Holdings
Compass Advisory Group LLC
As of Jun 30, 2026, Compass Advisory Group LLC reported 13 positions worth US$12.3M. Largest: Apple Inc, Berkshire Hathaway Inc. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 14,013 | US$4.05M | −68 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,867 | US$1.43M | +38 | Jun 30, 2026 |
| Amazon.com, Inc. | 4,749 | US$1.13M | −352 | Jun 30, 2026 |
| Nvidia Corporation | 5,402 | US$1.08M | −182 | Jun 30, 2026 |
| Microsoft Corp. | 2,602 | US$971K | +816 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,664 | US$952K | −91 | Jun 30, 2026 |
| Charles Schwab Corporation (the) | 7,375 | US$680K | no change | Jun 30, 2026 |
| Meta Platforms, Inc. | 1,064 | US$600K | −1 | Jun 30, 2026 |
| Broadcom Inc. | 924 | US$349K | +31 | Jun 30, 2026 |
| Service Corporation International | 3,623 | US$275K | no change | Jun 30, 2026 |