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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 $528,444,421
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 78,541 $29,668,863 5.61%
2.
Applied Materials Inc
 AMAT 34,357 $24,840,111 4.7%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 112,435 $23,922,795 4.53%
4.
Alphabet Inc.
 GOOGL 43,802 $15,476,561 2.93%
5.
Alphabet Inc.
 GOOGL 38,729 $13,840,583 2.62%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.