Compass Financial Group, INC/SD
All 13F Filings
- Location
- Sioux Falls, SD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 871,534
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 119 | 871,534 | 13F-HR | Compass Financial Group, INC/SD |
| 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 | 68.86 K | 7.9% | 6.047 K | 0 | 6.047 K |
| ETFs | 802.3 K | 92.1% | 151.1 K | 0 | 151.1 K |
| Debt | 333 | 0.0% | 0 | 401 | -401 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
871,534
Holdings
119
QoQ value change ($000)
156,751
(21.9%)
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.