Compass Advisory Group LLC has disclosed its investment holdings as of September 30, 2026, in a recent filing. The firm reported a total value of approximately $429.6 million in assets under management. This filing is significant as it provides insights into the company's investment strategy and its positioning within the financial services industry.

Compass Advisory Group LLC is an investment advisory firm based in Melville, New York. The company operates under the Central Index Key (CIK) number 0001720292 and is incorporated in Delaware. As of the latest filing date, the firm has submitted various reports, including multiple 13F-HR filings, which detail its holdings in publicly traded companies.

The recent filing, dated November 13, 2026, includes a summary of the firm's holdings, noting a total of 94 positions. Among the notable investments are significant stakes in leading companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. The filing states, "The total value reported is $429,649,138," reflecting the firm’s strategic allocation across various sectors.

As a player in the financial services industry, Compass Advisory Group's investment decisions may impact its clients and the broader market. The firm's focus on large-cap technology stocks, particularly in the current economic climate, may attract attention from investors and analysts alike. The filing indicates a strong commitment to growth-oriented investments, which could influence investor sentiment towards similar firms in the sector.

Looking ahead, the filing does not specify any immediate next steps or upcoming reports. However, the information provided offers a snapshot of Compass Advisory Group's current investment landscape, which may evolve as market conditions change.