Compass Financial Group, Inc. (Ohio) - Portfolio overview

Compass Financial Group, Inc. (Ohio) has 45 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 15.46%
2. VUG - VANGUARD INDEX FDS, 8.89%
3. VIG - VANGUARD SPECIALIZED FUNDS, 6.44%

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

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