Compass Planning Associates Inc
All 13F Filings
- Location
- Greenfield, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 144,382
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 83.32 K | 57.7% | 22.84 K | 0 | 22.84 K |
| ETFs | 38.31 K | 26.5% | 2.873 K | 0 | 2.873 K |
| Debt | 22.75 K | 15.8% | 9.621 K | 0 | 9.621 K |
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Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
144,382
Holdings
30
QoQ value change ($000)
35,336
(32.4%)
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.