Compass Financial Services Inc has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $206 Billion distributed in 302 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $33.1B, Wisdomtree Tr Us Quality Divid with a value of $25.5B, Jp Morgan ETF Tr Ultra Short I with a value of $23.2B, Ft Cboe Vest S&P 500 Dividend with a value of $16.5B, and Invesco Exchange Traded Fd Tr with a value of $12.1B.
Examining the 13F form we can see an increase of $16B in the current position value, from $191B to 206B.
Compass Financial Services Inc is based out at West Des Moines, IA
Below you can find more details about Compass Financial Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$206 Billion
ETFs: $190 Billion
Technology: $2.97 Billion
Consumer Cyclical: $2.53 Billion
Financial Services: $1.49 Billion
Industrials: $909 Million
Consumer Defensive: $898 Million
Communication Services: $636 Million
Healthcare: $371 Million
Other: $614 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
