Compass Financial Group, INC/SD - Portfolio overview

Compass Financial Group, INC/SD has 109 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VGT - VANGUARD WORLD FD, 15.85%
2. VOO - VANGUARD INDEX FDS, 15.07%
3. VDC - VANGUARD WORLD FD, 14.08%

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

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