account_balance
Investment manager · 13F filer · SEC CIK 1621100
Compass Ion Advisors, LLC
Reported value$1.19Bas of Sep 30, 2026
Positions306 22 new, 13 sold out
Top 10 weight56.9%VTI alone is 16%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
16.5%
IXUSiShares Tr
9.4%
IUSBiShares Tr
7.0%Added +5%
SPHQInvesco Exchange Traded Fd T
5.5%
SPYMSPDR Series Trust
4.1%
DRSKETF Ser Solutions
3.3%Added +4%
FBNDFidelity Merrimack STR Tr
3.1%Added +4%
AVDEAmerican Centy ETF Tr
2.9%Added +3%
DGROiShares Tr
2.8%
ACIOETF Ser Solutions
2.5%+3%
BOXXEa Series Trust
2.0%Added +6%
NVDANVIDIA Corp
1.8%
VTIVanguard Index FDS
16.5%
IXUSiShares Tr
9.4%
IUSBiShares Tr
7.0%+5%
SPHQInvesco Exchange Traded Fd T
5.5%
SPYMSPDR Series Trust
4.1%
DRSKETF Ser Solutions
3.3%
FBNDFidelity Merrimack STR Tr
3.1%
AVDEAmerican Centy ETF Tr
2.9%
DGRO
ACIO
BOXX
NVDABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 16.5% Held
IXUS iShares Tr 9.4% Held
IUSB iShares Tr 7.0% Added +5%
SPHQ Invesco Exchange Traded Fd T 5.5% Held
SPYM SPDR Series Trust 4.1% Held
DRSK ETF Ser Solutions 3.3% Added +4%
FBND Fidelity Merrimack STR Tr 3.1% Added +4%
AVDE American Centy ETF Tr 2.9% Added +3%
DGRO iShares Tr 2.8% Held
ACIO ETF Ser Solutions 2.5% Added +3%
BOXX Ea Series Trust 2.0% Added +6%
NVDA NVIDIA Corp 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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