Compass Financial Group, Inc. - Q22026 Holdings

Compass Financial Group, Inc. holds 51 stocks with a total portfolio value of $ 236.7M as of Q22026. In Q22026, Compass Financial Group, Inc. added 5 new positions, increased stakes in 10 stocks, reduced 34 holdings, and fully exited 1 position. The largest holding is Ishares Core S&P 500 Etf (IVV), representing 13.79% of the total portfolio.