Compass Advisory Group LLC
Compass Advisory Group LLC reported 89 positions worth $420.8M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: IJAN (7.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IJAN | SH | $32.2M | 7.65% | 845,513 | — | — | |
| ▸ 2 | VT | SH | $32.0M | 7.62% | 204,196 | — | — | |
| ▸ 3 | BALT | SH | $31.2M | 7.41% | 910,105 | — | — | |
| ▸ 4 | KJAN | SH | $28.2M | 6.71% | 618,790 | — | — | |
| ▸ 5 | SCHM | SH | $25.3M | 6.00% | 685,027 | — | — | |
| ▸ 6 | SCHG | SH | $23.4M | 5.57% | 692,205 | — | — | |
| ▸ 7 | VTI | SH | $23.3M | 5.54% | 62,990 | — | — | |
| ▸ 8 | DFLV | SH | $22.2M | 5.28% | 561,619 | — | — | |
| ▸ 9 | CALF | SH | $21.1M | 5.01% | 416,688 | — | — | |
| ▸ 10 | VCSH | SH | $20.2M | 4.80% | 255,805 | — | — |
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Frequently Asked Questions
What stocks does Compass Advisory Group LLC hold as of Q2 2026?
Compass Advisory Group LLC reported 89 positions worth $420.8M in its Q2 2026 13F filing. Largest positions: IJAN (7.7%), VT (7.6%), BALT (7.4%), KJAN (6.7%) and SCHM (6.0%).
What did Compass Advisory Group LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Compass Advisory Group LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.