Compass Financial Group, Inc. - Q12026 Holdings

Compass Financial Group, Inc. holds 47 stocks with a total portfolio value of $ 221.77M as of Q12026. In Q12026, Compass Financial Group, Inc. added 0 new positions, increased stakes in 8 stocks, reduced 31 holdings, and fully exited 1 position. The largest holding is Ishares Core S&P 500 Etf (IVV), representing 13.57% of the total portfolio.