COMPASS WEALTH MANAGEMENT, LLC/GA

PrivateCIK: 2076480
Location

ATLANTA, GA

72
Positions
$234.11M
Total AUM (reported)
3.43M
Total Shares

Allocation by class

TOTAL AUM$234.11M72 positions
A RATE CP BD ETF$30.95M13.2%
COM$27.49M11.7%
S&P500 EQL TEC$15.30M6.5%
FRANKLIN INTL LW$14.72M6.3%
MBS ETF$13.67M5.8%
SHORT TERM TREAS$12.81M5.5%
GOLD SHS$11.77M5.0%

Portfolio Concentration

Top 326.0%4–1033.2%11–2529.3%Rest11.4%TOP 1059.2%0%100%
Top 3$60.97M26.0%
4–10$77.72M33.2%
11–25$68.68M29.3%
Rest$26.74M11.4%

Top 3 weight

26.0%

Top 10 weight

59.2%

Voting Authority Distribution

Total shares with voting rights: 3.43M

Sole

Full voting authority

3.43M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole72
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings72
Rows:

ISHARES TR

SOLE
A RATE CP BD ETF
Shares650.37K
TypeSH
Market value$30.95M
13.22%
Sole
650.37K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL TEC
Shares338.01K
TypeSH
Market value$15.30M
6.53%
Sole
338.01K
Shared
0.00
None
0.00

LEGG MASON ETF INVT

SOLE
FRANKLIN INTL LW
Shares363.10K
TypeSH
Market value$14.72M
6.29%
Sole
363.10K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MBS ETF
Shares144.01K
TypeSH
Market value$13.67M
5.84%
Sole
144.01K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
SHORT TERM TREAS
Shares218.79K
TypeSH
Market value$12.81M
5.47%
Sole
218.79K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares27.36K
TypeSH
Market value$11.77M
5.03%
Sole
27.36K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET HEA
Shares73.87K
TypeSH
Market value$10.83M
4.63%
Sole
73.87K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET FIN
Shares217.84K
TypeSH
Market value$10.75M
4.59%
Sole
217.84K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares51.72K
TypeSH
Market value$9.02M
3.85%
Sole
51.72K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET IND
Shares54.76K
TypeSH
Market value$8.86M
3.78%
Sole
54.76K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US DIVIDEND EQ
Shares271.97K
TypeSH
Market value$8.34M
3.56%
Sole
271.97K
Shared
0.00
None
0.00

WORLD GOLD TR

SOLE
SPDR GLD MINIS
Shares72.24K
TypeSH
Market value$6.70M
2.86%
Sole
72.24K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE MSCI INTL
Shares75.23K
TypeSH
Market value$6.29M
2.69%
Sole
75.23K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET CON
Shares72.27K
TypeSH
Market value$5.92M
2.53%
Sole
72.27K
Shared
0.00
None
0.00

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE EMR MKT ETF
Shares102.38K
TypeSH
Market value$5.53M
2.36%
Sole
102.38K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET CON
Shares49.17K
TypeSH
Market value$5.36M
2.29%
Sole
49.17K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET COM
Shares44.84K
TypeSH
Market value$4.97M
2.12%
Sole
44.84K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET ENE
Shares79.60K
TypeSH
Market value$4.88M
2.08%
Sole
79.60K
Shared
0.00
None
0.00

ISHARES TR

SOLE
1 3 YR TREAS BD
Shares57.17K
TypeSH
Market value$4.72M
2.02%
Sole
57.17K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET UTI
Shares77.33K
TypeSH
Market value$3.55M
1.52%
Sole
77.33K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET MAT
Shares64.38K
TypeSH
Market value$3.22M
1.37%
Sole
64.38K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
ACTIVE VALUE ETF
Shares36.56K
TypeSH
Market value$2.62M
1.12%
Sole
36.56K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET REA
Shares63.99K
TypeSH
Market value$2.61M
1.12%
Sole
63.99K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares11.24K
TypeSH
Market value$2.16M
0.92%
Sole
11.24K
Shared
0.00
None
0.00

SOUTHERN CO

SOLE
COM
Shares18.76K
TypeSH
Market value$1.81M
0.77%
Sole
18.76K
Shared
0.00
None
0.00
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