Compass Financial Services Inc - Portfolio overview

Compass Financial Services Inc has 327 reported holdings in this dataset, with the latest filing dated 2026-05-01.

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. SPLG - SPDR PORTFOLIO, 13.30%
2. SPYM - STATE STREET, 13.02%
3. JPST - JPMORGAN, 7.26%

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

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