Compass Financial Group, Inc. - Q42025 Holdings

Compass Financial Group, Inc. holds 48 stocks with a total portfolio value of $ 226.58M as of Q42025. In Q42025, Compass Financial Group, Inc. added 2 new positions, increased stakes in 14 stocks, reduced 26 holdings, and fully exited 0 positions. The largest holding is Ishares Core S&P 500 Etf (IVV), representing 14.03% of the total portfolio.