARD INDEX FDS 2,599.0 $785K 0.11% -118.0 -4.3% $302.20 +18.0%
12 VEU VANGUARD INTL EQUITY INDEX F 6,276.0 $471K 0.07% -679.0 -9.8% $75.10 +13.1%
13 VCSH VANGUARD SCOTTSDALE FDS 5,151.0 $408K 0.06% -524.0 -9.2% $79.27 -0.5%
14 MCD MCDONALDS CORP Consumer Cyclical 1,144.0 $355K 0.05% -8.0 -0.7% $310.74 -10.3%
15 VCIT VANGUARD SCOTTSDALE FDS 3,944.0 $326K 0.05% -549.0 -12.2% $82.75 -0.3%
16 IVV ISHARES TR 468.0 $306K 0.04% -22.0 -4.5% $653.21 +14.8%
17 ARKK ARK ETF TR 3,491.0 $236K 0.03% -120.0 -3.3% $67.58 +18.7%
18 SCHF SCHWAB STRATEGIC TR 8,589.0 $213K 0.03% -549.0 -6.0% $24.75 +14.1%

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%