Compass Financial Management LLC
Long-term investor · FL · @compassfinancialmanageme
0.0%
All time
S&P 0.0%
Long-term investor
Compass Financial Management LLC @compassfinancialmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002148724).
Record
- Tracked since 2026-06-30 (123 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all 0.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 3.7% · long · since 2026-06-30
- AAPL · 3.2% · long · since 2026-06-30
- 47103U845 · 2.7% · long · since 2026-06-30
- 81369Y803 · 2.5% · long · since 2026-06-30
- 69608A108 · 1.6% · long · since 2026-06-30
- 92204A702 · 1.5% · long · since 2026-06-30
- 594918104_CALL · 1.5% · long · since 2026-06-30
- META · 1.4% · long · since 2026-06-30
- 78464A409 · 1.4% · long · since 2026-06-30
- MSFT · 1.3% · long · since 2026-06-30
- 922908363 · 1.3% · long · since 2026-06-30
- AMZN · 1.2% · long · since 2026-06-30