Compass Wealth Management LLC - Portfolio overview

Compass Wealth Management LLC has 154 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AVGO - BROADCOM INC, 5.30%
2. RSP - INVESCO EXCHANGE TRADED FD T, 4.67%
3. AMAT - APPLIED MATLS INC, 2.71%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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