COMPASS FINANCIAL MANAGEMENT LLC

CIK 0002148724 · TAMPA, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

COMPASS FINANCIAL MANAGEMENT LLC reported 1,547 positions worth $829.0M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: NVDA (3.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$829.0M
2026 Q2
Positions
1,547
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
19.5%
Est. Net Flow (Q)
2026 Q2
10 / 1547 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPSH$28.0M3.38%134,782
2AAPLAPPLE INCSH$25.9M3.12%86,448
3XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFSH$20.6M2.48%108,775
4JAAAJANUS HENDERSON AAA CLO ETFSH$18.0M2.18%357,142
5PLTRPALANTIR TECHNOLOGIES INCLASS ASH$12.0M1.45%88,672
6SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTHETFSH$11.9M1.44%98,892
7VOOVANGUARD S&P 500 ETFSH$11.9M1.44%16,865
8AMZNAMAZON.COM INCSH$11.6M1.40%44,413
9MSFTMICROSOFT CORPSH$11.6M1.39%26,170
10VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARESSH$10.2M1.23%63,030

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does COMPASS FINANCIAL MANAGEMENT LLC hold as of Q2 2026?

COMPASS FINANCIAL MANAGEMENT LLC reported 1547 positions worth $829.0M in its Q2 2026 13F filing. Largest positions: NVDA (3.4%), AAPL (3.1%), XLK (2.5%), JAAA (2.2%) and PLTR (1.4%).

What did COMPASS FINANCIAL MANAGEMENT LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did COMPASS FINANCIAL MANAGEMENT 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.