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Portfolio (Quarterly) Guide ↗

Compass Financial Group, INC/SD

· CIK 0001964835
13F Portfolio $715M AUM 105 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 47 Added 18 Reduced
Page 3 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VYM VANGUARD WHITEHALL FDS — 6,742.0 $998K 0.14% -308.0 -4.4% $148.10 +6.0%
42 TGRW T ROWE PRICE ETF INC — 24,288.0 $984K 0.14% +1K +5.4% $40.50 +19.8%
43 ET ENERGY TRANSFER L P Energy 50,427.0 $973K 0.14% — — $19.30 +5.3%
44 JNJ JOHNSON & JOHNSON Healthcare 3,863.0 $944K 0.13% +254.0 +7.0% $244.44 +10.7%
45 AMZN AMAZON COM INC Consumer Cyclical 3,937.0 $820K 0.12% -94.0 -2.3% $208.27 +19.7%
46 VBK VANGUARD INDEX FDS — 2,599.0 $785K 0.11% -118.0 -4.3% $302.20 +12.9%
47 CAT CATERPILLAR INC Industrials 1,065.0 $754K 0.11% — — $708.22 +13.7%
48 VUSB VANGUARD BD INDEX FDS — 15,063.0 $750K 0.10% +364.0 +2.5% $49.78 -0.5%
49 SCCR SCHWAB STRATEGIC TR — 28,525.0 $734K 0.10% +13K +83.7% $25.72 -5.1%
50 JPM JPMORGAN CHASE & CO Financial Services 2,428.0 $714K 0.10% +380.0 +18.6% $294.12 +15.1%
51 VEA VANGUARD TAX-MANAGED FDS — 10,215.0 $655K 0.09% +4K +61.2% $64.08 +10.9%
52 META META PLATFORMS INC Communication Services 1,120.0 $641K 0.09% +639.0 +132.8% $572.01 +35.9%
53 VDE VANGUARD WORLD FD — 3,666.0 $634K 0.09% +1K +37.6% $173.05 +1.4%
54 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 50,382.0 $553K 0.08% +27K +112.7% $10.98 -7.6%
55 PG PROCTER & GAMBLE CO Consumer Defensive 3,828.0 $553K 0.08% +351.0 +10.1% $144.44 +0.9%
56 GLD SPDR GOLD TR Financial Services 1,224.0 $527K 0.07% +56.0 +4.8% $430.29 -9.0%
57 VFH VANGUARD WORLD FD — 4,293.0 $519K 0.07% — — $120.80 +10.0%
58 QS QUANTUMSCAPE CORP Consumer Cyclical 81,000.0 $517K 0.07% — — $6.38 -22.6%
59 MSFT MICROSOFT CORP Technology 1,393.0 $515K 0.07% +466.0 +50.3% $370.05 +34.6%
60 SLV ISHARES SILVER TR Financial Services 7,472.0 $509K 0.07% +607.0 +8.8% $68.14 -15.4%
Page 3 of 6  ·  105 positions

① 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 38.4%
Technology 19.9%
Consumer Defensive 8.2%
Consumer Cyclical 8.1%
Industrials 6.9%
Energy 5.7%
Healthcare 5.5%
Utilities 3.3%
Communication Services 3.1%
Real Estate 0.9%