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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 5 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WEC WEC ENERGY GROUP INC Utilities 2,938.0 $343K 0.04% $116.77 -4.7%
82 SCHE SCHWAB STRATEGIC TR 9,303.0 $337K 0.04% NEW $36.26 +0.4%
83 AGNC AGNC INVT CORP Real Estate 30,814.0 $336K 0.04% $10.90 +0.6%
84 SCCR SCHWAB STRATEGIC TR 13,000.0 $333K 0.04% -16K -54.4% $25.59 -1.9%
85 VCSH VANGUARD SCOTTSDALE FDS 4,198.0 $332K 0.04% -953.0 -18.5% $79.03 -0.5%
86 GGG GRACO INC Industrials 4,385.0 $332K 0.04% $75.62 +7.5%
87 SCHC SCHWAB STRATEGIC TR 6,456.0 $311K 0.04% NEW $48.12 +5.0%
88 MCD MCDONALDS CORP Consumer Cyclical 1,144.0 $309K 0.04% $270.29 -0.5%
89 VHT VANGUARD WORLD FD 1,017.0 $304K 0.04% -47.0 -4.4% $299.01 +6.8%
90 SPLV INVESCO EXCH TRADED FD TR II 4,054.0 $304K 0.04% -310.0 -7.1% $74.90 +2.0%
91 KO COCA COLA CO Consumer Defensive 3,674.0 $299K 0.03% $81.27 +9.3%
92 AMD ADVANCED MICRO DEVICES INC Technology 511.0 $297K 0.03% NEW $580.91 -17.8%
93 IAU ISHARES GOLD TR Financial Services 3,804.0 $287K 0.03% $75.51 +8.7%
94 CSCO CISCO SYS INC Technology 2,440.0 $287K 0.03% NEW $117.47 -5.1%
95 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,432.0 $279K 0.03% $81.17 -6.1%
96 XEL XCEL ENERGY INC Utilities 3,438.0 $276K 0.03% +163.0 +5.0% $80.31 -0.6%
97 SPYM SPDR SERIES TRUST 3,085.0 $271K 0.03% NEW $87.88 +2.9%
98 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,161.0 $260K 0.03% $223.87 +21.9%
99 MRK MERCK & CO INC Healthcare 1,994.0 $256K 0.03% $128.51 +5.4%
100 VNQ VANGUARD INDEX FDS 2,637.0 $254K 0.03% -136.0 -4.9% $96.43 +1.9%
Page 5 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%