Viewing historical filing for 2025Q3. View latest →
DOSSIER · 13F-HR · Q2 2026

Compass Ion Advisors, LLC

$1.2B in tracked AUM across 417 positions as of Q2 2026.

CI
CIK 0001621100 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
417
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…