13F Filings History of Compass Financial Group, INC/SD

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$700,300,611
Signature - Title
Jesse Haller - VP and Co-CCO
Location
Sioux Falls, SD
Summary
This page shows a list of all the recent 13F filings made by Compass Financial Group, INC/SD. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Compass Financial Group, INC/SD reported 103 stock holdings with total value $700,300,611 as of Q4 2025. Top holdings included VGT, VOO, SCHB, VDC, and VIS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 103 $700,300,611 +$30,181,276 -$3,393,224 +$26,788,052 VGT, VOO, SCHB, VDC, VIS 13F-HR 27 Jan 2026, 06:30
Q3 2025 103 $665,326,134 +$22,757,755 -$4,834,254 +$17,923,501 VGT, VOO, VDC, SCHB, VIS 13F-HR 23 Oct 2025, 11:44
Q2 2025 99 $609,846,045 +$37,554,699 -$2,577,464 +$34,977,235 VDC, VGT, VOO, SCHB, VIS 13F-HR 22 Jul 2025, 11:26
Q1 2025 93 $528,631,978 +$22,315,026 -$3,123,160 +$19,191,866 VDC, VOO, VGT, SCHB, VIS 13F-HR 13 May 2025, 17:10
Q4 2024 94 $527,390,571 +$68,879,370 -$905,285 +$67,974,085 VDC, VOO, VGT, SCHB, VTI 13F-HR 30 Jan 2025, 12:29
Q3 2024 93 $509,339,723 +$20,770,499 -$1,686,403 +$19,084,096 VDC, VOO, VGT, SCHB, VIS 13F-HR 08 Nov 2024, 13:32
Q2 2024 90 $461,606,276 +$24,987,433 -$2,479,321 +$22,508,112 VDC, VOO, VGT, SCHB, VTI 13F-HR 10 Jul 2024, 11:24
Q1 2024 94 $430,874,156 +$24,269,021 -$2,364,327 +$21,904,694 VDC, VOO, VGT, SCHB, VIS 13F-HR 10 Apr 2024, 15:08
Q4 2023 91 $378,706,523 +$18,336,222 -$7,197,124 +$11,139,098 VDC, VOO, VGT, SCHB, VTI 13F-HR 08 Jan 2024, 12:09
Q3 2023 94 $334,275,734 +$16,257,807 -$2,326,406 +$13,931,401 VDC, VOO, VGT, VTI, VIS 13F-HR 10 Oct 2023, 11:55
Q2 2023 97 $336,391,212 +$15,793,626 -$3,016,163 +$12,777,463 VDC, VOO, VGT, VTI, VIS 13F-HR 11 Jul 2023, 16:57
Q1 2023 96 $306,064,834 +$18,974,514 -$3,323,169 +$15,651,345 VDC, VOO, VGT, VTI, VIS 13F-HR 04 Apr 2023, 10:56
Q4 2022 93 $276,800,000 $0 $0 $0 VDC, VOO, VTI, VIS, VGT 13F-HR 07 Feb 2023, 09:53