COMPASS FINANCIAL MANAGEMENT LLC current holdings: USA Funds
COMPASS FINANCIAL MANAGEMENT LLC reported $0.00 billion in funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), 1 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are FT UNIT 13063 VEST NASDAQ 100 BUFFERED 20 PORTFOLIO SER 39 AT TERMINATION FEE ACCT CASH.
- FT UNIT 13063 VEST NASDAQ 100 BUFFERED 20 PORTFOLIO SER 39 AT TERMINATION FEE ACCT CASH: Country of operation —; Class COM; Shares 1,823; Value $18,281.
Form 13F-HR as filed (SEC CIK 2148724): quarter ended 2026-06-30, filed 2026-08-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||