SEC Form 13F

COMPASS FINANCIAL MANAGEMENT LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$828,981,758
Positions1,547

Largest disclosed positions

IssuerTickerClassReported valueReported amount
NVIDIA CORPNVDACOM$28,031,476134,782
APPLE INCAAPLCOM$25,894,50086,448
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFXLKCOM$20,592,992108,775
JANUS HENDERSON AAA CLO ETFJAAACOM$18,036,798357,142
PALANTIR TECHNOLOGIES INCLASS APLTRCOM CL A$11,979,07788,672
STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETFSPYGCOM$11,911,98898,892
VANGUARD S&P 500 ETFVOOCOM$11,903,32516,865
AMAZON.COM INCAMZNCOM$11,612,54544,413
MICROSOFT CORPMSFTCOM$11,553,24826,170
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARESVYMCOM$10,206,58063,030

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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