Compass Ion Advisors, LLC - Portfolio overview

Compass Ion Advisors, LLC has 300 reported holdings in this dataset, with the latest filing dated 2026-04-13.

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. SPHQ - INVESCO EXCHANGE TRADED FD T, 8.46%
2. SPLG - SPDR SERIES TRUST, 6.92%
3. SPYM - SPDR SERIES TRUST, 6.40%

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

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