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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 2 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TR Financial Services 5,305.0 $3.9M 0.45% -266.0 -4.8% $736.41 +1.5%
22 SCMB SCHWAB STRATEGIC TR 149,926.0 $3.9M 0.44% +89K +144.5% $25.82 -5.1%
23 DFAI DIMENSIONAL ETF TRUST 86,688.0 $3.6M 0.41% +19K +27.9% $41.25 +3.0%
24 VUG VANGUARD INDEX FDS 40,552.0 $3.5M 0.40% +33K +404.9% $86.14 +5.8%
25 ANNALY CAPITAL MANAGEMENT IN 141,686.0 $3.2M 0.36% -5K -3.3% $22.36
26 VEA VANGUARD TAX-MANAGED FDS 40,270.0 $2.9M 0.33% +30K +294.2% $71.25 +2.0%
27 VXUS VANGUARD STAR FDS 24,468.0 $2.1M 0.24% NEW $85.49 +2.3%
28 NZF NUVEEN MUN CR INCOME FD Financial Services 164,571.0 $2.1M 0.24% $12.68 -10.1%
29 NVDA NVIDIA CORPORATION Technology 10,121.0 $2.0M 0.23% -533.0 -5.0% $200.10 +14.4%
30 SCHO SCHWAB STRATEGIC TR 82,326.0 $2.0M 0.23% +15K +21.9% $24.14 -1.0%
31 VTEB VANGUARD MUN BD FDS 39,113.0 $2.0M 0.23% +2K +4.1% $50.58 -4.7%
32 FNDX SCHWAB STRATEGIC TR 63,157.0 $2.0M 0.23% NEW $31.10 +3.5%
33 VB VANGUARD INDEX FDS 6,273.0 $1.9M 0.22% -76.0 -1.2% $303.11 -3.6%
34 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 150,350.0 $1.8M 0.20% -75K -33.2% $11.90 -8.3%
35 WMT WALMART INC Consumer Defensive 15,153.0 $1.7M 0.20% $113.26 -2.8%
36 SCHF SCHWAB STRATEGIC TR 58,979.0 $1.6M 0.19% +50K +586.7% $27.70 +2.0%
37 FNDF SCHWAB STRATEGIC TR 30,646.0 $1.6M 0.19% NEW $52.76 +5.0%
38 VTHR VANGUARD SCOTTSDALE FDS 4,665.0 $1.5M 0.18% $331.43 +3.0%
39 VOOG VANGUARD ADMIRAL FDS INC 18,474.0 $1.5M 0.17% +15K +500.0% $82.62 +4.5%
40 GOOG ALPHABET INC 3,920.0 $1.4M 0.16% -25.0 -0.6% $353.34
Page 2 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 34.9%
Technology 23.4%
Consumer Cyclical 8.1%
Consumer Defensive 7.1%
Industrials 6.9%
Energy 6.7%
Healthcare 5.1%
Communication Services 3.1%
Utilities 3.1%
Real Estate 1.6%