Compass Financial Group, Inc. (Ohio)
All 13F Filings
- Location
- Dublin, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 149,573
- Description
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- Website
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- Founded
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- 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 | 8/12/2026 | 48 | 149,573 | 13F-HR | Compass Financial Group, Inc. (Ohio) |
| Q1 2026 | 5/8/2026 | 45 | 136,640 | 13F-HR | Compass Financial Group, Inc. (Ohio) |
| Q4 2025 | 3/4/2026 | 47 | 136,626 | 13F-HR | Compass Financial Group, Inc. (Ohio) |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.801 K | 1.9% | 0 | 35 | -35 |
| ETFs | 137.8 K | 92.1% | 12.94 K | 0 | 12.94 K |
| Debt | 8.967 K | 6.0% | 28 | 0 | 28 |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
149,573
Holdings
48
QoQ value change ($000)
12,933
(9.5%)
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.