Compass Wealth Management LLC

Q3 2026 13F Holdings

Location
Guilford, CT
Holdings as of
9/30/2026
Value ($000)
$519,119
Num holdings
417
Date filed
10/22/2026
Form type
13F-HR
Prev filing
8/10/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type