Compass Planning Associates Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, Compass Planning Associates Inc held in its portfolio 30 assets valued at $144,381,707 (i.e. $144.38M).
The most valuable assets in the portfolio included: VANGUARD BD INDEX FDS ($26.67M), VANGUARD BD INDEX FDS ($22.75M), and VANGUARD INDEX FDS ($21.23M).
The chart below shows the top 10 valuable assets, and the table below shows the top 30 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Compass Planning Associates Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 342455 | 26670381 | INTERMED TERM |
| VANGUARD BD INDEX FDS | 288726 | 22754474 | SHORT TRM BOND |
| VANGUARD INDEX FDS | 111132 | 21225067 | VALUE ETF |
| SPDR S&P 500 ETF TR | 29590 | 20177873 | TR UNIT |
| VANGUARD SCOTTSDALE FDS | 236623 | 13896855 | SHORT TERM TREAS |
| VANGUARD INTL EQUITY INDEX F | 169371 | 12458939 | ALLWRLD EX US |
| VANGUARD WORLD FD | 36165 | 5105056 | MEGA CAP VAL ETF |
| VANGUARD INDEX FDS | 7412 | 3615864 | GROWTH ETF |
| VANGUARD INDEX FDS | 10353 | 3471072 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 13235 | 3414081 | SMALL CP ETF |
| VANGUARD INDEX FDS | 5161 | 1497815 | MID CAP ETF |
| VANGUARD TAX-MANAGED FDS | 23870 | 1491129 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 1700 | 1066245 | S&P 500 ETF SHS |
| ISHARES TR | 9110 | 874822 | MSCI EAFE ETF |
| VANGUARD MUN BD FDS | 15107 | 759721 | TAX EXEMPT BD |
| MICROSOFT CORP | 1511 | 730955 | COM |
| ALPHABET INC | 1725 | 541362 | CAP STK CL C |
| SPDR DOW JONES INDL AVERAGE | 1116 | 536316 | UT SER 1 |
| ISHARES TR | 769 | 526415 | CORE S&P500 ETF |
| EATON VANCE ENHANCED EQUITY | 22335 | 522862 | COM |
| VANGUARD NY TAX FREE FDS | 3877 | 400223 | TAX EXEMPT BD |
| COLUMBIA SELIGM PREM TECH GR | 10190 | 374890 | COM |
| SPDR SERIES TRUST | 1716 | 361438 | STATE STREET SPD |
| CALAMOS STRATEGIC TOTAL RETU | 17898 | 343642 | COM SH BEN INT |
| BERKSHIRE HATHAWAY INC DEL | 623 | 313225 | CL B NEW |
| ISHARES TR | 2470 | 271445 | TIPS BD ETF |
| EATON VANCE TAX-MANAGED DIVE | 17450 | 267683 | COM |
| VANGUARD INDEX FDS | 846 | 266406 | LARGE CAP ETF |
| ISHARES TR | 928 | 228357 | RUSSELL 2000 ETF |
| SCHWAB STRATEGIC TR | 6655 | 217094 | US LCAP GR ETF |
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