Compass Ion Advisors, LLC - Portfolio Stock Holdings
Compass Ion Advisors, LLC disclosed 317 stock positions in a recent SEC 13F filing. $1,187,642,265 of stock holdings were filed, with the largest holdings including VTI, IXUS, and IUSB. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,586,830,325 and has 24 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:
317Est. Stock Holding Value:
$1,187,642,265Top Stock Holdings By Sector
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Portfolio Stock Holdings - Compass Ion Advisors, LLC
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Holdings (Shares)
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% of Portfolio
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