Compass Planning Associates Inc Portfolio Holdings

Compass Planning Associates Inc

  • $109 Billion
  • Q3 2025

Compass Planning Associates Inc has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $109 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $23.3B, Spdr S&P 500 ETF Trust with a value of $21.7B, Vanguard Bd Index Fd Inc Inter with a value of $13.3B, Vanguard Bd Index Fd Inc Short with a value of $13.1B, and Vanguard Ftse All World Ex Us with a value of $11.6B.

Examining the 13F form we can see an increase of $96.5M in the current position value, from $109B 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: $106 Billion
Financial Services: $1.84 Billion
Technology: $998 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $109 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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