COMPASS FINANCIAL MANAGEMENT LLC

PrivateCIK: 2148724
Location

TAMPA, FL

1498
Positions
$828.98M
Total AUM (reported)
18.80M
Total Shares

Allocation by class

TOTAL AUM$828.98M1498 positions
COM$752.67M90.8%
COM CL A$49.01M5.9%
SPONSORED ADR$11.24M1.4%
COM CL C$10.27M1.2%
COM CL B$5.76M0.7%
PFD$15.3K0.0%
WARRANTS$1.5K0.0%

Portfolio Concentration

Top 39.0%4–1010.7%11–2515.1%Rest65.2%TOP 1019.7%0%100%
Top 3$74.98M9.0%
4–10$88.37M10.7%
11–25$125.03M15.1%
Rest$540.60M65.2%

Top 3 weight

9.0%

Top 10 weight

19.7%

Voting Authority Distribution

Total shares with voting rights: 18.24M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

18.24M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole1498
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1498
Rows:

NVIDIA CORP

SOLE
COM
Shares146.38K
TypeSH
Market value$28.50M
3.44%
Sole
0.00
Shared
0.00
None
134.78K

APPLE INC

SOLE
COM
Shares86.45K
TypeSH
Market value$25.89M
3.12%
Sole
0.00
Shared
0.00
None
86.45K

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

SOLE
COM
Shares108.78K
TypeSH
Market value$20.59M
2.48%
Sole
0.00
Shared
0.00
None
108.78K

JANUS HENDERSON AAA CLO ETF

SOLE
COM
Shares357.14K
TypeSH
Market value$18.04M
2.18%
Sole
0.00
Shared
0.00
None
357.14K

MICROSOFT CORP

SOLE
COM
Shares81.17K
TypeSH
Market value$12.68M
1.53%
Sole
0.00
Shared
0.00
None
26.17K

PALANTIR TECHNOLOGIES INCLASS A

SOLE
COM CL A
Shares93.17K
TypeSH
Market value$11.98M
1.45%
Sole
0.00
Shared
0.00
None
88.67K

STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF

SOLE
COM
Shares98.89K
TypeSH
Market value$11.91M
1.44%
Sole
0.00
Shared
0.00
None
98.89K

VANGUARD S&P 500 ETF

SOLE
COM
Shares16.86K
TypeSH
Market value$11.90M
1.44%
Sole
0.00
Shared
0.00
None
16.86K

AMAZON.COM INC

SOLE
COM
Shares44.91K
TypeSH
Market value$11.63M
1.40%
Sole
0.00
Shared
0.00
None
44.41K

STATE STREET SPDR S&P 500 ETF TRUST

SOLE
COM
Shares25.40K
TypeSH
Market value$10.23M
1.23%
Sole
0.00
Shared
0.00
None
10.80K

VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES

SOLE
COM
Shares63.03K
TypeSH
Market value$10.21M
1.23%
Sole
0.00
Shared
0.00
None
63.03K

INVESCO QQQ TR

SOLE
COM
Shares23.14K
TypeSH
Market value$9.85M
1.19%
Sole
0.00
Shared
0.00
None
11.14K

ALPHABET INC CLASS A

SOLE
COM CL A
Shares30.34K
TypeSH
Market value$9.82M
1.18%
Sole
0.00
Shared
0.00
None
26.04K

VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES

SOLE
COM
Shares79.36K
TypeSH
Market value$9.51M
1.15%
Sole
0.00
Shared
0.00
None
79.36K

META PLATFORMS INC CLASS A

SOLE
COM CL A
Shares17.64K
TypeSH
Market value$8.96M
1.08%
Sole
0.00
Shared
0.00
None
15.64K

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

SOLE
COM
Shares82.61K
TypeSH
Market value$8.90M
1.07%
Sole
0.00
Shared
0.00
None
82.61K

WISDOMTREE FLOATING RATETREASURY FUND

SOLE
COM
Shares172.86K
TypeSH
Market value$8.71M
1.05%
Sole
0.00
Shared
0.00
None
172.86K

ALPHABET INC CLASS C

SOLE
COM CL C
Shares28.98K
TypeSH
Market value$8.42M
1.02%
Sole
0.00
Shared
0.00
None
21.68K

VANECK IG FLOATING RATE ETF

SOLE
COM
Shares319.36K
TypeSH
Market value$8.17M
0.99%
Sole
0.00
Shared
0.00
None
319.36K

GE AEROSPACE

SOLE
COM
Shares20.98K
TypeSH
Market value$7.91M
0.95%
Sole
0.00
Shared
0.00
None
20.98K

BROADCOM INC

SOLE
COM
Shares18.73K
TypeSH
Market value$7.59M
0.92%
Sole
0.00
Shared
0.00
None
18.73K

VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES

SOLE
COM
Shares30.45K
TypeSH
Market value$7.29M
0.88%
Sole
0.00
Shared
0.00
None
30.45K

GE VERNOVA INC

SOLE
COM
Shares6.69K
TypeSH
Market value$6.83M
0.82%
Sole
0.00
Shared
0.00
None
6.69K

MICRON TECHNOLOGY INC

SOLE
COM
Shares6.48K
TypeSH
Market value$6.65M
0.80%
Sole
0.00
Shared
0.00
None
6.28K

ISHARES 0-5 YEAR TIPS BOND ETF

SOLE
COM
Shares60.94K
TypeSH
Market value$6.22M
0.75%
Sole
0.00
Shared
0.00
None
60.94K
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