# EDGAR Filing Document

**Accession Number:** 0002076480
**File Stem:** 0001172661-26-002021
**Filing Date:** 2026-5
**Character Count:** 10935
**Document Hash:** 404bb63e9a35888c32fa14b1e8e391aa
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-002021.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0001172661-26-002021

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260515

**EFFECTIVENESS DATE**: 20260515

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Compass Wealth Management, LLC/GA
- **CENTRAL INDEX KEY:** 0002076480

**ORGANIZATION NAME:**
- **EIN:** 273963163
- **STATE OF INCORPORATION:** GA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25733
- **FILM NUMBER:** 26982310

**BUSINESS ADDRESS:**
- **STREET 1:** 115 PERIMETER CENTER PL.
- **STREET 2:** SUITE 870
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30346
- **BUSINESS PHONE:** 678-619-2359

**MAIL ADDRESS:**
- **STREET 1:** 115 PERIMETER CENTER PL.
- **STREET 2:** SUITE 870
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30346

### 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/GA<br>**Address:** 115 Perimeter Center Pl.<br>Suite 870<br>Atlanta, GA 30346

**Form 13F File Number:** 028-25733

**CRD Number (if applicable):** 000112326

**SEC File Number (if applicable):** 801-55383

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:** Robert Amato<br>**Title:** Principal<br>**Phone:** 678-619-2359

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

/s/ Robert Amato  Atlanta, GA  05-15-2026<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:** 72

**Form 13F Information Table Value Total:** $234112982

      (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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 642056 | 3156 | SH |  | SOLE |  | 3156 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 940976 | 3280 | SH |  | SOLE |  | 3280 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 485686 | 7359 | SH |  | SOLE |  | 7359 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 896301 | 4303 | SH |  | SOLE |  | 4303 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 898159 | 3538 | SH |  | SOLE |  | 3538 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 313358 | 1574 | SH |  | SOLE |  | 1574 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 1630700 | 5268 | SH |  | SOLE |  | 5268 | 0 | 0 |
| CELESTICA INC | COM | 15101Q207 |  | 563642 | 2001 | SH |  | SOLE |  | 2001 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 459570 | 2221 | SH |  | SOLE |  | 2221 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 292785 | 3849 | SH |  | SOLE |  | 3849 | 0 | 0 |
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 |  | 226675 | 2500 | SH |  | SOLE |  | 2500 | 0 | 0 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 |  | 306750 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 390410 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| CUMMINS INC | COM | 231021106 |  | 236729 | 440 | SH |  | SOLE |  | 440 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 486827 | 10045 | SH |  | SOLE |  | 10045 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 230323 | 1759 | SH |  | SOLE |  | 1759 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 342267 | 2017 | SH |  | SOLE |  | 2017 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 969792 | 1111 | SH |  | SOLE |  | 1111 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 793934 | 2413 | SH |  | SOLE |  | 2413 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 15298242 | 338008 | SH |  | SOLE |  | 338008 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 2157107 | 11239 | SH |  | SOLE |  | 11239 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 1219958 | 13838 | SH |  | SOLE |  | 13838 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 4720775 | 57173 | SH |  | SOLE |  | 57173 | 0 | 0 |
| ISHARES TR | A RATE CP BD ETF | 46429B291 |  | 30951196 | 650371 | SH |  | SOLE |  | 650371 | 0 | 0 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 6286804 | 75228 | SH |  | SOLE |  | 75228 | 0 | 0 |
| ISHARES TR | MBS ETF | 464288588 |  | 13673935 | 144011 | SH |  | SOLE |  | 144011 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 483361 | 2520 | SH |  | SOLE |  | 2520 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 849875 | 8006 | SH |  | SOLE |  | 8006 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 274175 | 643 | SH |  | SOLE |  | 643 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 46641Q167 |  | 2623181 | 36560 | SH |  | SOLE |  | 36560 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 906651 | 18136 | SH |  | SOLE |  | 18136 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 334024 | 1366 | SH |  | SOLE |  | 1366 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 213660 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 |  | 14720064 | 363099 | SH |  | SOLE |  | 363099 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 463581 | 1962 | SH |  | SOLE |  | 1962 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 345804 | 200 | SH |  | SOLE |  | 200 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 232457 | 1932 | SH |  | SOLE |  | 1932 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 372975 | 1104 | SH |  | SOLE |  | 1104 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1353589 | 3656 | SH |  | SOLE |  | 3656 | 0 | 0 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 267968 | 4649 | SH |  | SOLE |  | 4649 | 0 | 0 |
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 |  | 187000 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 9019297 | 51716 | SH |  | SOLE |  | 51716 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 731400 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 216648 | 242 | SH |  | SOLE |  | 242 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 465979 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1159695 | 7014 | SH |  | SOLE |  | 7014 | 0 | 0 |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | 74316P579 |  | 1423409 | 26933 | SH |  | SOLE |  | 26933 | 0 | 0 |
| ROSS STORES INC | COM | 778296103 |  | 288118 | 1330 | SH |  | SOLE |  | 1330 | 0 | 0 |
| SANDISK CORP | COM | 80004C200 |  | 637246 | 1003 | SH |  | SOLE |  | 1003 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 8343925 | 271966 | SH |  | SOLE |  | 271966 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 |  | 4971355 | 44843 | SH |  | SOLE |  | 44843 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 |  | 5358765 | 49172 | SH |  | SOLE |  | 49172 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y308 |  | 5924777 | 72271 | SH |  | SOLE |  | 72271 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 4876235 | 79599 | SH |  | SOLE |  | 79599 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 10754909 | 217843 | SH |  | SOLE |  | 217843 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 10830425 | 73872 | SH |  | SOLE |  | 73872 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 8856668 | 54762 | SH |  | SOLE |  | 54762 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET MAT | 81369Y100 |  | 3217265 | 64383 | SH |  | SOLE |  | 64383 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET REA | 81369Y860 |  | 2612902 | 63994 | SH |  | SOLE |  | 63994 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 3548903 | 77335 | SH |  | SOLE |  | 77335 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 1811076 | 18763 | SH |  | SOLE |  | 18763 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 11773595 | 27362 | SH |  | SOLE |  | 27362 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 484910 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 205438 | 315 | SH |  | SOLE |  | 315 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 845754 | 2275 | SH |  | SOLE |  | 2275 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 5533795 | 102382 | SH |  | SOLE |  | 102382 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 12807840 | 218787 | SH |  | SOLE |  | 218787 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 250580 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 905475 | 7285 | SH |  | SOLE |  | 7285 | 0 | 0 |
| WELLTOWER INC | COM | 95040Q104 |  | 247138 | 1250 | SH |  | SOLE |  | 1250 | 0 | 0 |
| WESTERN DIGITAL CORP | COM | 958102105 |  | 270490 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 6695648 | 72237 | SH |  | SOLE |  | 72237 | 0 | 0 |

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