Compass Financial Group, INC/SD
All 13F Filings
- Location
- Sioux Falls, SD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 714,783
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/29/2026 | 105 | 714,783 | 13F-HR | Compass Financial Group, INC/SD |
| Q4 2025 | 1/27/2026 | 103 | 700,301 | 13F-HR | Compass Financial Group, INC/SD |
| Q3 2025 | 10/23/2025 | 103 | 665,326 | 13F-HR | Compass Financial Group, INC/SD |
| Q2 2025 | 7/22/2025 | 99 | 609,846 | 13F-HR | Compass Financial Group, INC/SD |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 62.81 K | 8.8% | 0 | 86.14 K | -86.14 K |
| ETFs | 651.2 K | 91.1% | 100.3 K | 0 | 100.3 K |
| Debt | 734 | 0.1% | 333 | 0 | 333 |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
714,783
Holdings
105
QoQ value change ($000)
14,482
(2.1%)
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.