13F Filings History of Compass Planning Associates Inc

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$144,381,707
Signature - Title
Jennifer P. Lane - Chief Compliance Officer
Location
Greenfield, MA
Summary
This page shows a list of all the recent 13F filings made by Compass Planning Associates Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Compass Planning Associates Inc reported 30 stock holdings with total value $144,381,707 as of Q4 2025. Top holdings included BIV, BSV, VTV, SPY, and VGSH.

Notify me when Compass Planning Associates Inc files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 30 $144,381,707 +$39,578,091 -$5,932,960 +$33,645,131 BIV, BSV, VTV, SPY, VGSH 13F-HR 22 Jan 2026, 15:24
Q3 2025 29 $109,045,902 +$14,785,649 -$20,105,153 -$5,319,504 VTV, SPY, BIV, BSV, VEU 13F-HR 22 Oct 2025, 15:24
Q2 2025 124 $108,949,390 +$4,966,286 -$1,279,514 +$3,686,772 VTV, SPY, VEU, BSV, BIV 13F-HR 21 Jul 2025, 13:23
Q1 2025 131 $98,944,064 +$7,151,750 -$6,516,864 +$634,886 VTV, SPY, VEU, BSV, VTI 13F-HR 14 Apr 2025, 12:55
Q4 2024 135 $98,486,799 $0 $0 $0 VTV, SPY, VEU, BSV, BIV 13F-HR 03 Feb 2025, 13:45