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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 $447,879,253
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Webster Financial Corp
 WBS 96,518 $31,842,149 7.11%
2.
Welltower Inc.
 WELL 123,693 $23,464,641 5.24%
3.
Vanguard Bond Index Funds
 BND 40,977 $12,925,379 2.89%
4.
Vanguard Index Fds
 45,790 $11,152,168 2.49%
5.
Vanguard Tax-Managed Fds
 59,824 $10,178,447 2.27%
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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