# EDGAR Filing Document

**Accession Number:** 0001965653
**File Stem:** 0001965653-26-000002
**Filing Date:** 2026-4
**Character Count:** 10891
**Document Hash:** 18afc8ee19d28725deeaa96630fdee73
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001965653-26-000002.hdr.sgml**: 20260421

**ACCESSION NUMBER**: 0001965653-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260421

**DATE AS OF CHANGE**: 20260420

**EFFECTIVENESS DATE**: 20260421

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Compass Wealth Management LLC
- **CENTRAL INDEX KEY:** 0001965653

**ORGANIZATION NAME:**
- **EIN:** 352676843
- **STATE OF INCORPORATION:** CT
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23129
- **FILM NUMBER:** 26876174

**BUSINESS ADDRESS:**
- **STREET 1:** 10 WATER STREET
- **CITY:** GUILFORD
- **STATE:** CT
- **ZIP:** 06437
- **BUSINESS PHONE:** 12034537000

**MAIL ADDRESS:**
- **STREET 1:** 10 WATER STREET
- **CITY:** GUILFORD
- **STATE:** CT
- **ZIP:** 06437

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Compass Wealth Management LLC<br>**Address:** 10 WATER STREET<br>GUILFORD, CT 06437

**Form 13F File Number:** 028-23129

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Samuel Lyman<br>**Title:** Compliance Consultant<br>**Phone:** 720-210-9470

**Signature, Place, and Date of Signing:**

Samuel Lyman  Broomfield, CO  04-20-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 75

