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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 3 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VONE VANGUARD SCOTTSDALE FDS 4,069.0 $1.4M 0.16% $338.72 +2.7%
42 VOOV VANGUARD ADMIRAL FDS INC 6,214.0 $1.4M 0.16% $219.21 +4.4%
43 VT VANGUARD INTL EQUITY INDEX F 8,647.0 $1.4M 0.16% -366.0 -4.1% $156.95 +2.1%
44 INMU BLACKROCK ETF TRUST II 49,463.0 $1.2M 0.14% NEW $24.25 -2.1%
45 VBR VANGUARD INDEX FDS 4,908.0 $1.2M 0.14% -604.0 -11.0% $242.97 +2.4%
46 TGRW T ROWE PRICE EXCHANGE-TRADED 23,957.0 $1.1M 0.13% -331.0 -1.4% $47.72 -0.7%
47 MPLX MPLX LP Energy 19,589.0 $1.1M 0.13% +12K +156.1% $56.33 +5.8%
48 AOR ISHARES TR 15,647.0 $1.1M 0.12% NEW $69.50 +0.3%
49 VFMV VANGUARD WELLINGTON FD 7,532.0 $1.0M 0.12% -542.0 -6.7% $139.37 +5.1%
50 VYM VANGUARD WHITEHALL FDS 6,584.0 $1.0M 0.12% -158.0 -2.3% $158.03 +4.8%
51 AMZN AMAZON COM INC Consumer Cyclical 4,344.0 $1.0M 0.12% +407.0 +10.3% $238.34 +9.3%
52 JNJ JOHNSON & JOHNSON Healthcare 3,867.0 $982K 0.11% $253.99 +6.8%
53 ET ENERGY TRANSFER L P Energy 50,442.0 $964K 0.11% $19.12 +11.4%
54 VBK VANGUARD INDEX FDS 2,533.0 $926K 0.11% -66.0 -2.5% $365.71 -1.5%
55 CAT CATERPILLAR INC Industrials 815.0 $868K 0.10% -250.0 -23.5% $1065.51 -21.3%
56 JPM JPMORGAN CHASE & CO Financial Services 2,427.0 $794K 0.09% $327.32 +10.1%
57 VUSB VANGUARD BD INDEX FDS 14,295.0 $712K 0.08% -768.0 -5.1% $49.78 -0.1%
58 META META PLATFORMS INC Communication Services 1,120.0 $631K 0.07% $563.23 -1.7%
59 VFH VANGUARD WORLD FD 4,307.0 $567K 0.07% $131.61 +7.6%
60 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 48,838.0 $567K 0.07% -2K -3.1% $11.60 -3.7%
Page 3 of 6  ·  119 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%