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Portfolio (Quarterly) Guide ↗

Compass Wealth Management, LLC/GA

· CIK 0002076480
13F Portfolio $251M AUM 74 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 74 New
Page 1 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QLTA ISHARES TR 618,752.0 $29.4M 11.72% NEW $47.52 -2.7%
2 XLK SELECT SECTOR SPDR TR 114,699.0 $21.9M 8.71% NEW $190.52 -1.7%
3 LVHI LEGG MASON ETF INVT 360,154.0 $14.6M 5.83% NEW $40.59 +5.4%
4 MBB ISHARES TR 152,072.0 $14.4M 5.73% NEW $94.52 -1.9%
5 VGSH VANGUARD SCOTTSDALE FDS 212,077.0 $12.3M 4.92% NEW $58.20 -0.5%
6 XLV SELECT SECTOR SPDR TR 76,350.0 $12.1M 4.83% NEW $158.66 +8.1%
7 XLF SELECT SECTOR SPDR TR 223,162.0 $12.0M 4.77% NEW $53.61 +8.4%
8 XLI SELECT SECTOR SPDR TR 56,252.0 $10.4M 4.15% NEW $185.23 -5.4%
9 NVDA NVIDIA CORPORATION Technology 50,886.0 $10.2M 4.06% NEW $200.09 +15.1%
10 GLD SPDR GOLD TR Financial Services 26,895.0 $9.9M 3.95% NEW $368.38 +10.4%
11 SCHD SCHWAB STRATEGIC TR 271,324.0 $8.6M 3.43% NEW $31.71 +9.7%
12 IDEV ISHARES TR 80,187.0 $7.1M 2.85% NEW $89.01 +4.9%
13 XLP SELECT SECTOR SPDR TR 74,355.0 $6.2M 2.46% NEW $83.07 +1.8%
14 GLDM WORLD GOLD TR Financial Services 77,151.0 $6.1M 2.44% NEW $79.42 +10.5%
15 VWO VANGUARD INTL EQUITY INDEX F 102,026.0 $6.1M 2.43% NEW $59.69 +2.9%
16 XLY SELECT SECTOR SPDR TR 50,428.0 $5.9M 2.36% NEW $117.28 -2.0%
17 XLC SELECT SECTOR SPDR TR 45,638.0 $4.9M 1.95% NEW $107.13 +4.6%
18 XLE SELECT SECTOR SPDR TR 82,385.0 $4.4M 1.74% NEW $53.11 +20.6%
19 SHY ISHARES TR 46,668.0 $3.8M 1.53% NEW $82.11 -0.5%
20 XLU SELECT SECTOR SPDR TR 78,385.0 $3.6M 1.42% NEW $45.34 -5.0%
Page 1 of 4  ·  74 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
Technology 42.4%
Financial Services 31.5%
Consumer Cyclical 7.2%
Consumer Defensive 6.9%
Utilities 6.3%
Industrials 2.2%
Energy 1.2%
Healthcare 1.1%
Communication Services 0.8%
Real Estate 0.5%