account_balance
Investment manager · 13F filer · SEC CIK 2076480
Compass Wealth Management, LLC
Reported value$253Mas of Sep 30, 2026
Positions76 5 new, 3 sold out
Top 10 weight57.8%IGSB alone is 9%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IGSBiShares Tr
9.4%New
XLKSelect Sector SPDR Tr
9.1%Added +3%
LVHILegg Mason ETF Invt
5.9%
BSVVanguard Bd Index FDS
5.6%New
XLVSelect Sector SPDR Tr
5.3%Added +5%
XLFSelect Sector SPDR Tr
5.0%Added +5%
VGSHVanguard Scottsdale FDS
4.8%
NVDANVIDIA Corp
4.6%
GLDSPDR Gold Trust
4.0%
XLISelect Sector SPDR Tr
3.9%Added +5%
SCHDSchwab Strategic Tr
3.5%
IDEViShares Tr
3.1%
IGSBiShares Tr
9.4%New
XLKSelect Sector SPDR Tr
9.1%Added +3%
LVHILegg Mason ETF Invt
5.9%
BSVVanguard Bd Index FDS
5.6%New
XLVSelect Sector SPDR Tr
5.3%+5%
XLFSelect Sector SPDR Tr
5.0%
VGSHVanguard Scottsdale FDS
4.8%
NVDANVIDIA Corp
4.6%
GLDSPDR Gold Trust
4.0%
XLI3.9%
SCHD3.5%
IDEV3.1%
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
IGSB iShares Tr 9.4% New
XLK Select Sector SPDR Tr 9.1% Added +3%
LVHI Legg Mason ETF Invt 5.9% Held
BSV Vanguard Bd Index FDS 5.6% New
XLV Select Sector SPDR Tr 5.3% Added +5%
XLF Select Sector SPDR Tr 5.0% Added +5%
VGSH Vanguard Scottsdale FDS 4.8% Held
NVDA NVIDIA Corp 4.6% HeldGLD SPDR Gold Trust 4.0% HeldXLI Select Sector SPDR Tr 3.9% Added +5%
SCHD Schwab Strategic Tr 3.5% Held
IDEV iShares Tr 3.1% Added +11%
What changed
Biggest moves since Jun 30, 2026
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