Arkolith/Funds/Compass Wealth Management, LLC

Compass Wealth Management, LLC

CIK 2076480Wealth platform
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Compass Wealth Management, LLC holds a focused book of 72 stocks worth $234.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares 1-3 Year Treasury Bo and trimmed Ishares Aaa - A Rated Corpor. Their largest long position is Ishares Aaa - A Rated Corpor at 13% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
10
new positions
Added to
26
existing
Trimmed
17
reduced
Sold out
3
exited

Concentration

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
59%
Top 20 holdings
83%

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

Direct sector allocation

22% mapped to company sectors

ETF / fund or unclassified
78%
Financials
8%
Information Technology
8%
Consumer Discretionary
2%
Consumer Staples
1%
Utilities
1%
Industrials
1%
Energy
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

Holdings: largest first

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

72 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
A RATE CP BD ETF
$31.0M650.4K
13.2%
−3.4%
Reduced · −23K sh
2Invesco Exchange Traded FD T
S&P500 EQL TEC
$15.3M338.0K
6.5%
+6.5%
Added · +21K sh
3Legg Mason ETF Invt
FRANKLIN INTL LW
$14.7M363.1K
6.3%
−4.5%
Reduced · −17K sh
4Ishares TR
MBS ETF
$13.7M144.0K
5.8%
+2.9%
Added · +4K sh
5Vanguard Scottsdale FDS
SHORT TERM TREAS
$12.8M218.8K
5.5%
−47%
Reduced · −197K sh
6SPDR Gold TR
GOLD SHS
$11.8M27.4K
5.0%
−11%
Reduced · −3K sh
7Select Sector SPDR TR
STATE STREET HEA
$10.8M73.9K
4.6%
+8.9%
Added · +6K sh
8Select Sector SPDR TR
STATE STREET FIN
$10.8M217.8K
4.6%
+9.8%
Added · +20K sh
9Nvidia Corporation
COM
$9.0M51.7K
3.9%
+0.1%
Added · +56 sh
10Select Sector SPDR TR
STATE STREET IND
$8.9M54.8K
3.8%
+6.1%
Added · +3K sh
11Schwab Strategic TR
US DIVIDEND EQ
$8.3M272.0K
3.6%
−17%
Reduced · −56K sh
12World Gold TR
SPDR GLD MINIS
$6.7M72.2K
2.9%
+9.4%
Added · +6K sh
13Ishares TR
CORE MSCI INTL
$6.3M75.2K
2.7%
+2.0%
Added · +1K sh
14Select Sector SPDR TR
STATE STREET CON
$5.9M72.3K
2.5%
+9.3%
Added · +6K sh
15Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$5.5M102.4K
2.4%
−1.9%
Reduced · −2K sh
16Select Sector SPDR TR
STATE STREET CON
$5.4M49.2K
2.3%
+8.0%
Added · +4K sh
17Select Sector SPDR TR
STATE STREET COM
$5.0M44.8K
2.1%
+5.4%
Added · +2K sh
18Select Sector SPDR TR
STATE STREET ENE
$4.9M79.6K
2.1%
+7.1%
Added · +5K sh
19Ishares TR
1 3 YR TREAS BD
$4.7M57.2K
2.0%
New
New position
20Select Sector SPDR TR
STATE STREET UTI
$3.5M77.3K
1.5%
+7.6%
Added · +5K sh
21Select Sector SPDR TR
STATE STREET MAT
$3.2M64.4K
1.4%
+8.0%
Added · +5K sh
22J P Morgan Exchange Traded F
ACTIVE VALUE ETF
$2.6M36.6K
1.1%
−36%
Reduced · −21K sh
23Select Sector SPDR TR
STATE STREET REA
$2.6M64.0K
1.1%
+9.7%
Added · +6K sh
24Invesco Exchange Traded FD T
S&P500 EQL WGT
$2.2M11.2K
0.9%
−1.8%
Reduced · −211 sh
25Southern Co
COM
$1.8M18.8K
0.8%
+0.2%
Added · +37 sh
26Broadcom Inc
COM
$1.6M5.3K
0.7%
−4.9%
Reduced · −274 sh
27Profesionally Managed Portfo
AKRE FOCUS ETF
$1.4M26.9K
0.6%
−12%
Reduced · −4K sh
28Microsoft Corp
COM
$1.4M3.7K
0.6%
−3.0%
Reduced · −112 sh
29Ishares Gold TR
ISHARES NEW
$1.2M13.8K
0.5%
−6.1%
Reduced · −900 sh
30Philip Morris Intl Inc
COM
$1.2M7.0K
0.5%
Held
31Ge Vernova Inc
COM
$970K1.1K
0.4%
+9.9%
Added · +100 sh
32Alphabet Inc
CAP STK CL C
$941K3.3K
0.4%
Held
33J P Morgan Exchange Traded F
MUNICIPAL ETF
$907K18.1K
0.4%
−0.2%
Reduced · −38 sh
34Walmart Inc
COM
$905K7.3K
0.4%
+70%
Added · +3K sh
35Apple Inc
COM
$898K3.5K
0.4%
+0.8%
Added · +30 sh
36Amazon Com Inc
COM
$896K4.3K
0.4%
−1.8%
Reduced · −80 sh
37Ishares TR
NATIONAL MUN ETF
$850K8.0K
0.4%
+0.3%
Added · +23 sh
38Tesla Inc
COM
$846K2.3K
0.4%
+0.5%
Added · +12 sh
39Home Depot Inc
COM
$794K2.4K
0.3%
+0.3%
Added · +7 sh
40Palantir Technologies Inc
CL A
$731K5.0K
0.3%
−1.5%
Reduced · −75 sh
41Advanced Micro Devices Inc
COM
$642K3.2K
0.3%
+1.6%
Added · +50 sh
42Sandisk Corp
COM
$637K1.0K
0.3%
New
New position
43Celestica Inc
COM
$564K2.0K
0.2%
Held
44Dimensional ETF Trust
US MKTWIDE VALUE
$487K10.0K
0.2%
+0.2%
Added · +22 sh
45Altria Group Inc
COM
$486K7.4K
0.2%
~0%
Added · +2 sh
46Spotify Technology S A
SHS
$485K1.0K
0.2%
Held
47Ishares TR
MSCI USA QLT FCT
$483K2.5K
0.2%
−6.1%
Reduced · −164 sh
48Pepsico Inc
COM
$466K3.0K
0.2%
New
New position
49Lowes Cos Inc
COM
$464K2.0K
0.2%
Held
50Chevron Corporation
COM
$460K2.2K
0.2%
~0%
Added · +1 sh
Showing 50 of 72 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202672$234.1M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202666$242.8M13F-HR
Q3 2025Sep 30, 2025Nov 13, 202562$225.8M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202559$186.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.