Compass Planning Associates Inc has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $109 Billion distributed in 124 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $23.6B, Spdr S&P 500 ETF Trust with a value of $22.4B, Vanguard Ftse All World Ex Us with a value of $13.4B, Vanguard Bd Index Fd Inc Short with a value of $8.52B, and Vanguard Bd Index Fd Inc Inter with a value of $7.18B.
Examining the 13F form we can see an increase of $10B in the current position value, from $98.9B to 109B.
Compass Planning Associates Inc is based out at Greenfield, MA
Below you can find more details about Compass Planning Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$109 Billion
ETFs: $104 Billion
Financial Services: $2.18 Billion
Healthcare: $1.28 Billion
Technology: $1.21 Billion
Consumer Cyclical: $200 Million
Energy: $187 Million
Communication Services: $142 Million
Consumer Defensive: $45.7 Million
Other: $65.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
