Compass Planning Associates Inc Top Holdings and 13F Report (2026) About Compass Planning Associates IncInvestment ActivityCompass Planning Associates Inc has $156.36 million in total holdings as of March 31, 2026.Compass Planning Associates Inc owns shares of 30 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 9.77% of the portfolio was purchased this quarter.About 1.30% of the portfolio was sold this quarter.This quarter, Compass Planning Associates Inc has purchased 30 new stocks and bought additional shares in 18 stocks.Compass Planning Associates Inc sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Short-Term Bond ETF $28,678,659Vanguard Intermediate-Term Bond ETF $27,908,034Vanguard Value ETF $20,616,141SPDR S&P 500 ETF Trust $18,758,110Vanguard Short-Term Treasury ETF $17,603,300 Largest New Holdings this Quarter 464288323 - iShares New York Muni Bond ETF $400,578 Holding Largest Purchases this Quarter Vanguard Short-Term Bond ETF 77,027 shares (about $6.04M)Vanguard Short-Term Treasury ETF 64,083 shares (about $3.75M)Vanguard Intermediate-Term Bond ETF 19,142 shares (about $1.48M)Vanguard Mega Cap Value ETF 7,921 shares (about $1.15M)Vanguard FTSE All-World ex-US ETF 13,037 shares (about $979.08K) Largest Sales this Quarter Vanguard Value ETF 6,055 shares (about $1.19M)SPDR S&P 500 ETF Trust 746 shares (about $485.15K)iShares MSCI EAFE ETF 599 shares (about $58.18K)Berkshire Hathaway 97 shares (about $46.48K)Vanguard Total Stock Market ETF 141 shares (about $45.23K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCompass Planning Associates Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBSVVanguard Short-Term Bond ETF$28,678,659$6,039,680 ▲26.7%365,75318.3%ETFBIVVanguard Intermediate-Term Bond ETF$27,908,034$1,477,378 ▲5.6%361,59717.8%ETFVTVVanguard Value ETF$20,616,141$1,187,993 ▼-5.4%105,07713.2%ETFSPYSPDR S&P 500 ETF Trust$18,758,110$485,146 ▼-2.5%28,84412.0%FinanceVGSHVanguard Short-Term Treasury ETF$17,603,300$3,751,413 ▲27.1%300,70611.3%ETFVEUVanguard FTSE All-World ex-US ETF$13,698,807$979,076 ▲7.7%182,4088.8%ETFMGVVanguard Mega Cap Value ETF$6,390,231$1,148,143 ▲21.9%44,0864.1%ETFVUGVanguard Growth ETF$3,832,756$595,333 ▲18.4%8,7752.5%ETFVBVanguard Small-Cap ETF$3,545,923$79,363 ▲2.3%13,5382.3%ETFVTIVanguard Total Stock Market ETF$3,276,030$45,233 ▼-1.4%10,2122.1%ETFVOVanguard Mid-Cap ETF$1,749,046$266,808 ▲18.0%6,0901.1%ETFVEAVanguard FTSE Developed Markets ETF$1,530,453$833 ▲0.1%23,8831.0%ETFVOOVanguard S&P 500 ETF$1,399,172$383,548 ▲37.8%2,3420.9%ETFVTEBVanguard Tax-Exempt Bond ETF$857,683$103,974 ▲13.8%17,1910.5%ETFEFAiShares MSCI EAFE ETF$826,631$58,178 ▼-6.6%8,5110.5%FinanceMSFTMicrosoft$560,406$1,110 ▲0.2%1,5140.4%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$516,9200.0%1,1160.3%FinanceIVViShares Core S&P 500 ETF$503,387$1,306 ▲0.3%7710.3%ETFGOOGAlphabet$495,168$287 ▲0.1%1,7260.3%Computer and TechnologyEATON VANCE ENHANCED EQUITY$456,9740.0%22,3350.3%COMVANGUARD NY TAX FREE FDS$446,375$49,176 ▲12.4%4,3570.3%TAX EXEMPT BDNYFiShares New York Muni Bond ETF$400,578$400,578 ▲New Holding7,5410.3%ETFSTKColumbia Seligman Premium Technology Growth Fund$386,5070.0%10,1900.2%Financial ServicesVLUSPDR S&P 1500 Value Tilt ETF$370,452$1,505 ▲0.4%1,7230.2%ETFCSQCalamos Strategic Total Return Fund$306,4140.0%17,8980.2%Financial ServicesTIPiShares TIPS Bond ETF$272,5560.0%2,4700.2%ETFVVVanguard Large-Cap ETF$253,657$896 ▲0.4%8490.2%ETFBRK.BBerkshire Hathaway$252,059$46,482 ▼-15.6%5260.2%FinanceETYEaton Vance Tax-Managed Diversified Equity Income Fund$240,6360.0%17,4500.2%Financial ServicesIWMiShares Russell 2000 ETF$230,478$248 ▲0.1%9290.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$0$217,094 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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