Compass Financial Group, INC/SD

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    sioux falls, SD
  • CIK
    0001964835
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

105

$714.78M
VANGUARD WORLD FDS, VOO, VANGUARD WORLD FDS, SCHB
13F-HR
Apr 29, 2026
000117266126001559

103

$700.3M
VANGUARD WORLD FDS, VOO, SCHB, VANGUARD WORLD FDS
13F-HR
Jan 27, 2026
000117266126000314

103

$665.33M
VANGUARD WORLD FDS, VOO, VANGUARD WORLD FDS, SCHB
13F-HR
Oct 23, 2025
000117266125004404

99

$609.85M
VANGUARD WORLD FDS, VANGUARD WORLD FDS, VOO, SCHB
13F-HR
Jul 22, 2025
000117266125002665

93

$528.63M
VANGUARD WORLD FDS, VOO, VANGUARD WORLD FDS, SCHB
13F-HR
May 13, 2025
000117266125001786

94

$527.39M
VANGUARD WORLD FDS, VOO, VANGUARD WORLD FDS, SCHB
13F-HR
Jan 30, 2025
000117266125000422

93

$509.34M
VANGUARD WORLD FDS, VOO, VANGUARD WORLD FDS, SCHB
13F-HR
Nov 8, 2024
000117266124004526

90

$461.61M
VANGUARD WORLD FDS, VOO, VANGUARD WORLD FDS, SCHB
13F-HR
Jul 10, 2024
000196483524000004

94

$430.88M
VANGUARD WORLD FDS, VOO, VANGUARD WORLD FDS, SCHB
13F-HR
Apr 10, 2024
000196483524000003

91

$378.71M
VANGUARD WORLD FDS, VOO, VANGUARD WORLD FDS, SCHB
13F-HR
Jan 8, 2024
000196483524000001

94

$334.28M
VANGUARD WORLD FDS, VOO, VANGUARD WORLD FDS, VTI
13F-HR
Oct 10, 2023
000196483523000004

97

$336.39M
VANGUARD WORLD FDS, VOO, VANGUARD WORLD FDS, VTI
13F-HR
Jul 11, 2023
000196483523000003

96

$306.07M
VANGUARD WORLD FDS, VOO, VANGUARD WORLD FDS, VTI
13F-HR
Apr 4, 2023
000196483523000002

93

$276.8M
VANGUARD WORLD FDS, VOO, VTI, VANGUARD WORLD FDS
13F-HR
Feb 7, 2023
000196483523000001
Compass Financial Group, Inc/sd 13F Filings