Compass Financial Group, Inc. (Ohio)

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Dublin, OH
CIK
0002115210
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 45 136,639 SPY, VUG, VIG, BSV 13F-HR 5/8/2026 000211521026000011
Q4 2025 47 136,625 SPY, VUG, VIG, SCHD 13F-HR 3/4/2026 000206336426000082