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Portfolio (Quarterly) Guide ↗

COMPASS FINANCIAL MANAGEMENT LLC

· CIK 0002148724
13F Portfolio $829M AUM 1,694 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1547 New
Page 23 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 FUMB FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF 9,111.0 $183K 0.02% NEW $20.05 -0.1%
442 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 3,532.0 $180K 0.02% NEW $50.96 +5.1%
443 RDDT REDDIT INC CL A Communication Services 1,125.0 $180K 0.02% NEW $159.97 -4.2%
444 PAAA PGIM ETF TRUST AAA CLO ETF 3,500.0 $180K 0.02% NEW $51.30 +0.3%
445 ARWR ARROWHEAD PHARMACEUTICALS INC COM Healthcare 2,000.0 $179K 0.02% NEW $89.59 -2.8%
446 FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF 4,104.0 $179K 0.02% NEW $43.53 -1.8%
447 CEF SPROTT PHYSICAL GLD SLVR Financial Services 4,440.0 $179K 0.02% NEW $40.23 +17.4%
448 HODL VANECK BITCOIN ETF 10,332.0 $176K 0.02% NEW $17.01 +28.1%
449 VT VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES 1,096.0 $176K 0.02% NEW $160.25 +0.3%
450 WSM WILLIAMS SONOMA INC Consumer Cyclical 701.0 $174K 0.02% NEW $248.86 -4.5%
451 QAI NYLI HEDGE MULTI-STRATEGY TRACKER ETF 4,762.0 $174K 0.02% NEW $36.60 -0.0%
452 A AGILENT TECHNOLOGIES INC Healthcare 1,297.0 $172K 0.02% NEW $132.83 +19.6%
453 GLW CORNING INC Technology 727.0 $170K 0.02% NEW $234.41 -36.1%
454 GD GENERAL DYNAMICS CORP Industrials 457.0 $169K 0.02% NEW $369.21 +4.1%
455 VV VANGUARD INDEX FUNDS VANGUARD MORNINGSTAR LARGE-CAP ETF 474.0 $168K 0.02% NEW $355.19 -0.7%
456 PHDG INVESCO S&P 500 DOWNSIDEHEDGED ETF 4,089.0 $168K 0.02% NEW $41.13 +0.5%
457 ITA ISHARES U.S. AEROSPACE &DEFENSE ETF 692.0 $168K 0.02% NEW $242.54 -2.1%
458 DAR CALL DARLING INGREDIENTS INC Consumer Defensive 18,100.0 $166K 0.02% NEW $9.19 +615.1%
459 DVN DEVON ENERGY CORP NEW Energy 3,764.0 $166K 0.02% NEW $44.02 +11.5%
460 XCCC BONDBLOXX CCC RATED USD HIGH YIELD CORPORATE BOND ETF 4,569.0 $165K 0.02% NEW $36.15 -1.0%
Page 23 of 78  ·  1,547 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 38.6%
Financial Services 16.7%
Industrials 8.8%
Healthcare 6.9%
Communication Services 6.6%
Consumer Cyclical 4.8%
Real Estate 4.5%
Consumer Defensive 3.7%
Energy 3.7%
Utilities 3.6%