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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 2 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHM SCHWAB STRATEGIC TR 102,399.0 $3.2M 0.44% +9K +9.1% $30.96 +16.6%
22 ANNALY CAPITAL MANAGEMENT IN 146,528.0 $3.1M 0.43% +1K +0.8% $21.15
23 DFAI DIMENSIONAL ETF TRUST 67,767.0 $2.6M 0.37% +14K +27.0% $38.96 +7.7%
24 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 225,021.0 $2.5M 0.35% +31K +16.2% $11.28 +4.0%
25 SCHX SCHWAB STRATEGIC TR 97,996.0 $2.5M 0.35% -4K -4.3% $25.64 +15.0%
26 NZF NUVEEN MUN CR INCOME FD Financial Services 164,004.0 $2.0M 0.28% +1K +0.6% $12.18 +4.3%
27 WMT WALMART INC Consumer Defensive 15,152.0 $1.9M 0.26% +361.0 +2.4% $124.28 -5.7%
28 VTEB VANGUARD MUN BD FDS 37,562.0 $1.9M 0.26% +2K +5.3% $49.89 +1.1%
29 NVDA NVIDIA CORPORATION Technology 10,654.0 $1.9M 0.26% +477.0 +4.7% $174.41 +20.8%
30 VB VANGUARD INDEX FDS 6,349.0 $1.7M 0.23% $261.90 +13.2%
31 SCHO SCHWAB STRATEGIC TR 67,559.0 $1.6M 0.23% $24.27 -0.7%
32 SCMB SCHWAB STRATEGIC TR 61,324.0 $1.6M 0.22% +4K +7.1% $25.48 +1.1%
33 VTHR VANGUARD SCOTTSDALE FDS 4,665.0 $1.3M 0.19% $287.57 +14.8%
34 VOOV VANGUARD ADMIRAL FDS INC 6,214.0 $1.3M 0.18% $203.79 +7.7%
35 VOOG VANGUARD ADMIRAL FDS INC 3,079.0 $1.3M 0.18% $407.69 -79.6%
36 VT VANGUARD INTL EQUITY INDEX F 9,013.0 $1.2M 0.17% -108.0 -1.2% $138.31 +14.0%
37 VONE VANGUARD SCOTTSDALE FDS 4,069.0 $1.2M 0.17% $295.12 +14.3%
38 VBR VANGUARD INDEX FDS 5,512.0 $1.2M 0.17% $217.24 +9.7%
39 GOOG ALPHABET INC Communication Services 3,945.0 $1.1M 0.16% +675.0 +20.6% $286.87 +28.1%
40 VFMV VANGUARD WELLINGTON FD 8,074.0 $1.1M 0.15% -425.0 -5.0% $133.23 +4.4%
Page 2 of 6  ·  105 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%