Compass Advisory Group LLC
All 13F Filings
- Location
- Melville, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 370,125
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/21/2026 | 84 | 370,125 | 13F-HR | Compass Advisory Group LLC |
| Q3 2025 | 11/6/2025 | 82 | 356,301 | 13F-HR | Compass Advisory Group LLC |
| Q2 2025 | 7/28/2025 | 75 | 316,016 | 13F-HR | Compass Advisory Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 226.5 K | 61.2% | 10.79 K | 0 | 10.79 K |
| ETFs | 143.6 K | 38.8% | 3.026 K | 0 | 3.026 K |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
370,125
Holdings
84
QoQ value change ($000)
13,824
(3.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.