Arkolith/Funds/Compass Financial Group, Inc.

Compass Financial Group, Inc.

CIK 2115210
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Compass Financial Group, Inc. holds a focused book of 48 stocks worth $149.6M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Williams-Sonoma Inc and trimmed Ishares Msci USA Min Vol Fac. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 16% of the equity book.

Added to
16
already held, bought more
Trimmed
25
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: focused book

Top 5 holdings
45%
Top 10 holdings
65%
Top 20 holdings
87%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

3% mapped to company sectors

ETF / fund or unclassified
97%
Financials
2%
Information Technology
0%
Consumer Discretionary
0%
Industrials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Compass Financial Group, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY48 / 48$269.8B
ENVESTNET ASSET MANAGEMENT INC48 / 48$82.1B
ROYAL BANK OF CANADA48 / 48$74.5B
HighTower Advisors, LLC48 / 48$15.6B
OSAIC HOLDINGS, INC.48 / 48$11.7B
CWM, LLC48 / 48$5.8B
Integrated Wealth Concepts LLC48 / 48$2.5B
WELLS FARGO & COMPANY/MN47 / 48$89.8B

Ranked by how many of Compass Financial Group, Inc.'s top 48 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

48 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$24.4M32.7K
16.3%
+2.1%
Added · +669 sh
2Vanguard Index FDS
GROWTH ETF
$13.1M151.9K
8.7%
+453%
Added · +124K sh
3Invesco Exchange Traded FD T
S&P500 QUALITY
$11.1M122.8K
7.4%
+49%
Added · +40K sh
4Vanguard Specialized Funds
DIV APP ETF
$11.0M46.7K
7.4%
+16%
Added · +6K sh
5Ishares TR
CORE S&P MCP ETF
$7.1M91.4K
4.7%
+4.6%
Added · +4K sh
6Doubleline ETF Trust
MORTGAGE ETF
$7.0M142.8K
4.7%
+16%
Added · +20K sh
7Vanguard BD Index FDS
SHORT TRM BOND
$6.4M81.7K
4.3%
+1.8%
Added · +1K sh
8Ishares TR
MSCI EAFE ETF
$6.1M58.3K
4.1%
+8.5%
Added · +5K sh
9Ishares TR
MSCI USA MIN ETF
$5.8M60.2K
3.9%
−5.6%
Reduced · −4K sh
10Ishares TR
3 7 YR TREAS BD
$5.3M44.7K
3.5%
+1.5%
Added · +677 sh
11Ishares TR
MSCI EAFE MIN VL
$5.2M59.3K
3.5%
+38%
Added · +16K sh
12Select Sector SPDR TR
ST STR TECHN ETF
$4.8M25.2K
3.2%
−14%
Reduced · −4K sh
13Invesco Exch Traded FD TR II
PFD ETF
$4.2M383.6K
2.8%
+7.2%
Added · +26K sh
14Vanguard Scottsdale FDS
INT-TERM CORP
$3.6M43.1K
2.4%
+5.4%
Added · +2K sh
15Ishares TR
ESG MSCI KLD ETF
$3.2M22.2K
2.1%
−6.2%
Reduced · −1K sh
16Schwab Strategic TR
US DIVIDEND EQ
$3.0M94.1K
2.0%
−46%
Reduced · −80K sh
17Bondbloxx ETF Trust
BLOOMBERG ONE YR
$2.8M56.9K
1.9%
−15%
Reduced · −10K sh
18Ishares TR
FLTG RATE NT ETF
$2.6M51.0K
1.7%
−1.9%
Reduced · −1K sh
19Ishares TR
MBS ETF
$2.2M23.6K
1.5%
−0.8%
Reduced · −193 sh
20Bondbloxx ETF Trust
BBB RATED 1 5 YE
$2.0M38.3K
1.3%
+53%
Added · +13K sh
21Vanguard World FD
INF TECH ETF
$1.9M15.9K
1.3%
+288%
Added · +12K sh
22Ishares TR
U.S. TECH ETF
$1.8M7.2K
1.2%
−9.7%
Reduced · −767 sh
23RBB FD Inc
F/M US TREASURY
$1.5M30.0K
1.0%
−29%
Reduced · −12K sh
24Select Sector SPDR TR
ST STR CARE ETF
$1.3M8.3K
0.9%
−29%
Reduced · −3K sh
25Ishares TR
S&P MC 400VL ETF
$1.2M8.3K
0.8%
Held
26Ishares Bitcoin Trust ETF
SHS BEN INT
$1.2M35.5K
0.8%
−0.1%
Reduced · −40 sh
27Ishares TR
CORE US AGGBD ET
$1.2M11.9K
0.8%
−20%
Reduced · −3K sh
28Vanguard Index FDS
VALUE ETF
$978K4.5K
0.7%
−5.3%
Reduced · −250 sh
29Ishares Gold TR
ISHARES NEW
$805K10.7K
0.5%
+10%
Added · +1K sh
30Ishares TR
S&P MC 400GR ETF
$787K6.7K
0.5%
−1.6%
Reduced · −113 sh
31Ishares Ethereum TR
SHS
$698K58.7K
0.5%
−15%
Reduced · −10K sh
32Ishares TR
S&P 500 VAL ETF
$547K2.4K
0.4%
−13%
Reduced · −371 sh
33Ishares TR
CORE S&P500 ETF
$530K708
0.4%
−11%
Reduced · −90 sh
34Ishares TR
CORE 80 20 ETF
$454K4.7K
0.3%
Held
35Ishares TR
RUSSELL 2000 ETF
$386K1.3K
0.3%
−24%
Reduced · −410 sh
36Invesco Exch Traded FD TR II
S&P500 LOW VOL
$379K5.1K
0.3%
−53%
Reduced · −6K sh
37Vanguard Intl Equity Index F
ALLWRLD EX US
$336K4.0K
0.2%
−3.7%
Reduced · −156 sh
38Ishares TR
S&P 500 GRWT ETF
$318K2.3K
0.2%
−26%
Reduced · −803 sh
39Ishares TR
EAFE VALUE ETF
$312K4.1K
0.2%
−18%
Reduced · −909 sh
40Nvidia Corporation
COM
$306K1.5K
0.2%
+3.4%
Added · +50 sh
41Ishares TR
CORE S&P SCP ETF
$298K2.0K
0.2%
−19%
Reduced · −472 sh
42Apple Inc
COM
$293K1.0K
0.2%
Held
43Ishares TR
SP SMCP600VL ETF
$278K2.0K
0.2%
−25%
Reduced · −692 sh
44Williams Sonoma Inc
COM
$254K1.1K
0.2%
New
New position
45Amazon Com Inc
COM
$248K1.0K
0.2%
Held
46Vanguard World FD
HEALTH CAR ETF
$222K742
0.1%
−67%
Reduced · −2K sh
47Ishares TR
S&P SML 600 GWT
$208K1.2K
0.1%
New
New position
48Lam Research Corp
COM NEW
$206K475
0.1%
New
New position
Showing all 48 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 202648$149.6M13F-HR
Q1 2026Mar 31, 2026May 8, 202647$136.6M13F-HR
Amended / restated
  • Q1 2026 · filed Mar 4, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.