Compass Financial Group, Inc. - Portfolio overview

Compass Financial Group, Inc. has 48 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IVV - iShares Core S&P 500 ETF, 13.32%
2. IWV - iShares Russell 3000 ETF, 8.32%
3. IWF - Ishares Russell 1000 Growth Etf, 6.64%

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

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