Compass Advisory Group
$421M 13F equity value
89 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Compass Advisory Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IJAN | INNOVATOR ETFS TRUST | 845,513 | $32M | 7.7% |
| VT | VANGUARD INTL EQUITY INDEX F | 204,196 | $32M | 7.6% |
| BALT | INNOVATOR ETFS TRUST | 910,105 | $31M | 7.4% |
| KJAN | INNOVATOR ETFS TRUST | 618,790 | $28M | 6.7% |
| SCHM | SCHWAB STRATEGIC TR | 685,027 | $25M | 6.0% |
| SCHG | SCHWAB STRATEGIC TR | 692,205 | $23M | 5.6% |
| VTI | VANGUARD INDEX FDS | 62,990 | $23M | 5.5% |
| DFLV | DIMENSIONAL ETF TRUST | 561,619 | $22M | 5.3% |
| CALF | PACER FDS TR | 416,688 | $21M | 5.0% |
| VCSH | VANGUARD SCOTTSDALE FDS | 255,805 | $20M | 4.8% |
Track Compass Advisory Group's 13F portfolio: $421M in reported holdings, 89 positions. Top holdings and quarterly changes on SentiSense.
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