Compass Wealth Management, LLC/GA - Portfolio overview

Compass Wealth Management, LLC/GA has 75 reported holdings in this dataset, with the latest filing dated 2026-05-15.

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. QLTA - ISHARES TR, 12.71%
2. RSPT - INVESCO EXCHANGE TRADED FD T, 6.28%
3. LVHI - LEGG MASON ETF INVT, 6.04%

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

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