13F Filings History of Compass Wealth Management, LLC/GA

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$242,838,202
Signature - Title
Robert Amato - Principal
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Compass Wealth Management, LLC/GA. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Compass Wealth Management, LLC/GA reported 66 stock holdings with total value $242,838,202 as of Q4 2025. Top holdings included QLTA, VGSH, RSPT, LVHI, and MBB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 66 $242,838,202 +$27,146,123 -$7,669,548 +$19,476,575 QLTA, VGSH, RSPT, LVHI, MBB 13F-HR 17 Feb 2026, 13:52
Q3 2025 62 $225,790,961 +$28,929,456 -$1,142,231 +$27,787,225 QLTA, VGSH, LVHI, RSPT, GLD 13F-HR 13 Nov 2025, 16:05
Q2 2025 59 $186,842,408 $0 $0 $0 QLTA, LVHI, RSPT, SCHD, GLD 13F-HR 14 Aug 2025, 14:06