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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 22 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VCLT VANGUARD SCOTTSDALE FUNDS LONG-TERM CORP BOND IDX FUND 2,877.0 $209K 0.03% NEW $72.60 -0.3%
422 FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 2,735.0 $208K 0.03% NEW $75.88 -2.5%
423 FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND 6,016.0 $204K 0.03% NEW $33.97 +4.6%
424 FITB FIFTH THIRD BANCORP Financial Services 3,564.0 $203K 0.02% NEW $56.89 -3.4%
425 FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE 3,342.0 $200K 0.02% NEW $59.95 +2.1%
426 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 3,566.0 $200K 0.02% NEW $56.16 +4.6%
427 DE DEERE & CO Industrials 317.0 $198K 0.02% NEW $625.37 -7.2%
428 RFDI FIRST TRUST RIVERFRONT DYNAMIC DEVELOPED INTERNATIONAL ETF 2,261.0 $197K 0.02% NEW $87.08 +6.2%
429 STLD STEEL DYNAMICS INC Basic Materials 856.0 $196K 0.02% NEW $229.50 +0.7%
430 FEDERATED HERMES INC B CLASS B 3,543.0 $196K 0.02% NEW $55.22
431 VGSH VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES 3,310.0 $192K 0.02% NEW $58.08 +0.1%
432 GSHD GOOSEHEAD INS INC CLASS A Financial Services 3,959.0 $192K 0.02% NEW $48.50 +41.0%
433 IAU ISHARES GOLD TRUST Financial Services 2,527.0 $192K 0.02% NEW $75.90 +11.8%
434 BEACON COMMUNITY BANK 15,000.0 $188K 0.02% NEW $12.50
435 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 2,353.0 $187K 0.02% NEW $79.55 +0.2%
436 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 3,817.0 $187K 0.02% NEW $49.00 +3.7%
437 UTF COHEN AND STEERS INFRAST Financial Services 6,767.0 $187K 0.02% NEW $27.59 -1.9%
438 IWB ISHARES RUSSELL 1000 ETF 442.0 $186K 0.02% NEW $421.33 +0.0%
439 SON SONOCO PRODS CO Consumer Cyclical 3,291.0 $186K 0.02% NEW $56.41 +2.6%
440 AWK AMERICAN WTR WKS CO INC Utilities 1,381.0 $185K 0.02% NEW $133.85 +3.6%
Page 22 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 37.8%
Financial Services 16.5%
Industrials 8.7%
Communication Services 8.3%
Healthcare 6.8%
Consumer Cyclical 4.7%
Real Estate 4.4%
Energy 3.7%
Consumer Defensive 3.6%
Utilities 3.5%