Long-term investor
Compass Wealth Management LLC @compasswealthmanagementlousv
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965653).
Record
- Tracked since 2025-06-30 (434 days), 233 trades recorded
- Returns: week n/a · month n/a · 90 days +7.5% · 6 months +15.2% · 1 year +23.7% · all +23.7%
- Max drawdown 0.0% · Sharpe 2.46 · win rate 60% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVGO · 5.6% · long · since 2025-06-30
- AMAT · 4.7% · long · since 2025-06-30
- 46137V357 · 4.5% · long · since 2025-06-30
- 02079K107 · 2.9% · long · since 2025-06-30
- GOOGL · 2.6% · long · since 2025-06-30
- AEIS · 2.5% · long · since 2025-06-30
- JPM · 2.3% · long · since 2025-06-30
- TSM · 2.3% · long · since 2025-06-30
- GLW · 2.1% · long · since 2025-06-30
- VFC · 2.0% · long · since 2025-06-30
- DHR · 1.8% · long · since 2025-06-30
- SBUX · 1.7% · long · since 2025-06-30
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