Compass Ion Advisors
$1.2B 13F equity value
305 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Compass Ion Advisors 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 |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 516,287 | $191M | 16.5% |
| IXUS | ISHARES TR | 1,152,135 | $110M | 9.5% |
| IUSB | ISHARES TR | 1,789,088 | $83M | 7.1% |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 762,357 | $69M | 5.9% |
| SPYM | SPDR SERIES TRUST | 549,670 | $48M | 4.2% |
| DRSK | ETF SER SOLUTIONS | 1,377,698 | $40M | 3.4% |
| FBND | FIDELITY MERRIMACK STR TR | 812,609 | $37M | 3.2% |
| AVDE | AMERICAN CENTY ETF TR | 370,077 | $33M | 2.8% |
| DGRO | ISHARES TR | 428,139 | $32M | 2.8% |
| ACIO | ETF SER SOLUTIONS | 618,393 | $29M | 2.5% |
Track Compass Ion Advisors's 13F portfolio: $1.2B in reported holdings, 305 positions. Top holdings and quarterly changes on SentiSense.
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