DOSSIER · 13F-HR · Q3 2026
Compass Planning Associates Inc
$191M in tracked AUM across 35 positions as of Q3 2026.
CP
CIK 0002046823 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
Compass Planning Associates Inc. has reported a substantial expansion in its 13F portfolio for the period ending December 31, 2025. The total portfolio value surged by 417.7%, growing from $27.89M in the previous quarter to $144.38M. This dramatic increase in Assets Under Management (AUM) suggests a significant capital inflow, a major client acquisition, or a strategic restructuring that moved assets onto the 13F reporting radar.
The portfolio is highly conce...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.