Compass Advisory Group LLC
All 13F Filings
- Location
- Melville, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 420,797
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 89 | 420,797 | 13F-HR | Compass Advisory Group LLC |
| Q1 2026 | 4/21/2026 | 86 | 373,720 | 13F-HR | Compass Advisory Group LLC |
| 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 | 141.4 K | 33.6% | 0 | 7.744 K | -7.744 K |
| ETFs | 279.4 K | 66.4% | 54.82 K | 0 | 54.82 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
420,797
Holdings
89
QoQ value change ($000)
47,077
(12.6%)
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.