CIK 1621100
Compass Ion Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
273
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 273
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | 19K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 33K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 33K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 37K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 15K | $1M+ | SH |
| ABBV | ABBVIE INC | 9K | $1M+ | SH |
| ITOT | ISHARES TR | 14K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 38K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 17K | $1M+ | SH |
| MRK | MERCK & CO INC | 18K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 70K | $1M+ | SH |
| COWZ | PACER FDS TR | 31K | $1M+ | SH |
| AMGN | AMGEN INC | 6K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 5K | $1M+ | SH |
| VPU | VANGUARD WORLD FD | 10K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 6K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 28K | $1M+ | SH |
| VMC | VULCAN MATLS CO | 6K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| MKL | MARKEL GROUP INC | 765 | $1M+ | SH |
| INFL | LISTED FDS TR | 36K | $1M+ | SH |
| IGSB | ISHARES TR | 30K | $1M+ | SH |
| VFMO | VANGUARD WELLINGTON FD | 8K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| DEFR | ETF SER SOLUTIONS | 52K | $1M+ | SH |
| ESGU | ISHARES TR | 9K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 10K | $1M+ | SH |
| INCY | INCYTE CORP | 14K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 3K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 11K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 244 | $1M+ | SH |
| ROST | ROSS STORES INC | 7K | $1M+ | SH |
| IWM | ISHARES TR | 5K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| SHV | ISHARES TR | 11K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 5K | $1M+ | SH |
| IEFA | ISHARES TR | 14K | $1M+ | SH |
| IJR | ISHARES TR | 10K | $1M+ | SH |
| UVSP | UNIVEST FINANCIAL CORPORATIO | 37K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 4K | $1M+ | SH |
| UTHR | UNITED THERAPEUTICS CORP DEL | 2K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 20K | $1M+ | SH |
| SUSL | ISHARES TR | 10K | $1M+ | SH |
| QUAL | ISHARES TR | 6K | $1M+ | SH |
| BN | BROOKFIELD CORP | 28K | $1M+ | SH |