Compass Advisory Group LLC - Q42025 Holdings

Compass Advisory Group LLC holds 84 stocks with a total portfolio value of $ 370.12M as of Q42025. In Q42025, Compass Advisory Group LLC added 3 new positions, increased stakes in 42 stocks, reduced 23 holdings, and fully exited 1 position. The largest holding is Schwab Strategic Tr (SCHB), representing 13.68% of the total portfolio.