Compass Ion Advisors
$1.0B Assets Reported
288 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 514,573 | $165M | 15.7% |
| IXUS | ISHARES TR | 1,130,660 | $98M | 9.3% |
| IUSB | ISHARES TR | 1,755,388 | $81M | 7.7% |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 745,478 | $56M | 5.3% |
| SPYM | SPDR SERIES TRUST | 556,584 | $43M | 4.1% |
| DRSK | ETF SER SOLUTIONS | 1,367,772 | $37M | 3.6% |
| FBND | FIDELITY MERRIMACK STR TR | 794,361 | $36M | 3.5% |
| AVDE | AMERICAN CENTY ETF TR | 363,129 | $31M | 2.9% |
| DGRO | ISHARES TR | 419,164 | $29M | 2.8% |
| ACIO | ETF SER SOLUTIONS | 624,355 | $26M | 2.5% |
Track Compass Ion Advisors's 13F portfolio: $1.0B in reported holdings, 288 positions. Top holdings, AUM, and quarterly changes on SentiSense.