Compass Financial Services Inc - Portfolio Stock Holdings
Compass Financial Services Inc disclosed 61 stock positions in a recent SEC 13F filing. $289,256,568 of stock holdings were filed, with the largest holdings including SPYM, DGRW, and JEPQ. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $407,449,818 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
61Est. Stock Holding Value:
$289,256,568Top Stock Holdings By Sector
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Portfolio Stock Holdings - Compass Financial Services Inc
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