Compass Advisory Group LLC - Portfolio overview

Compass Advisory Group LLC has 88 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IJAN - INNOVATOR ETFS TRUST, 8.01%
2. BALT - INNOVATOR ETFS TRUST, 7.62%
3. VT - VANGUARD INTL EQUITY INDEX F, 7.37%

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

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