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Manager record

Compass Wealth Management LLC

Guilford, CT · CIK 1965653 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$519.12MReported 13F valueQ3 2026 · as filed
417Holdings listed
-1.8%vs prior quartervalue change includes market moves
6Quarters on record
Oct 22Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $419.9M$419.9MQ2 2025152 holdingsQ3 2025: $895.8M$895.8MQ3 2025296 holdingsQ4 2025: $401.0M$401.0MQ4 202576 holdingsQ1 2026: $404.6M$404.6MQ1 202675 holdingsQ2 2026: $528.4M$528.4MQ2 2026167 holdingsQ3 2026: $519.1M$519.1MQ3 2026417 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 22 2026 13F-HR · period Q3 2026

$519.12M · 417 holdings listed · View original SEC filing ↗
Aug 10 2026 13F-HR · period Q2 2026

$528.44M · 167 holdings listed · View original SEC filing ↗
Apr 21 2026 13F-HR · period Q1 2026

$404.55M · 75 holdings listed · View original SEC filing ↗
Feb 11 2026 13F-HR · period Q4 2025

$401.00M · 76 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR · period Q3 2025

$447.88M · 148 holdings listed · View original SEC filing ↗
Oct 31 2025 13F-HR · period Q3 2025

$447.88M · 148 holdings listed · View original SEC filing ↗
Aug 08 2025 13F-HR · period Q2 2025

$419.92M · 152 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 22, 2026 · Change methodology