Compass Planning Associates Inc
Compass Planning Associates Inc reported 33 positions worth $185.0M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: BSV (19.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BSV | SH | $36.0M | 19.46% | 462,096 | — | — | |
| ▸ 2 | BIV | SH | $29.9M | 16.18% | 390,104 | — | — | |
| ▸ 3 | VTV | SH | $22.5M | 12.15% | 103,099 | — | — | |
| ▸ 4 | SPY | SH | $20.7M | 11.19% | 27,721 | — | — | |
| ▸ 5 | VGSH | SH | $19.2M | 10.36% | 329,326 | — | — | |
| ▸ 6 | VEU | SH | $16.1M | 8.69% | 191,910 | — | — | |
| ▸ 7 | MGV | SH | $9.1M | 4.91% | 55,575 | — | — | |
| ▸ 8 | VUG | SH | $7.2M | 3.88% | 83,390 | — | — | |
| ▸ 9 | VB | SH | $4.5M | 2.43% | 14,823 | — | — | |
| ▸ 10 | VTI | SH | $3.8M | 2.04% | 10,196 | — | — |
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Frequently Asked Questions
What stocks does Compass Planning Associates Inc hold as of Q2 2026?
Compass Planning Associates Inc reported 33 positions worth $185.0M in its Q2 2026 13F filing. Largest positions: BSV (19.5%), BIV (16.2%), VTV (12.1%), SPY (11.2%) and VGSH (10.4%).
What did Compass Planning Associates Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Compass Planning Associates 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.