COMPASS FINANCIAL ADVISORS LLC

13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Fort Wayne, IN
CIK
0001913221
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2023 1 0 13F-HR 11/13/2023 000176538023000230
Q2 2023 1 0 13F-HR 8/15/2023 000176538023000183
Q1 2023 123 78,866 VTI, AAPL, JPM, NVDA 13F-HR 5/3/2023 000176538023000075
Q4 2022 126 74,199 VTI, AAPL, JPM, XOM 13F-HR 2/6/2023 000176538023000004
Q3 2022 117 67,312 VTI, AAPL, JPM, VCSH 13F-HR 11/9/2022 000176538022000151
Q2 2022 125 73,348 VTI, AAPL, JPM, MSFT 13F-HR 8/8/2022 000176538022000119
Q1 2022 137 90,458 VTI, AAPL, JPM, MSFT 13F-HR 5/5/2022 000176538022000066
Q4 2021 137 90,803 VTI, AAPL, JPM, MSFT 13F-HR 2/24/2022 000191322122000001