Long-term investor
Compass Wealth Management, LLC @compasswealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002076480).
Record
- Tracked since 2025-06-30 (448 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days +2.2% · 6 months n/a · 1 year +7.9% · all +7.9%
- Max drawdown n/a · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46429B291 · 11.7% · long · since 2025-06-30
- 81369Y803 · 8.7% · long · since 2026-06-30
- 52468L505 · 5.8% · long · since 2025-06-30
- 464288588 · 5.7% · long · since 2025-06-30
- 92206C102 · 4.9% · long · since 2025-06-30
- 81369Y209 · 4.8% · long · since 2025-06-30
- 81369Y605 · 4.8% · long · since 2025-06-30
- 81369Y704 · 4.2% · long · since 2025-06-30
- NVDA · 4.1% · long · since 2025-06-30
- GLD · 3.9% · long · since 2025-06-30
- 808524797 · 3.4% · long · since 2025-06-30
- 46435G326 · 2.8% · long · since 2025-06-30