Holdings
Compass Wealth Management, LLC
As of Jun 30, 2026, Compass Wealth Management, LLC reported 39 positions worth US$38.8M. Largest: Nvidia Corporation, Sandisk Corporation and Southern Company (the). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 50,886 | US$10.2M | −830 | Jun 30, 2026 |
| Sandisk Corporation | 1,000 | US$2.27M | −3 | Jun 30, 2026 |
| Southern Company (the) | 20,606 | US$1.97M | +1,843 | Jun 30, 2026 |
| Broadcom Inc. | 5,019 | US$1.9M | −249 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 3,106 | US$1.8M | −50 | Jun 30, 2026 |
| Microsoft Corp. | 3,661 | US$1.37M | +5 | Jun 30, 2026 |
| Ge Vernova Inc. | 1,111 | US$1.31M | no change | Jun 30, 2026 |
| Western Digital Corporation | 2,000 | US$1.28M | +1,000 | Jun 30, 2026 |
| Micron Technology, Inc. | 1,104 | US$1.27M | no change | Jun 30, 2026 |
| Philip Morris International Inc | 7,014 | US$1.27M | no change | Jun 30, 2026 |