account_balance
Investment manager · 13F filer · SEC CIK 1965653
Compass Wealth Management LLC
Reported value$519Mas of Sep 30, 2026
Positions417 251 new, 1 sold out
Top 10 weight28.5%AVGO alone is 5%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVGOBroadcom Inc.
5.2%Trimmed −2%
RSPInvesco Exchange Traded Fd T
4.5%
AMATApplied Materials Inc
3.2%Trimmed −6%
GOOGAlphabet Inc.
2.8%Trimmed −3%
GOOGLAlphabet Inc.
2.6%
JPMJPMorgan Chase & Co
2.3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.1%Trimmed −3%
BRK-BBerkshire Hathaway Inc
2.0%Added +43%
AEISAdvanced Energy Industries Inc
1.9%Trimmed −2%
DHRDanaher Corp
1.9%Trimmed −9%
VFCVF Corp
1.9%+8%
SPYMSPDR Series Trust
1.8%+9%
AVGOBroadcom Inc.
5.2%Trimmed −2%
RSPInvesco Exchange Traded Fd T
4.5%
AMATApplied Materials Inc
3.2%−6%
GOOGAlphabet Inc.
2.8%−3%
GOOGLAlphabet Inc.
2.6%
JPMJPMorgan Chase & Co
2.3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.1%
BRK-BBerkshire Hathaway Inc
2.0%
AEISAdvanced Energy Industries Inc
1.9%
DHR1.9%VFC1.9%SPYM
Boxes 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
AVGO Broadcom Inc. 5.2% Trimmed −2%
RSP Invesco Exchange Traded Fd T 4.5% Held
AMAT Applied Materials Inc 3.2% Trimmed −6%GOOG Alphabet Inc. 2.8% Trimmed −3%GOOGL Alphabet Inc. 2.6% HeldJPM JPMorgan Chase & Co 2.3% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 2.1% Trimmed −3%BRK-B Berkshire Hathaway Inc 2.0% Added +43%AEIS Advanced Energy Industries Inc 1.9% Trimmed −2%DHR Danaher Corp 1.9% Trimmed −9%VFC VF Corp 1.9% Added +8%SPYM SPDR Series Trust 1.8% Added +9%
What changed
Biggest moves since Jun 30, 2026
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