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Home > Institutional Investor > Compass Wealth Management Llc > Profile

Instuitional Investor - Compass Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Compass Wealth Management Llc
Portfolio Value $400,996,846
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 90,511 $31,325,858 7.81%
2.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 121,300 $23,236,228 5.79%
3.
Alphabet Inc.
 GOOGL 45,607 $14,311,477 3.57%
4.
Jpmorgan Chase & Co
 JPM 39,551 $12,744,124 3.18%
5.
Alphabet Inc.
 GOOGL 39,720 $12,432,360 3.1%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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