13F Filings History of Compass Financial Services Inc

Latest 13F report
Q4 2025 - 27 Feb 2026
Value $
$232,012,151
Signature - Title
Caleb Pearson - Chief Compliance Officer
Location
West Des Moines, IA
Summary
This page shows a list of all the recent 13F filings made by Compass Financial Services Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Compass Financial Services Inc reported 294 stock holdings with total value $232,012,151 as of Q4 2025. Top holdings included SPYM, DGRW, JPST, KNG, and QQQM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 294 $232,012,151 +$5,940,295 -$2,145,339 +$3,794,956 SPYM, DGRW, JPST, KNG, QQQM 13F-HR 27 Feb 2026, 10:13
Q3 2025 323 $226,037,811 +$13,069,120 -$3,894,778 +$9,174,342 SPLG, DGRW, JPST, KNG, QQQM 13F-HR 04 Nov 2025, 15:49
Q2 2025 302 $206,467,318 +$27,223,961 -$20,988,345 +$6,235,616 SPLG, DGRW, JPST, KNG, QQQM 13F-HR 08 Aug 2025, 14:01
Q1 2025 291 $190,500,294 +$19,270,102 -$1,612,504 +$17,657,598 SPLG, JPST, DGRW, KNG, JEPQ 13F-HR 10 Jun 2025, 15:22
Q4 2024 205 $176,625,292 $0 $0 $0 SPLG, JPST, DGRW, KNG, QQQM 13F-HR 28 Jan 2025, 16:04