Compound Planning, Inc. — Q2 2025 13F Holdings

Name: Compound Planning, Inc. — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001978879

Total reported value

$3.3B

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Full holdings list this quarter

Showing top 200 holdings (of 1098 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	COIN	Coinbase Global INC -class A	Stock-Financials	4.15%	-0.47%	-6.14%
2	AAPL	Apple INC	Stock-Tech	2.82%	-0.05%	+7.78%
3	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	2.73%	—	+3.89%
4	VEA	Vanguard Ftse Developed ETF	ETF-Other	2.31%	-0.09%	+16.87%
5	INTF	Ishares International Equity	ETF-Other	2.29%	—	+2.44%
6	SCHG	Schwab US Large-cap Growth	ETF-Other	2.02%	-0.20%	+25.91%
7	SCHV	Schwab US Large-cap Value	ETF-Other	1.97%	—	+25.93%
8	MSFT	Microsoft CORP	Stock-Tech	1.96%	-0.43%	+23.92%
9	META	Meta Platforms Inc-class A	Stock-Comm Services	1.94%	-0.19%	-7.14%
10	OKLO	Oklo INC	Stock-Utilities	1.82%	—	-10.67%
11	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.78%	-1.03%	+17.47%
12	LRGF	Ishares US Equity Factor ETF	ETF-Other	1.77%	-0.04%	+4.95%
13	NVDA	Nvidia CORP	Stock-Tech	1.59%	-0.11%	+7.32%
14	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	1.53%	-0.08%	+0.19%
15	HOOD	Robinhood Markets INC - A	Stock-Financials	1.49%	-0.94%	-21.87%
16	BND	Vanguard Total Bond Market	ETF-Other	1.43%	-0.14%	+23.22%
17	AMZN	Amazon.com INC	Stock-Consumer Disc	1.34%	-0.14%	+12.24%
18	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.30%	-0.05%	+3.26%
19	VB	Vanguard Small-cap ETF	ETF-Other	1.23%	-0.07%	+23.86%
20	NFLT	Virtus Newfleet Multi-sector	ETF-Other	1.20%	-0.09%	+12.13%
21	VUG	Vanguard Growth ETF	ETF-Other	1.14%	—	-8.07%
22	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	1.02%	—	+3.02%
23	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	0.92%	—	+10.50%
24	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.88%	—	+21.02%
25	VTV	Vanguard Value ETF	ETF-Other	0.88%	+0.20%	-4.13%
26	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.83%	—	+9.21%
27	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.82%	—	-0.07%
28	IYW	Ishares Ustechnology ETF	ETF-Tech	0.80%	—	+6.31%
29	JPM	Jpmorgan Chase & Co	Stock-Financials	0.73%	-0.07%	+5.94%
30	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.71%	-0.48%	-30.45%
31	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.67%	—	+3.46%
32	SCHF	Schwab Intl Equity ETF	ETF-Other	0.60%	—	-11.77%
33	SYLD	Cambria Shareholder Yield Et	ETF-Other	0.58%	-0.10%	+8.26%
34	SCHB	Schwab US Broad Market ETF	ETF-Other	0.57%	—	+15.17%
35	TSLA	Tesla INC	Stock-Consumer Disc	0.55%	-0.18%	+38.16%
36	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	0.55%	—	+12.17%
37	NFLX	Netflix INC	Stock-Comm Services	0.55%	—	+32.98%
38	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	0.53%	-0.06%	+15.92%
39	THLV	Thor Equal Wl Vl Etf-usd INC	ETF-Other	0.49%	—	+4.22%
40	IWF	Ishares Russell 1000 Growth	ETF-Other	0.48%	+0.14%	-18.22%
41	IFRA	Ishares US Infrastructure	ETF-Other	0.46%	—	+10.01%
42	AVGO	Broadcom INC	Stock-Tech	0.46%	—	+12.85%
43	DYFI	Idx Dynamic Fixed Income ETF	ETF-Other	0.45%	—	+10.40%
44	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.42%	-0.11%	+107.35%
45	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.42%	—	-14.53%
46	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.42%	+0.11%	+7.13%
47	FTLS	First Trust Long/short Eqty	ETF-Other	0.42%	—	+0.71%
48	INDS	Pacer Industrial Real Estate	ETF-Other	0.42%	—	+1.83%
49	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.42%	—	+44.46%
50	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	0.40%	—	-13.86%

1–50 of 200