Compass Financial Services Inc Portfolio Holdings

Compass Financial Services Inc has filed its 13F form on June 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $191 Billion distributed in 291 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 $34.9B, Jp Morgan ETF Tr Ultra Short I with a value of $27.4B, Wisdomtree Tr Us Quality Divid with a value of $23.9B, Ft Cboe Vest S&P 500 Dividend with a value of $16.5B, and J P Morgan ETF Tr Nasdaq Equit with a value of $11.4B.

Examining the 13F form we can see an increase of $13.9B in the current position value, from $177B to 191B.

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.