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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Compass Wealth Management, LLC/GA

Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000972

Total Value
$242.8M
Positions
66
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (66)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46429B291673,307$32.4M13.33%
2VANGUARD SCOTTSDALE FDS92206C102415,339$24.4M10.04%
3INVESCO EXCHANGE TRADED FD TIVZ317,305$14.4M5.95%
4LEGG MASON ETF INVT52468L505380,444$14.0M5.77%
5ISHARES TR464288588140,017$13.3M5.49%
6SPDR GOLD TRGLD30,849$12.2M5.03%
7SELECT SECTOR SPDR TR81369Y605198,337$10.9M4.47%
8SELECT SECTOR SPDR TR81369Y20967,802$10.5M4.32%
9NVIDIA CORPORATIONNVDA51,660$9.6M3.97%
10SCHWAB STRATEGIC TR808524797328,224$9.0M3.71%
11SELECT SECTOR SPDR TR81369Y70451,628$8.0M3.30%
12ISHARES TR46435G32673,738$6.1M2.50%
13WORLD GOLD TRGLDW66,022$5.6M2.32%
14VANGUARD INTL EQUITY INDEX F922042858104,370$5.6M2.31%
15SELECT SECTOR SPDR TR81369Y40745,530$5.4M2.24%
16SELECT SECTOR SPDR TR81369Y30866,099$5.1M2.11%
17SELECT SECTOR SPDR TR81369Y85242,549$5.0M2.06%
18J P MORGAN EXCHANGE TRADED F46641Q16757,326$4.1M1.69%
19SELECT SECTOR SPDR TR81369Y50674,295$3.3M1.37%
20VANGUARD SCOTTSDALE FDS92206C84757,152$3.2M1.31%
21SELECT SECTOR SPDR TR81369Y88671,840$3.1M1.26%
22SELECT SECTOR SPDR TR81369Y10059,636$2.7M1.11%
23ISHARES TR46428743227,052$2.4M0.97%
24SELECT SECTOR SPDR TR81369Y86058,357$2.4M0.97%
25INVESCO EXCHANGE TRADED FD TIVZ11,450$2.2M0.90%
26PROFESIONALLY MANAGED PORTFO74316P57930,552$2.0M0.82%
27BROADCOM INCAVGO5,542$1.9M0.79%
28MICROSOFT CORPMSFT3,768$1.8M0.75%
29SOUTHERN COSOMN18,726$1.6M0.67%
30ISHARES GOLD TRIAU14,738$1.2M0.49%
31PHILIP MORRIS INTL INC7181721097,014$1.1M0.46%
32ALPHABET INCGOOG3,280$1.0M0.42%
33TESLA INCTSLA2,263$1.0M0.42%
34AMAZON COM INCAMZN4,383$1.0M0.42%
35APPLE INCAAPL3,508$953,7550.39%
36J P MORGAN EXCHANGE TRADED F46641Q64718,174$917,7910.38%
37PALANTIR TECHNOLOGIES INCPLTR5,075$902,0810.37%
38ISHARES TR4642884147,983$855,1120.35%
39HOME DEPOT INCHD2,406$828,1710.34%
40META PLATFORMS INCMETA1,200$792,2480.33%
41ADVANCED MICRO DEVICES INCAMD3,106$665,2130.27%
42GE VERNOVA INCGEV1,011$660,7590.27%
43CELESTICA INCCLS2,001$591,5160.24%
44SPOTIFY TECHNOLOGY S ASPOT1,000$580,7100.24%
45ISHARES TR46432F3392,684$533,0960.22%
46WALMART INCWMT4,285$477,4620.20%
47LOWES COS INC5486611071,962$473,1560.19%
48CROWDSTRIKE HLDGS INCCRWD1,000$468,7600.19%
49DIMENSIONAL ETF TRUST25434V72410,023$467,0160.19%
50ALTRIA GROUP INCMO7,357$424,2340.17%
51COGNIZANT TECHNOLOGY SOLUTIOCTSH5,000$415,0000.17%
52MERCADOLIBRE INCMELI200$402,8520.17%
53UNITEDHEALTH GROUP INCUNH1,200$396,1320.16%
54BOEING COBA-PA1,574$341,8390.14%
55CHEVRON CORP NEWCVX2,220$338,4770.14%
56ISHARES TR464287614643$304,3320.13%
57COCA COLA COKO3,854$269,4960.11%
58MONDELEZ INTL INC6092071054,649$250,2560.10%
59ROSS STORES INCROST1,330$239,5860.10%
60WELLTOWER INCWELL1,250$232,0130.10%
61COCA-COLA EUROPACIFIC PARTNECCEP2,500$226,7500.09%
62CUMMINS INCCMI440$224,5980.09%
63NORWEGIAN CRUISE LINE HLDG LNCLH10,000$223,2000.09%
64SPDR S&P 500 ETF TRSPY315$215,2840.09%
65PARKER-HANNIFIN CORPPH242$212,7080.09%
66DUKE ENERGY CORP NEWDUKB1,759$206,1720.08%