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CIK: 0001978879
Total reported value
$3.8B
$3.8B
1022 檔
7.7%
During the Q1 2025 filing period, Compound Planning, Inc. (CIK: 0001978879) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.8B across 1022 reported positions.
During Q1 2025, Compound Planning, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1022 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.41% | +0.11% | +4.02% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.86% | +0.17% | +15.55% | |
| 3 | COIN | Coinbase Global Inc -class A | Stock-Financials | 2.62% | -0.39% | +3.06% | |
| 4 | INTF | Ishares International Equity | ETF-Other | 2.43% | -0.16% | +12.45% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.12% | -0.03% | +12.77% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.96% | -0.12% | +13.32% | |
| 7 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 1.84% | -0.04% | +12.40% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.81% | -0.03% | +10.04% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.69% | -0.06% | +75.04% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.66% | +0.04% | +10.76% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.65% | -0.02% | +25.61% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.01% | -2.51% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.40% | -0.29% | +25.15% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.33% | +0.11% | -4.82% | |
| 15 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 1.28% | -0.05% | +16.86% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.27% | +0.04% | +152.73% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | -0.07% | +10.36% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | +0.07% | +0.37% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.12% | -0.01% | +13.34% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.12% | -0.07% | +0.99% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 1.08% | +0.02% | +140.64% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.04% | +0.02% | +20.17% | |
| 23 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.02% | +0.23% | -0.14% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.00% | -0.03% | +9.77% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | -0.11% | +24.73% | |
| 26 | OKLO | Oklo Inc | Stock-Utilities | 0.95% | — | +6.21% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.92% | -0.27% | -6.69% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.08% | +0.06% | |
| 29 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.73% | +0.08% | +11.56% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.73% | -0.03% | -15.53% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | -0.02% | +1.41% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.03% | -28.00% | |
| 33 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.64% | -0.02% | +17.34% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.60% | +0.07% | +678.28% | |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.59% | -0.04% | +3.42% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.57% | +0.02% | +325.94% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.56% | -0.01% | +21.15% | |
| 38 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.55% | +0.01% | — | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.54% | — | -21.28% | |
| 40 | THLV | Thor Equal Wl Vl Etf-usd Inc | ETF-Other | 0.53% | -0.02% | +6.01% | |
| 41 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.50% | +0.06% | +660.43% | |
| 42 | INDS | Pacer Industrial Real Estate | ETF-Other | 0.49% | — | +26.01% | |
| 43 | DYFI | Idx Dynamic Fixed Income ETF | ETF-Other | 0.49% | -0.01% | +19.10% | |
| 44 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.49% | -0.01% | +8.51% | |
| 45 | DFIV | Dimensional International Va | ETF-Other | 0.48% | -0.02% | — | |
| 46 | IFRA | Ishares US Infrastructure | ETF-Other | 0.47% | +0.04% | +66.91% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.09% | +3.76% | |
| 48 | MBB | Ishares Mbs ETF | ETF-Other | 0.42% | -0.03% | +7.76% | |
| 49 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.41% | — | +14.23% | |
| 50 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.41% | — | +18.45% |
According to official SEC Form 13F filings, Compound Planning, Inc. reported a total U.S. public equity portfolio value of $3.8B across 1022 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, COIN) accounted for 7.7% of total reported equity market value during Q1 2025.
During Q1 2025, Compound Planning, Inc.'s top holdings by market value included AAPL (3.4%)、IVV (2.9%)、COIN (2.6%). The largest single position, AAPL, represented 3.4% of total portfolio value.
In Q1 2025, Compound Planning, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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