account_balance
Investment manager · 13F filer · SEC CIK 2115210
Compass Financial Group, Inc. (Ohio)
Reported value$151Mas of Sep 30, 2026
Positions43 2 new, 7 sold out
Top 10 weight71.3%SPY alone is 17%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
17.4%Added +6%
VIGVanguard Specialized Funds
8.8%Added +21%
VUGVanguard Index FDS
8.5%Trimmed −6%
SPHQInvesco Exchange Traded Fd T
8.3%Added +22%
FLOTiShares Tr
6.7%Added +288%
IJHiShares Tr
4.7%Added +9%
DMBSDoubleline ETF Trust
4.7%Added +7%
EFAiShares Tr
4.6%Added +14%
EFAViShares Tr
3.9%+10%
IEIiShares Tr
3.6%+7%
USMViShares Tr
3.4%Trimmed −12%
PGXInvesco Exch Traded Fd Tr II
2.7%
SPYSPDR S&P 500 ETF Trust
17.4%Added +6%
VIGVanguard Specialized Funds
8.8%
VUGVanguard Index FDS
8.5%
SPHQInvesco Exchange Traded Fd T
8.3%
FLOTiShares Tr
6.7%+288%
IJHiShares Tr
4.7%
DMBSDoubleline ETF Trust
4.7%
EFAiShares Tr
4.6%
EFAV
IEI3.6%
USMV3.4%
PGX2.7%
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
SPY SPDR S&P 500 ETF Trust 17.4% Added +6%
VIG Vanguard Specialized Funds 8.8% Added +21%
VUG Vanguard Index FDS 8.5% Trimmed −6%
SPHQ Invesco Exchange Traded Fd T 8.3% Added +22%
FLOT iShares Tr 6.7% Added +288%
IJH iShares Tr 4.7% Added +9%
DMBS Doubleline ETF Trust 4.7% Added +7%
EFA iShares Tr 4.6% Added +14%
EFAV iShares Tr 3.9% Added +10%
IEI iShares Tr 3.6% Added +7%
USMV iShares Tr 3.4% Trimmed −12%
PGX Invesco Exch Traded Fd Tr II 2.7% Added +7%
What changed
Biggest moves since Jun 30, 2026
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