Compass Ion Advisors, LLC - Q42025 Holdings

Compass Ion Advisors, LLC holds 273 stocks with a total portfolio value of $ 1.05B as of Q42025. In Q42025, Compass Ion Advisors, LLC added 9 new positions, increased stakes in 108 stocks, reduced 114 holdings, and fully exited 11 positions. The largest holding is Vanguard Index Fds (VTI), representing 16.63% of the total portfolio.