COMPASS FINANCIAL MANAGEMENT LLC
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%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $28.0M | 3.38% | 134,782 | — | — | |
| ▸ 2 | AAPL | SH | $25.9M | 3.12% | 86,448 | — | — | |
| ▸ 3 | XLK | SH | $20.6M | 2.48% | 108,775 | — | — | |
| ▸ 4 | JAAA | SH | $18.0M | 2.18% | 357,142 | — | — | |
| ▸ 5 | PLTR | SH | $12.0M | 1.45% | 88,672 | — | — | |
| ▸ 6 | SPYG | SH | $11.9M | 1.44% | 98,892 | — | — | |
| ▸ 7 | VOO | SH | $11.9M | 1.44% | 16,865 | — | — | |
| ▸ 8 | AMZN | SH | $11.6M | 1.40% | 44,413 | — | — | |
| ▸ 9 | MSFT | SH | $11.6M | 1.39% | 26,170 | — | — | |
| ▸ 10 | VYM | SH | $10.2M | 1.23% | 63,030 | — | — |
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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.