Compass Financial Services Inc
Compass Financial Services Inc reported 57 positions worth $267.5M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: SPYM (16.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $42.7M | 15.96% | 485,904 | — | — | |
| ▸ 2 | DGRW | SH | $22.1M | 8.27% | 231,370 | — | — | |
| ▸ 3 | JPST | SH | $20.0M | 7.49% | 396,256 | — | — | |
| ▸ 4 | QQQM | SH | $17.9M | 6.70% | 59,196 | — | — | |
| ▸ 5 | SPMO | SH | $14.8M | 5.52% | 91,396 | — | — | |
| ▸ 6 | JEPQ | SH | $14.4M | 5.39% | 234,825 | — | — | |
| ▸ 7 | KNG | SH | $13.6M | 5.09% | 269,549 | — | — | |
| ▸ 8 | VLU | SH | $11.7M | 4.36% | 48,951 | — | — | |
| ▸ 9 | RDVY | SH | $11.1M | 4.13% | 136,465 | — | — | |
| ▸ 10 | FDL | SH | $8.4M | 3.16% | 173,592 | — | — |
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Frequently Asked Questions
What stocks does Compass Financial Services Inc hold as of Q2 2026?
Compass Financial Services Inc reported 57 positions worth $267.5M in its Q2 2026 13F filing. Largest positions: SPYM (16.0%), DGRW (8.3%), JPST (7.5%), QQQM (6.7%) and SPMO (5.5%).
What did Compass Financial Services Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Compass Financial Services Inc 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.