**Form 13F Information Table Value Total:** $404554571

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| POOL CORP | COM | 73278L105 |  | 2110707 | 10432 | SH |  | SOLE |  | 0 | 0 | 10432 |
| CITIZENS FINL GROUP INC | COM | 174610105 |  | 641679 | 10700 | SH |  | SOLE |  | 0 | 0 | 10700 |
| APPLE INC | COM | 037833100 |  | 2778240 | 10947 | SH |  | SOLE |  | 0 | 0 | 10947 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 5229776 | 11051 | SH |  | SOLE |  | 0 | 0 | 11051 |
| FEDEX CORP | COM | 31428X106 |  | 4019492 | 11285 | SH |  | SOLE |  | 0 | 0 | 11285 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 3587716 | 11861 | SH |  | SOLE |  | 0 | 0 | 11861 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 3495834 | 11985 | SH |  | SOLE |  | 0 | 0 | 11985 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 770370 | 12022 | SH |  | SOLE |  | 0 | 0 | 12022 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 678311 | 12046 | SH |  | SOLE |  | 0 | 0 | 12046 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 1962380 | 12847 | SH |  | SOLE |  | 0 | 0 | 12847 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 1201576 | 12880 | SH |  | SOLE |  | 0 | 0 | 12880 |
| EMERSON ELEC CO | COM | 291011104 |  | 1718721 | 13118 | SH |  | SOLE |  | 0 | 0 | 13118 |
| MICROSOFT CORP | COM | 594918104 |  | 4911572 | 13268 | SH |  | SOLE |  | 0 | 0 | 13268 |
| BERKLEY W R CORP | COM | 084423102 |  | 883579 | 13331 | SH |  | SOLE |  | 0 | 0 | 13331 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1805479 | 14524 | SH |  | SOLE |  | 0 | 0 | 14524 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 3345283 | 14558 | SH |  | SOLE |  | 0 | 0 | 14558 |
| TETRA TECH INC NEW | COM | 88162G103 |  | 455565 | 15125 | SH |  | SOLE |  | 0 | 0 | 15125 |
| AMERICAN TOWER CORP | COM | 03027X100 |  | 2703121 | 15663 | SH |  | SOLE |  | 0 | 0 | 15663 |
| MOOG INC | CL A | 615394202 |  | 4717943 | 16122 | SH |  | SOLE |  | 0 | 0 | 16122 |
| PEPSICO INC | COM | 713448108 |  | 2575019 | 16582 | SH |  | SOLE |  | 0 | 0 | 16582 |
| BWX TECHNOLOGIES INC | COM | 05605H100 |  | 3420096 | 16725 | SH |  | SOLE |  | 0 | 0 | 16725 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 5731575 | 17524 | SH |  | SOLE |  | 0 | 0 | 17524 |
| NIKE INC | CL B | 654106103 |  | 953824 | 18058 | SH |  | SOLE |  | 0 | 0 | 18058 |
| CHUBB LTD SWITZ | COM | H1467J104 |  | 6164641 | 18914 | SH |  | SOLE |  | 0 | 0 | 18914 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 |  | 1912526 | 20618 | SH |  | SOLE |  | 0 | 0 | 20618 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 |  | 4398617 | 21044 | SH |  | SOLE |  | 0 | 0 | 21044 |
| NUCOR CORP | COM | 670346105 |  | 3560232 | 21054 | SH |  | SOLE |  | 0 | 0 | 21054 |
| FREEPORT MCMORAN INC | CL B | 35671D857 |  | 1325489 | 22550 | SH |  | SOLE |  | 0 | 0 | 22550 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 3989942 | 22714 | SH |  | SOLE |  | 0 | 0 | 22714 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A722 |  | 1306436 | 24153 | SH |  | SOLE |  | 0 | 0 | 24153 |
| ABBOTT LABORATORIES | COM | 002824100 |  | 2615313 | 25473 | SH |  | SOLE |  | 0 | 0 | 25473 |
| ABBVIE INC | COM | 00287Y109 |  | 5682579 | 26128 | SH |  | SOLE |  | 0 | 0 | 26128 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 8983049 | 26581 | SH |  | SOLE |  | 0 | 0 | 26581 |
| JACOBS SOLUTIONS INC | COM | 46982L108 |  | 3718104 | 29212 | SH |  | SOLE |  | 0 | 0 | 29212 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 |  | 8529658 | 29363 | SH |  | SOLE |  | 0 | 0 | 29363 |
| VARONIS SYS INC | COM | 922280102 |  | 666064 | 31023 | SH |  | SOLE |  | 0 | 0 | 31023 |
| PENTAIR PLC | SHS | G7S00T104 |  | 2758948 | 31672 | SH |  | SOLE |  | 0 | 0 | 31672 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 2487244 | 31721 | SH |  | SOLE |  | 0 | 0 | 31721 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 3004447 | 31969 | SH |  | SOLE |  | 0 | 0 | 31969 |
| RTX CORPORATION | COM | 75513E101 |  | 6493400 | 33662 | SH |  | SOLE |  | 0 | 0 | 33662 |
| EOG RES INC | COM | 26875P101 |  | 4947475 | 34222 | SH |  | SOLE |  | 0 | 0 | 34222 |
| PHILLIPS 66 | COM | 718546104 |  | 6328387 | 34737 | SH |  | SOLE |  | 0 | 0 | 34737 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 10880391 | 36988 | SH |  | SOLE |  | 0 | 0 | 36988 |
| APPLIED MATLS INC | COM | 038222105 |  | 13039973 | 38152 | SH |  | SOLE |  | 0 | 0 | 38152 |
| BLACKSTONE INC | COM | 09260D107 |  | 4443939 | 38646 | SH |  | SOLE |  | 0 | 0 | 38646 |
| ADVANCED ENERGY INDS | COM | 007973100 |  | 12610862 | 39078 | SH |  | SOLE |  | 0 | 0 | 39078 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 11342805 | 39445 | SH |  | SOLE |  | 0 | 0 | 39445 |
| MID-AMER APT CMNTYS INC | COM | 59522J103 |  | 5155907 | 42220 | SH |  | SOLE |  | 0 | 0 | 42220 |
| CHEVRON CORPORATION | COM | 166764100 |  | 8825113 | 42654 | SH |  | SOLE |  | 0 | 0 | 42654 |
| ENTEGRIS INC | COM | 29362U104 |  | 5201119 | 44363 | SH |  | SOLE |  | 0 | 0 | 44363 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 12880014 | 44900 | SH |  | SOLE |  | 0 | 0 | 44900 |
| DANAHER CORP DEL | COM | 235851102 |  | 9343109 | 49278 | SH |  | SOLE |  | 0 | 0 | 49278 |
| TJX COS INC NEW | COM | 872540109 |  | 8001290 | 50102 | SH |  | SOLE |  | 0 | 0 | 50102 |
| NETFLIX INC. | COM | 64110L106 |  | 4943553 | 51415 | SH |  | SOLE |  | 0 | 0 | 51415 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 4573647 | 52783 | SH |  | SOLE |  | 0 | 0 | 52783 |
| CORNING INC | COM | 219350105 |  | 7264334 | 53426 | SH |  | SOLE |  | 0 | 0 | 53426 |
| WALMART INC | COM | 931142103 |  | 6772888 | 54497 | SH |  | SOLE |  | 0 | 0 | 54497 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 8400450 | 56003 | SH |  | SOLE |  | 0 | 0 | 56003 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 4234807 | 58874 | SH |  | SOLE |  | 0 | 0 | 58874 |
| CISCO SYS INC | COM | 17275R102 |  | 4940035 | 63668 | SH |  | SOLE |  | 0 | 0 | 63668 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 |  | 2991404 | 63769 | SH |  | SOLE |  | 0 | 0 | 63769 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 |  | 5296429 | 67513 | SH |  | SOLE |  | 0 | 0 | 67513 |
| WILLIAMS COS INC | COM | 969457100 |  | 4981646 | 68448 | SH |  | SOLE |  | 0 | 0 | 68448 |
| CROWN CASTLE INC | COM | 22822V101 |  | 5903676 | 72607 | SH |  | SOLE |  | 0 | 0 | 72607 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A847 |  | 4364016 | 73692 | SH |  | SOLE |  | 0 | 0 | 73692 |
| BROADCOM INC | COM | 11135F101 |  | 25484435 | 82338 | SH |  | SOLE |  | 0 | 0 | 82338 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R853 |  | 4022651 | 83250 | SH |  | SOLE |  | 0 | 0 | 83250 |
| STARBUCKS CORP | COM | 855244109 |  | 7776233 | 86798 | SH |  | SOLE |  | 0 | 0 | 86798 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 6721734 | 87820 | SH |  | SOLE |  | 0 | 0 | 87820 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 22428539 | 116864 | SH |  | SOLE |  | 0 | 0 | 116864 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 3975351 | 118561 | SH |  | SOLE |  | 0 | 0 | 118561 |
| SCOTTS MIRACLE-GRO CO | CL A | 810186106 |  | 7447219 | 122467 | SH |  | SOLE |  | 0 | 0 | 122467 |
| OPTION CARE HEALTH INC | COM NEW | 68404L201 |  | 6312687 | 234498 | SH |  | SOLE |  | 0 | 0 | 234498 |
| ROCKET COS INC | COM CL A | 77311W101 |  | 4910137 | 344571 | SH |  | SOLE |  | 0 | 0 | 344571 |
| V F CORP | COM | 918204108 |  | 10513769 | 618821 | SH |  | SOLE |  | 0 | 0 | 618821 |

---