This page shows a list of all the recent 13F filings made by Compass Planning Associates Inc. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Compass Planning Associates Inc reported 131 stock holdings with total value $98.9M as of Q1 2025. Top holdings included VTV, SPY, VEU, BSV, and VTI.
We use cookies and similar technologies to provide certain features, enhance
the user experience and deliver content that is relevant to your interests.
Depending on their purpose, analysis and marketing cookies may be used in
addition to technically necessary cookies. By clicking on "Agree and
continue", you declare your consent to the use of the aforementioned cookies.
Here
you can make detailed settings or revoke your consent (in part if necessary)
with effect for the future. For further information, please refer to our
Privacy Policy
.