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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 $404,554,571
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 82,338 $25,484,435 6.3%
2.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 116,864 $22,428,539 5.54%
3.
Applied Materials Inc
 AMAT 38,152 $13,039,973 3.22%
4.
Alphabet Inc.
 GOOGL 44,900 $12,880,014 3.18%
5.
Advanced Energy Industries Inc
 AEIS 39,078 $12,610,862 3.12%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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