Arkolith/Funds/Compass Financial Group, INC

Compass Financial Group, INC

CIK 1964835
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

Compass Financial Group, INC holds a concentrated book of 119 stocks worth $871.5M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Vanguard Total Intl Stock and trimmed Vanguard Consumer Staple ETF. Their largest long position is Vanguard Info Tech ETF at 19% of the equity book. Cloning the disclosed picks since 2025 would be +13% (+17.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
15
bought for the first time
Added to
39
already held, bought more
Trimmed
40
sold some, still holds it
Sold out
1
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+13.2%
+17.0%/yr · since Oct '25
Their reported book
+12.0%
held from quarter-end
S&P 500
+15.1%
same window
$9K$10K$11K$11K$12KOct '25Dec '25Feb '26Apr '26Jun '26Aug '26
Compass Financial Group, INC (copied at disclosure) S&P 500

Growth of $10,000 cloning Compass Financial Group, INC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
64%
Top 10 holdings
80%
Top 20 holdings
90%

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

Direct sector allocation

5% mapped to company sectors

ETF / fund or unclassified
95%
Financials
2%
Information Technology
1%
Consumer Discretionary
0%
Real Estate
0%
Industrials
0%
Utilities
0%
Health Care
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
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$19.5B
OSAIC HOLDINGS, INC.80 / 80$18.0B
Farther Finance Advisors, LLC80 / 80$3.0B
MORGAN STANLEY79 / 80$483.0B
ROYAL BANK OF CANADA79 / 80$141.3B
LPL Financial LLC79 / 80$75.9B
Kestra Advisory Services, LLC79 / 80$8.2B
HARBOUR INVESTMENTS, INC.79 / 80$1.6B

Ranked by how many of Compass Financial Group, INC's top 80 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.

