DOSSIER · 13F-HR · Q2 2026

Compass Financial Services Inc

$268M in tracked AUM across 57 positions as of Q2 2026.

CF
CIK 0002039088 · last filed Jun 30, 2026
Total AUM
$268M
as of Q2 2026
Holdings
57
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Compass Financial Services Inc
1. Portfolio Overview

Compass Financial Services Inc manages a portfolio with a total value of $190.32 million as of September 30, 2025. This represents a decrease of 7.8% from the previous quarter's value of $206.47 million. The portfolio is highly diversified across 181 individual holdings. The investment strategy appears to be predominantly a "core-satellite" approach or a model-based portfolio constru...

2. Key Holdings

The portfolio is characterized by high concentration in its top positions, with the top ten holdings accounting for roughly 84% of the total portfolio value.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
STATE STREET
$43M486K16.0%
02
DGRW
WISDOMTREE US
$22M231K8.3%
03
JPST
JPMORGAN
$20M396K7.5%
04
QQQM
INVESCO NASDAQ
$18M59K6.7%
05
SPMO
INVESCO S&P
$15M91K5.5%
06
JEPQ
JPMORGAN
$14M235K5.4%
07
KNG
FIRST TRUST
$14M270K5.1%
08
VLU
STATE STREET
$12M49K4.4%
09
RDVY
FIRST TRUST
$11M136K4.1%
10
FDL
FIRST TRUST
$8M174K3.2%

Filing history

2026Q2Jun 30
$268M 15.9%
57 positionsView →
2026Q1Mar 31
$231M 0.5%
56 positionsView →
2025Q4Dec 31
$232M 21.9%
294 positionsView →
2025Q3Sep 30
$190M 7.8%
181 positionsView →
2025Q2Jun 30
$206M 21.8%
302 positionsLocked
2025Q1Mar 31
$169M 4.0%
167 positionsLocked
2024Q4Dec 31
$177M
205 positionsLocked