account_balance
Investment manager · 13F filer · SEC CIK 2148724
Compass Financial Management LLC
Reported value$884Mas of Sep 30, 2026
Positions1,685 270 new, 76 sold out
Top 10 weight21.3%NVDA alone is 4%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corp
3.8%Added +10%
AAPLApple Inc
3.3%Added +2%
JAAAJanus Henderson Aaa Clo ETF
2.8%Added +37%
XLKState Street Technology Select Sector SPDR ETF
2.6%Added +8%
PLTRPalantir Technologies Inclass A
1.6%Trimmed −13%
VGTVanguard Information Technology Index Fund ETF Shares
1.6%Added +40%
METAMeta Platforms Inc Class A
1.5%Added +14%
SPYGState Street SPDR Portfolio S&P 500 Growthetf
1.4%Added +3%
MSFTMicrosoft Corp
1.3%Trimmed −11%
VOOVanguard S&P 500 ETF
1.3%
AMZNAmazon.com Inc
1.3%Added +4%
AFIFHorizon FDS Anfield Unvl Fixed Income ETF
1.3%Added +305%
NVDANvidia Corp
3.8%Added +10%
AAPLApple Inc
3.3%Added +2%
JAAA2.8%XLK2.6%PLTR1.6%VGT1.6%META1.5%SPYG1.4%MSFT1.3%VOO1.3%AMZN1.3%AFIF1.3%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
NVDA Nvidia Corp 3.8% Added +10%AAPL Apple Inc 3.3% Added +2%JAAA Janus Henderson Aaa Clo ETF 2.8% Added +37%XLK State Street Technology Select Sector SPDR ETF 2.6% Added +8%PLTR Palantir Technologies Inclass A 1.6% Trimmed −13%VGT Vanguard Information Technology Index Fund ETF Shares 1.6% Added +40%META Meta Platforms Inc Class A 1.5% Added +14%SPYG State Street SPDR Portfolio S&P 500 Growthetf 1.4% Added +3%MSFT Microsoft Corp 1.3% Trimmed −11%VOO Vanguard S&P 500 ETF 1.3% HeldAMZN Amazon.com Inc 1.3% Added +4%AFIF Horizon FDS Anfield Unvl Fixed Income ETF 1.3% Added +305%
What changed