Compass Planning Associates Inc
All 13F Filings
- Location
- Greenfield, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 156,364
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 30 | 156,364 | 13F-HR | Compass Planning Associates Inc |
| Q4 2025 | 1/22/2026 | 30 | 144,382 | 13F-HR | Compass Planning Associates Inc |
| Q3 2025 | 10/22/2025 | 29 | 109,046 | 13F-HR | Compass Planning Associates Inc |
| Q2 2025 | 7/21/2025 | 124 | 108,949 | 13F-HR | Compass Planning Associates Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.698 K | 1.7% | 0 | 80.62 K | -80.62 K |
| ETFs | 125 K | 79.9% | 86.68 K | 0 | 86.68 K |
| Debt | 28.68 K | 18.3% | 5.925 K | 0 | 5.925 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
156,364
Holdings
30
QoQ value change ($000)
11,982
(8.3%)
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.