13F Filings History of Compass Financial Group, Inc. (Ohio)

Latest 13F report
Q4 2025 - 04 Mar 2026
Value $
$136,625,898
Signature - Title
Jim Cullen - Filing Agent
Location
Dublin, OH
Summary
This page shows a list of all the recent 13F filings made by Compass Financial Group, Inc. (Ohio). Form 13F is required to be filed within 45 days of the end of a calendar quarter. Compass Financial Group, Inc. (Ohio) reported 47 stock holdings with total value $136,625,898 as of Q4 2025. Top holdings included SPY, VUG, VIG, SCHD, and XONE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 47 $136,625,898 $0 $0 $0 SPY, VUG, VIG, SCHD, XONE 13F-HR 04 Mar 2026, 16:47