119 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard World FD
INF TECH ETF
$166.1M1.39M
19.1%
+755%
Added · +1.2M sh
2Vanguard Index FDS
S&P 500 ETF SHS
$130.0M189.3K
14.9%
+4.8%
Added · +9K sh
3Schwab Strategic TR
US BRD MKT ETF
$112.8M3.89M
12.9%
+0.6%
Added · +25K sh
4Vanguard World FD
CONSUM STP ETF
$99.4M440.9K
11.4%
−1.8%
Reduced · −8K sh
5Vanguard World FD
INDUSTRIAL ETF
$53.6M148.6K
6.1%
+4.4%
Added · +6K sh
6Vanguard Index FDS
TOTAL STK MKT
$39.8M107.6K
4.6%
+3.6%
Added · +4K sh
7Vanguard Specialized Funds
DIV APP ETF
$27.2M115.1K
3.1%
−1.6%
Reduced · −2K sh
8Schwab Strategic TR
US LCAP GR ETF
$23.9M707.3K
2.7%
+22%
Added · +125K sh
9SPDR Series Trust
ST STR PR SP1500
$21.5M237.3K
2.5%
−1.1%
Reduced · −3K sh
10Vanguard Whitehall FDS
INTL DVD ETF
$19.5M208.5K
2.2%
−1.2%
Reduced · −3K sh
11Fidelity Covington Trust
CONSMR STAPLES
$18.6M354.2K
2.1%
+8.7%
Added · +28K sh
12Berkshire Hathaway Inc Del
CL B NEW
$13.4M26.8K
1.5%
+1.4%
Added · +382 sh
13Schwab Strategic TR
US SML CAP ETF
$11.2M310.9K
1.3%
+5.9%
Added · +17K sh
14Schwab Strategic TR
US LRG CAP ETF
$10.0M338.5K
1.1%
+245%
Added · +241K sh
15Schwab Strategic TR
US AGGREGATE B
$9.9M428.1K
1.1%
+49%
Added · +140K sh
16Vanguard Index FDS
EXTEND MKT ETF
$8.6M34.8K
1.0%
−7.0%
Reduced · −3K sh
17Schwab Strategic TR
1 5YR CORP BD
$6.0M244.3K
0.7%
+13%
Added · +29K sh
18Schwab Strategic TR
US DIVIDEND EQ
$5.7M178.9K
0.7%
~0%
Reduced · −42 sh
19Schwab Strategic TR
US MID-CAP ETF
$4.7M128.5K
0.5%
+26%
Added · +26K sh
20Apple Inc
COM
$4.4M15.2K
0.5%
−3.2%
Reduced · −497 sh
21Invesco QQQ TR
UNIT SER 1
$3.9M5.3K
0.4%
−4.8%
Reduced · −266 sh
22Schwab Strategic TR
MUN BD ETF
$3.9M149.9K
0.4%
+144%
Added · +89K sh
23Dimensional ETF Trust
INTL CORE EQT MK
$3.6M86.7K
0.4%
+28%
Added · +19K sh
24Vanguard Index FDS
GROWTH ETF
$3.5M40.6K
0.4%
+405%
Added · +33K sh
25Annaly Capital Management In
COM NEW
$3.2M141.7K
0.4%
−3.3%
Reduced · −5K sh
26Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$2.9M40.3K
0.3%
+294%
Added · +30K sh
27Vanguard Star FDS
VG TL INTL STK F
$2.1M24.5K
0.2%
New
New position
28Nuveen Mun CR Income FD
COM SH BEN INT
$2.1M164.6K
0.2%
+0.3%
Added · +567 sh
29Nvidia Corporation
COM
$2.0M10.1K
0.2%
−5.0%
Reduced · −533 sh
30Schwab Strategic TR
SHT TM US TRES
$2.0M82.3K
0.2%
+22%
Added · +15K sh
31Vanguard Mun BD FDS
TAX EXEMPT BD
$2.0M39.1K
0.2%
+4.1%
Added · +2K sh
32Schwab Strategic TR
FUNDAMENTAL US L
$2.0M63.2K
0.2%
New
New position
33Vanguard Index FDS
SMALL CP ETF
$1.9M6.3K
0.2%
−1.2%
Reduced · −76 sh
34BlackRock Muniholdings FD In
COM
$1.8M150.3K
0.2%
−33%
Reduced · −75K sh
35Walmart Inc
COM
$1.7M15.2K
0.2%
~0%
Added · +1 sh
36Schwab Strategic TR
INTL EQTY ETF
$1.6M59.0K
0.2%
+587%
Added · +50K sh
37Schwab Strategic TR
FUNDAMENTAL INTL
$1.6M30.6K
0.2%
New
New position
38Vanguard Scottsdale FDS
VNG RUS3000IDX
$1.5M4.7K
0.2%
Held
39Vanguard Admiral FDS Inc
500 GRTH IDX F
$1.5M18.5K
0.2%
+500%
Added · +15K sh
40Alphabet Inc
CAP STK CL C
$1.4M3.9K
0.2%
−0.6%
Reduced · −25 sh
41Vanguard Scottsdale FDS
VNG RUS1000IDX
$1.4M4.1K
0.2%
Held
42Vanguard Admiral FDS Inc
500 VAL IDX FD
$1.4M6.2K
0.2%
Held
43Vanguard Intl Equity Index F
TT WRLD ST ETF
$1.4M8.6K
0.2%
−4.1%
Reduced · −366 sh
44BlackRock ETF Trust II
ISHAR INTER ETF
$1.2M49.5K
0.1%
New
New position
45Vanguard Index FDS
SM CP VAL ETF
$1.2M4.9K
0.1%
−11%
Reduced · −604 sh
46T Rowe Price Exchange-Traded
PRICE GRW STOCK
$1.1M24.0K
0.1%
−1.4%
Reduced · −331 sh
47MPLX LP
COM UNIT REP LTD
$1.1M19.6K
0.1%
+156%
Added · +12K sh
48Ishares TR
CORE 60 BALA ETF
$1.1M15.6K
0.1%
New
New position
49Vanguard Wellington FD
US MINIMUM
$1.0M7.5K
0.1%
−6.7%
Reduced · −542 sh
50Vanguard Whitehall FDS
HIGH DIV YLD
$1.0M6.6K
0.1%
−2.3%
Reduced · −158 sh
Showing 50 of 119 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 2026119$871.5M13F-HR
Q1 2026Mar 31, 2026Apr 29, 2026105$714.8M13F-HR
Q4 2025Dec 31, 2025Jan 27, 2026103$700.3M13F-HR
Q3 2025Sep 30, 2025Oct 23, 2025103$665.3M13F-HR

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. The performance line is a simulation of the disclosed long book, not an audited return.