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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
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 48,838.0 $567K 0.07% -2K -3.1% $11.60 -3.7%
22 QS QUANTUMSCAPE CORP Consumer Cyclical 71,000.0 $537K 0.06% -10K -12.3% $7.56 -24.6%
23 MSFT MICROSOFT CORP Technology 1,384.0 $516K 0.06% -9.0 -0.7% $372.99 +29.1%
24 VEU VANGUARD INTL EQUITY INDEX F 5,856.0 $490K 0.06% -420.0 -6.7% $83.75 +0.9%
25 TSLA TESLA INC Consumer Cyclical 1,121.0 $471K 0.05% -77.0 -6.4% $420.60 -19.5%
26 SLV ISHARES SILVER TR Financial Services 7,377.0 $394K 0.04% -95.0 -1.3% $53.47 +7.7%
27 VDE VANGUARD WORLD FD 2,571.0 $386K 0.04% -1K -29.9% $150.14 +18.9%
28 SCCR SCHWAB STRATEGIC TR 13,000.0 $333K 0.04% -16K -54.4% $25.59 -1.9%
29 VCSH VANGUARD SCOTTSDALE FDS 4,198.0 $332K 0.04% -953.0 -18.5% $79.03 -0.6%
30 VHT VANGUARD WORLD FD 1,017.0 $304K 0.04% -47.0 -4.4% $299.01 +6.8%
31 SPLV INVESCO EXCH TRADED FD TR II 4,054.0 $304K 0.04% -310.0 -7.1% $74.90 +1.9%
32 VNQ VANGUARD INDEX FDS 2,637.0 $254K 0.03% -136.0 -4.9% $96.43 +1.9%
33 ARKK ARK ETF TR 3,116.0 $252K 0.03% -375.0 -10.7% $80.81 -1.6%
34 VCIT VANGUARD SCOTTSDALE FDS 3,033.0 $251K 0.03% -911.0 -23.1% $82.65 -2.0%
35 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 15,974.0 $194K 0.02% -6K -28.7% $12.12 -3.4%
36 PTON PELOTON INTERACTIVE INC Consumer Cyclical 24,711.0 $146K 0.02% -5K -16.8% $5.91 -9.7%
Page 2 of 2  ·  36 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 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%