COMPASS FINANCIAL MANAGEMENT LLC
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 828,982
- 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 | 1,547 | 828,982 | 13F-HR | COMPASS FINANCIAL MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
10.16 K
(1.2% of total reported value)
· QoQ Δ:
+10.16 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 441.3 K | 53.9% | 441.3 K | 0 | 441.3 K |
| ETFs | 377.5 K | 46.1% | 377.5 K | 0 | 377.5 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
828,982
Holdings
1547
QoQ value change ($000)
—
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.