Compass Wealth Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 417 separate positions held by the firm.
The portfolio includes a mix of large-cap technology, healthcare, and industrial companies. Major holdings include Apple Inc., with 10,970 shares; Blackstone Inc., with 38,285 shares; and Broadcom Inc., with 76,884 shares. Other notable positions include shares in Johnson & Johnson, JPMorgan Chase & Co., and Chevron Corporation.
The report also lists several exchange-traded funds (ETFs) within the portfolio, including the iShares Core S&P 500 ETF, the Invesco QQQ Trust, and various other sector-specific funds. The filing was submitted by Compliance Consultant Shannon Hemphill on October 22, 2026.
