Long-term investor
Compass Financial Services Inc. @compassfinancialservices
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002039088).
Record
- Tracked since 2025-06-30 (441 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days +11.4% · 6 months n/a · 1 year +16.0% · all +16.0%
- Max drawdown n/a · win rate 53% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 16.0% · long · since 2025-06-30
- DGRW · 8.3% · long · since 2025-06-30
- JPST · 7.5% · long · since 2025-06-30
- QQQM · 6.7% · long · since 2025-06-30
- SPMO · 5.5% · long · since 2025-06-30
- JEPQ · 5.4% · long · since 2025-06-30
- KNG · 5.1% · long · since 2025-06-30
- VLU · 4.4% · long · since 2025-06-30
- RDVY · 4.1% · long · since 2025-06-30
- FDL · 3.2% · long · since 2025-06-30
- BIL · 2.8% · long · since 2025-06-30
- DIVB · 2.8% · long · since 2025-06-30